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Author Topic: Auto-send emails  (Read 1008 times)

Dave Melkman

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Auto-send emails
November 02, 2011, 06:59:29 am
Hi

Working on my first major Civi project and have come a long way. One thing that confuses me is the sending of automated emails from Civi.  Please excuse me if there is an obvious answer to this questions or if my terminology isn't correct.

BACKGROUND
We're using Civi and Drupal 7. We've successfully got users becoming members of an organisation by completing a stepped registration process using Drupal forms (linked to Civi). Initially the status of membership in Civi is "Pending". As soon as payment has gone through (via Paypal) their membership status changes from "Pending" to "New".

At this point I want Civi (or perhaps Drupal) to send an email two emails to the new member. The first will be a general welcome and the second will provide details of their membership including start date, end date, auto-renew settings and their membership ID.

I'm struggling to work out how to get an email to send based on a trigger of membership status changing from 'pending' to 'new'.  Am I barking up the wrong tree? I don't want to send an email until they are actual rather than pending members.

Any advice much appreciated of course.

Cheers
Dave

Donald Lobo

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Re: Auto-send emails
November 02, 2011, 07:13:24 am

Might want to consider using the Rules module. There is some intergration for this with CiviCRM. You might need to extend it to meet your needs.

lobo
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Dave Melkman

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Re: Auto-send emails
November 03, 2011, 10:23:19 am
Thanks lobo. 
Looks like there is currently no membership related functionality in the rules module so we we would need to extend it. 
Can't seem to get any hooks working using $objectName == 'Membership' ath the moent though so I guess that's the first stumbling block.

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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using CiviMail (Moderator: Piotr Szotkowski) »
  • Auto-send emails

This forum was archived on 2017-11-26.