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Changes to Membership and Event Emails in 4.3 

In our 4.3 release we've simplified our email notifications by merging and reducing the total number emails sent for events and memberships. This also means the criteria for when certain emails are sent has changed - to know which emails you'll need to update check the tables below. 

Event E-mail Changes

We've changed our Default Event Emails (see Default Event Emails) by merging all registration emails into two emails: Registration confirmed and Registration pending

New Event Emails

  • Registration confirmed
    • Contents taken from old "Paid confirmed registrations (offline payment)"
    • Sent when event registration invoice is paid (online or offline), when free event registration is confirmed, or when admin manually confirms event registration 
  • Registration pending
    • Contents taken from old "Paid pending registrations (offline payment)"
    • Sent when attendee confirms registration on wizard and payment is required. Not sent for free registrations (only "Registration confirmed" is sent)
    • Or when admin creates event registration manually and sends manual email to attendee

Removed Event Emails 

  • Paid confirmed registrations (online payment)
    • online payment is selected, fully completed and notification from payment processor is received
  • Paid confirmed registrations (offline payment)
    • sent when offline payment was completed (recorded by admin) and registration confirmed
  • Free registration confirmations
    • sent when free registration submitted
  • Paid pending registrations (offline payment)
    • sent when attendee select manual payment on registration wizard, registration submitted

Membership Renewal Email Changes

We've separated renewal emails into two types - emails connected to paid memberships vs. emails for free memberships.

NEW (4.3)

For paid membership levels 

  • Renewal pending
    • sent when member confirms renewal in the end of wizard (confirmed button clicked) and payment is required
    • or when admin makes manual renewal, checks checkbox "Send notification" and saves the changes
    • In both cases member is in "Pending - Renewal" status
  • Renewal confirmed
    • payment for the renewal was successfully received and invoice closed (can be made by member or by administrator)
    • or when admin manually confirmed renewal without payment or even without invoice (using special button on the member details screen)
  • Recurring renewal failed
    • sent when recurring payment attempt failed

For free membership levels (e.g, $0.00 price):

  • Renewal pending
    • sent when renewal is paid due to extra costs, otherwise skipped
  • Renewal confirmed
    • renewal confirmed right away (no payment is required)
    • or payment for the renewal was successfully received and invoice closed (can be made by member or by administrator)
    • or when admin manually approved pending renewal (using special button on the contact details screen)
  • Recurring renewal failed email is not shown 

OLD (4.2)

For paid levels 

  • Manual renewal initiated
    • sent when member selects manual payment on renewal wizard, renewal submitted
  • Member renewal finalized
    • manual renewal confirmed by administrator (payment received)
  • Renewal canceled by member
    • sent when member cancels renewal from profile
  • Online renewal succeeded
    • online payment is selected, fully completed and notification from payment processor is received
  • Online renewal failed
    • when renewal online payment failed for recurring payment

For free levels (0.00 price)

  • Free membership renewal
  • (warning) If renewal is paid (due to extra costs), then one of the hidden emails above is sent

What Changed?

  • New email "Renewal pending"
    • for free levels
      • default text is taken from old "Manual renewal initiated" default account template
      • checkboxes are defaulted (not selected)
    • for paid levels
      • just old "Manual renewal initiated" template is renamed (text and checkboxes are taken from old template)
  • New email "Renewal confirmed"
    • for free levels
      • text and checkboxes are taken from "Free membership renewal"
    • for paid levels
      • text and checkboxes are taken from old "Member renewal finalized".
      • "Online renewal succeeded" template completely removed
  • New email "Recurring renewal failed"
    • text and checkboxes are taken from "Online renewal failed" template

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