System Email Conditions

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Denis Moreau

• November 05, 2021 12:18

Please add custom fields to create Email conditions in Membership overdue system emails. 

If we could use custom fields as a condition it would be very helpful so that members who have said they are not renewing will not receive any reminder emails.  This would be very helpful!!

 

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• Official comment

  

  Laura Block

  • February 23, 2022 23:19

  Thank you for the feedback, Denis! We are looking into adding this feature when we update the System Email builder.

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  Kaylee Flieman

  • February 23, 2022 15:42

  YES! Being able to use custom fields as a condition in ANY system letter or email would be immensely helpful.

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  Kathy McManus

  • July 26, 2022 22:46
  • Edited

  We have the same issue as Denis.  Members (particularly retirees) let us know they are not going to renew but opting them out of emails doesn't stop renewal notices.  Some get really upset about it.  Another solution would simply be a "Final membership" flag or "Will not renew" flag on the account or the membership record which  would cause Neon to ignore that membership and person when sending renewal notices.  In that it's often a phone call or letter letting us know, we just would need to open that members' record and check the right box.  No need to mess with queries.

  For now we are just adding a note that they are no longer planning to renew, and copying their email to the note for a historical record.  Then deleting email addresses from their account to stop the renewal notices.  Messy.

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