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Author Topic: Renewal Reminders on 4.2  (Read 14215 times)

edc1

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Renewal Reminders on 4.2
November 12, 2012, 12:08:08 pm
Hello,

which scheduled jobs do I need to have enabled in order to get renewal reminder email to work?

This says you have to have 'Send Scheduled Reminders' enabled:

http://book.civicrm.org/user/current/email/scheduled-reminders/

(Which doesn't actually exist, but presumably it means the 'Scheduled reminders sender' job.) This documentation implies you don't need this:

http://wiki.civicrm.org/confluence/display/CRMDOC42/Managing+Scheduled+Jobs

It says process_membership 'Updates membership statuses and optionally sends renewal reminders'.

Also is the reminder_date field in the civicrm_membership table still used with the new scheduled reminder functionality in 4.2? The reason I ask is that I only ever see NULL values in this column. Even after I run the Membership reminder date processor job.

Thanks.

Em.

edc1

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Re: Renewal Reminders on 4.2
November 16, 2012, 01:39:05 am
Has anyone got scheduled membership renewal reminders to work with CiviCRM 4.2? I'm running 4.2.6 and I'm using the new Scheduled Reminders functionality (as oposed to the old Renewal Reminders functionality in CiviMember). I have the 'Membership status processor' job set to run at every cron interval and the 'Scheduled reminders sender' job set to run daily. The 'Membership status processor' works fine in that it updates memberships. It always reports it have sent 0 renewal reminders though.

If anyone has this working would you mind sharing how you set it up? If not any ideas on how to troubleshoot if further would be gratefully received.

Thanks.

Em.

NASACT

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Re: Renewal Reminders on 4.2
November 16, 2012, 11:40:18 am
Just and FYI from the Doc about this

Updates membership statuses and optionally sends renewal reminders

When renewal reminders are sent, the member's reminder date field will be set to NULL in the database and on screen. When the membership is renewed, the field is populated with the updated renewal reminder date.

That is why you are seeing NULL.
-AJ
My GChat - azon21@gmail.com -  This is where you can find me most days!

penguintrax

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Re: Renewal Reminders on 4.2
December 05, 2012, 07:35:21 am
So, if I have a scheduled reminder for Membership Renewal and the Scheduled Reminders Job is run, and the Reminder Date field is still showing a current date, then the reminders did not go out?

How can I troubleshoot this to determine why the reminders did not go out or do I need to run the Membership Reminder scheduled job?

NASACT

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Re: Renewal Reminders on 4.2
December 05, 2012, 08:13:34 am
The scheduled job runs to see if there are reminder that need to go out.  Thus if a reminder is set to to be sent 90 days before expiration or whatever criteria you set it to then the reminders will only be sent if the criteria is met.  Thus if it is not 90 days before expiration or whatever your case may be set to then the cron job sees this and there is not anything to do.  The cron job just checks to see if any reminders need to be sent based on the criteria you chose when you setup the reminder when compared to the current membership status and end date.  Hope that helps to understand how that job works. It is not enabled by default because you need to setup the criteria first then run job once manually to get current status for each reminder.  Then setup the cron to run however you want and when you invoke the CiviCRM cron URL it will run any cron enabled based on the settings. For instance I set my cron URL to run every 15 minutes but I only set the reminder cron to check daily for reminders to be sent because I don't have a reminder that goes out less than 1 day in advance of the activity.  If you have a reminder scheduled to go out 1 hour before the activity then your reminder cron job would have to be set to check every 15 minutes in that case.  So it is a three step process:

One, setup the reminder and it's criteria for sending the reminder.
Two, setup reminder cron to check for new reminders to be sent every X minutes/hours/days where X represents the time needed to properly send the reminder (make sure it is less than reminder else the criteria won't be true in time to send it)
Three, enable URL or cron script at the hosting level (cPanel for many) so that the server invokes the crons to be ran and checked.

Cron is similar to task scheduler in windows except it doesn't check time against action rather it simply runs every x amount of time and checks each job to see if anything has come up in terms of activity to be performed.  Typically it is recommended/limited by your host that you set a cron to run every 15 minutes max.  That way the server doesn't get bogged down with requests from users while trying to perform scheduled tasks.
-AJ
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penguintrax

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Re: Renewal Reminders on 4.2
December 06, 2012, 08:27:28 am
Thanks AJ -

I've gone through these steps.

There seem to be two outstanding issues - the client wants the first membership renewal reminder to go out 30 days prior to the expiration date. That would have been Dec 1. I'm assuming I should set this reminder to go out 24 days prior to see if the job runs today as expected.

When I try to run the job manually, I'm getting a smarty error. It is interesting to note that if I use the same mail template to send a message to a test contact in the system, the smarty error does not occur.

The error appears to be pretty generic:

DESCRIPTION in /home/facdl/public_html/administrator/components/com_civicrm/civicrm/packages/Smarty/Smarty.class.php on line 1093

NASACT

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Re: Renewal Reminders on 4.2
December 06, 2012, 01:04:24 pm
Okay a couple quick things. The smarty error is from a logic bound issue or something of that nature from my guess.

First off:

Scheduled Jobs:
  • have you enabled and run the Membership status job?
  • Membership reminder date job?
  • Scheduled reminders sender?

All of those affect the sending out of reminders.  Also you must have an email for any contact that is a primary member else nothing will go out.  I am assuming that the core team thought about this scenario and skips any mailing that doesn't have a good email address much like it addresses email as a whole but with that said you might check for malformed email addresses to the primary contacts.  A simple search should produce a list that you can quickly scan for data entry errors.

Last what is line 1093 of that php file?  That might help to ID the issue as well.
-AJ
My GChat - azon21@gmail.com -  This is where you can find me most days!

penguintrax

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Re: Renewal Reminders on 4.2
December 07, 2012, 10:44:07 am
I enabled Membership status.
Membership reminder - documentation says to not enable it to run automatically (?) but I did run it manually  and verified that it filled in renewal date reminders. If there is a parameter I should set, let me know or if I should enable it after all. The doc seemed pretty clear to not run it automatically.
Scheduled reminder sender is on.

Line 1093 in the smarty.class file just says to show an error. Nothing verbose.

There is also a string error prefix that appears on the error page, but no details are given. I turned on debugging and ran the job, no addiitonal information was given.

To make things more confusing, when I look at the cron job log, it is a mirror of the error page shown when I run scheduled reminders manually (I removed identifying information)

Code: [Select]
br />
<b>Fatal error</b>:  Smarty error: [in string:<p>
<img alt="FACDL Logo" height="124" src="http://super.secure428.net/~facdl/templates/facdl/images/logo.png" width="639" /></p>
<p>
&nbsp;</p>
<table align="center" border="0" cellpadding="1" cellspacing="1" style="width: 900px; ">
<tbody>
<tr>
<td colspan="2" style="text-align: center; vertical-align: middle; ">
<h2>
2013&nbsp;Membership Dues Invoice</h2>
</td>
</tr>
<tr>
<td>
<p>
REMOVED</p>
<p>
REMOVED</p>
<p>
REMOVED</p>
<p>
REMOVED</p>
</td>
<td style="text-align: right; vertical-align: top; ">
<p>
<strong>Member ID:</strong> 1730</p>
</td>
</tr>
<tr>
<td style="text-align: left; vertical-align: top; ">
<p>
<strong>DESCRIPTION</strong></p>
<p>
Public Defender PD1</p>
</td>
<td style="text-align: right; vertical-align: top; ">
<p>
<strong>AMOUNT DUE</strong></p>
<p>
35.00 in <b>/home/facdl/public_html/administrator/components/com_civicrm/civicrm/packages/Smarty/Smarty.class.php</b> on line <b>1093</b><br />

NASACT

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Re: Renewal Reminders on 4.2
December 07, 2012, 12:42:11 pm
Check your membership setup and see if there is any error with any fields you have.  My only thought is that this error is from parsing the result set that is to be sent a reminder. Such as data type mismatch or some other malformed data.  Sometimes just editing and resaving membership types and price sets can correct weird errors.

Dave/Lobo/MM - Any additional thoughts here?
-AJ
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penguintrax

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Re: Renewal Reminders on 4.2
December 10, 2012, 08:28:04 am
I'd tend to agree with you, but when I use the Renewal Template as a CiviMail template, it fills in the data correctly and there are no errors when the mailing goes out.

I'll try it, certainly, but I'm really scratching my head over this one, too.

edc1

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Re: Renewal Reminders on 4.2
December 12, 2012, 01:53:31 am
I'm still not able to get Scheduled Reminders to work reliable for membership renewals. Here's our use case.

We have 3 types of membership. Individual, Family and Discounted.
All membership types have a fixed 1 year period, starting on the 1st of Jan end ending on the 31 of Dec.
We have a grace period of 2 months after the membership end date.

We want to send a renewal reminder to every member that has a membership status of grace. And we want to keep sending them a reminder every two weeks until the grace period ends and their status becomes expired.

That should be pretty easy to setup with Scheduled Reminders shouldn't it? The docs are confusing though. The docs here:

http://book.civicrm.org/user/current/email/scheduled-reminders/

say:

"You can set up emails to be sent out to members based on various characteristics of their membership, including the membership type and status."

but the Scheduled Reminders interface doesn't give me the option to select a specific membership status. It only allows me to select membership types. Is this a bug? And the documentation is correct. Maybe this is why I can't get reminders to work.

Thanks.

Em.

penguintrax

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Re: Renewal Reminders on 4.2
December 12, 2012, 07:38:47 am
I don't see a status field either - I set my reminders up based on the fixed end date and time going forward from there.

edc1

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Re: Renewal Reminders on 4.2
December 12, 2012, 08:36:06 am
Hi penguintrax,

do you use the Scheduled Reminders functionality for membership renewal reminders then? If so which scheduled jobs do you have enabled? I've got the 'Membership status processor' and 'Scheduled reminders sender' jobs enabled. I think that's all I should need according to the docs. I don't believe I need to run the 'Membership reminder date processor' job as this related to the old (pre 4.2) reminders that are set on a specific membership type. At least that's my understanding. I could be wrong.

I've attached a screenshot of my reminder configuration. Is your setup similar?

Thanks.

Em.

penguintrax

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Re: Renewal Reminders on 4.2
December 12, 2012, 08:52:10 am
Em,

Your setup is similar to mine, yet. I am having problems getting the scheduled reminders to run - there may be a type mismatch with the custom tokens we created to insert in the letter. That's the original post i made on this thread.

edc1

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Re: Renewal Reminders on 4.2
December 12, 2012, 09:01:59 am
I'm having trouble to get it to send anything at all. You have the 'Membership status processor' and 'Scheduled reminders sender' jobs enabled do you?

Em.

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