Home → Marketing → Membership comms → Creating a membership comm
5.2. Creating a membership comm
When creating a new membership comm you will be asked to complete the following:
- Comm Name : The name of communication for internal use.
- Comm Type : Currently the only option is SMTP however we will be introducing SMS in the future.
- Membership Year : Whether the communication should go to all members, only members in their first year of membership or members who are in a renewing year of membership.
- Membership Rep : If you wish to only send the communication to members with a selected staff member as their Membership Representative.
- Membership Status : The Membership Status the communication should go to.
- Membership Type : The Membership Type the communication should go to.
- Month of Membership : The communication will only be sent to members where they are in said month's membership of their membership year.
- Send Date : You can choose for the communication to send on the member's "Exact Anniversary Day" or a "Specific Day of Month". If you choose a "Specific Day of Month" you will be asked to provide which "Specific Day".
- Send Time : The time the communication should be sent.
- Day of Membership : If the "Send Date" of "Exact Anniversary Day" is chosen you can select how many days following the exact anniversary date you wish to send the comm.
- Templates : The template to use for the email communication. The template must be within Rubi's Marketing > Templates.
- Contact(s) : You can choose which contact(s) the communication should be sent to. Whether that be "All" contacts, "Main Contacts Only" or contacts who have their contact setting "Receive Membership Comms" ticked.
- Email Subject : The subject of the email communication.
- Email From: The email address to be used to send the email. The email must be added as an SMTP Account.
- Attachments: Any attachments you wish to send as part of the comm. You must upload the file to the Library area of RubiCRM.
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