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Author Topic: Membership Renewals Email  (Read 2432 times)

pgay@patrickgay.com

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Membership Renewals Email
August 27, 2007, 06:20:35 pm
Joomla 1.12 and CiviCRM 1.8

Two questions about membership renewals:
1. Once a Renewal email is sent, will it ever be sent again?  If NO, is there a way to make it send again?

2. How can I include a link to the place where a user can get to the renewal page in the renewal email?  I know where to modify the email, what I'm looking for is the link to the renew page.

Patrick


Kurund Jalmi

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Re: Membership Renewals Email
August 28, 2007, 12:30:51 pm

Quote
1. Once a Renewal email is sent, will it ever be sent again?  If NO, is there a way to make it send again?
Yes its send only once and currently there is no way to resend.

Quote
2. How can I include a link to the place where a user can get to the renewal page in the renewal email?  I know where to modify the email, what I'm looking for is the link to the renew page
Currently in "My Contact Dashboard" we show "Renew" link next to each membership record if you have done Online Registration for that particular membership. So if you want to include this link in Email you might have to so some custom coding / modification to CiviCRM code. This feature is currently not available in CiviCRM.

kurund
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pgay@patrickgay.com

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Re: Membership Renewals Email
August 28, 2007, 01:17:33 pm
Cool, this is what I was hoping to hear.

So I did a little to test to see how this was going to work and I'm not getting the results I suspected (perhaps my test caused the problem)

here's what I did:

I set the membership length for 1 day
I did an online registration yesterday 8/27/2007.
My membership status rules are as follows:
New - End event adjustment 28 day Current Enabled all other fields blank.
Current - All fields blank except current membership, default, and enabled. 
Grace - Start event: end date, end event adjustment 1 month, current membership, enabled
Expired - Start event: end date and enabled, all other fields blank.

I ran the UpdateMembershipRecord.php file and I did get an email telling me that my membership is scheduled to expire shortly.  This was great news! (little things mean alot sometimes)

I went in and checked and the status of the membership was New. (which I would expect because of the status rules)
So I found the membership and edited it manually
I changed the Join date to 1/14/2005
The Start Date to 1/16/2006
and the End Date to 1/16/2007
Then I clicked the status hold button and set the status to expired and saved it

I went back to the Dashboard and check it and What do you know, it says Status Expired and above it, Expired/Inactive Memberships.  Unfortunately, it doesn't have a link to RENEW.

I checked the membership type and under Renewal Reminders, it is set to 30 days.

What I expected to happen:
1. At 30 days out, when I got the email, there should have been a RENEW option on the dashboard. (is this correct? if so, wonder where it was and what can I do to troubleshoot?)
2. Once expired, there should have been a renew option on the dashboard (there isn't one - what to do to troubleshoot?)
3. Do I have to modify all the settings to cause "a perfect storm" so that the system jumps through its normal hoops to set the statuses correctly before the Renew shows up? (if so, how can I circumvent this so that I can test it?)
4. When I look at the membership I manually modified, the Status Hold check box will let me uncheck it, but it won't stay unchecked.  When I save it, the checkmark comes back. Why?

Thanks for you help - I'm learning this system as I go - It's great, but quite complicated - or I'm a bit dense, I'm not sure which at this point.


Kurund Jalmi

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Re: Membership Renewals Email
August 28, 2007, 01:51:40 pm
As i mentioned earlier, "Renew" link is shown only for Membership Registered using "Online Membership Pages".
Check: http://demo.civicrm.org/drupal/civicrm/contribute/transact?reset=1&action=preview&id=2.

So if you add membership using Contact Summary >> Membership tab, "Renew" link won't be shown.

Note that "Contact Dashboard" don't show Test Memberships.

HTH

kurund

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pgay@patrickgay.com

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Re: Membership Renewals Email
August 28, 2007, 01:56:53 pm
I think I might have confused you.

All of this work was done through online contribution/membership pages.

I didn't add the membership in the membership tab, it was added programmatically by CCRM.

The membership is not a "test" one, it does show up in the contact dashboard, but it's missing the renew link.

Any ideas why renew is missing from mine?

Kurund Jalmi

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Re: Membership Renewals Email
August 28, 2007, 03:42:03 pm
i tried this locally on my machine. worked fine. It showed proper "Renew" link for expired Membership records in Contact Dashboard.
May be you can give more details to replicate your behavior.

kurund
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pgay@patrickgay.com

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Re: Membership Renewals Email
August 28, 2007, 03:43:15 pm
Can I ask you how you had yours setup and what steps you took?  Maybe I did something wrong.

Kurund Jalmi

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Re: Membership Renewals Email
August 28, 2007, 03:45:10 pm
Quote
Check: http://demo.civicrm.org/drupal/civicrm/contribute/transact?reset=1&action=preview&id=2.

kurund
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pgay@patrickgay.com

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Re: Membership Renewals Email
August 28, 2007, 03:51:59 pm
Ok, I'm more confused now.

If I get things setup, would you be willing to do a webex with me to help me make sure I got things setup correctly?

I would be most grateful.

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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
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  • Using CiviMember (Moderator: Deepak Srivastava) »
  • Membership Renewals Email

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