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Default membership emailsWhen you create a new membership level, all automatic emails for membership level applications and renewals are based on a set of default membership emails which you can find under Settings > Default membership emails (see illustration below).
Clicking on this link will open a list of default emails.
Customizing membership emailsYou can customize membership emails by clicking on any of the emails and click edit:
When customizing emails, you can use all the formatting tools in the editor toolbar as well as the Macros that are available to membership related emails.
You can test the email by clicking the Test button. This will send you a sample of the email that contains "sample" data (i.e. not the real data from your database) to give you an idea of what the email will look like. Once you have finished editing, click on the Save button and you will see the following pop-up:
As you can see, this popup has two options. One is to update just the default email template (which will not affect corresponding email in existing membership levels) and the other is to update the corresponding email template for all existing membership levels - see below. Updating membership emails across all levelsYou can also use this screen to update a particular email across all membership levels. For example, lets say you want to customize an Application initiation email for all membership levels in your list. Instead of going through each membership level one-by-one, you can customize the corresponding default email and when prompted during saving your changes, you can overwrite this particular email in all existing membership levels. |
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