After New Membership

Generated when a new membership order is created through the back office or via the Web. An email is sent to the customer as a “thank you” for signing up for the membership.  

 

The logic to select membership orders looks for a Line Status code of ‘A’ in the “MBR” subsystem and that it is 30 days after the start date of the renewed order. The membership end date must be in the future.

 

This notification overlaps with other notifications where a new order and payment is received.  If you use the notification below, change the procedure so two emails are not sent to your customers for the same event:

·            Payment Received

 

The schedule to run this procedure is determined by the Event Interval setup on the Notification Maintenance screen.

 

Event Stored Procedure Name:  usp_NOTIFY_AFTER_NEW_MEMBERSHIP

Chronicle Table Name: NOTIFY_AFTER_MEMBERSHIP_CHRONICLE

Trigger on Table

None

Business Change Options

·            There is an assumption here that an Active order line implies that it has been paid.  But this may not be true for all organizations.  An additional filter can be added for a balance of zero.

·            The number “30” is set in the stored procedure as the number of days after the new order’s begin date.  This number can be changed to suit an organizations membership  campaign.

·            You might want to send this “thank you” message after the new membership is paid.  Remove the comparison to the begin date and add the receipt date.

Sample Message Template

Dear ##CUSTOMER.FIRST_NAME##,


Thank you for signing up for membership with [Insert Association Name Here]. Should you have any questions regarding your member benefits please feel free to contact us via email Membership Benefits or by calling 1-800-BENEFITS.