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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Developer Discussion (Moderator: Donald Lobo) »
  • Workflow for membership renewal reminders via snail mail
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Author Topic: Workflow for membership renewal reminders via snail mail  (Read 677 times)

cray146

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Workflow for membership renewal reminders via snail mail
March 19, 2013, 08:17:25 am
Hi,

We need to support a workflow for membership renewal reminders via snail mail.

  • Two weeks before membership expires each member (rolling membership) must receive a renewal reminder letter.
  • A second letter is sent when membership expires.

I'm thinking of the following approach:

  • Writing a custom scheduled job that adds a 'membership renewal notification' activity to contacts whose membership is due to expire and assign it to the admin.
  • This allows the admin to search for members with pending 'membership renewal notification' activities. He can export the members, do a mail merge and send the letters.
  • After that he sets the status of the activity to completed to indicate that the members are notified.
   

Would this be sensible approach? Or can this be resolved in a simpler way?

What is the recommended approach to write a custom scheduled job? According to the wiki (http://wiki.civicrm.org/confluence/display/CRMDOC42/Create+a+Module+Extension#CreateaModuleExtension-AddanAPIfunction), this can be done using a custom api function but I'm not sure where to start. Is there anyone that has experience with this?

Thanks

Pages: [1]
  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Developer Discussion (Moderator: Donald Lobo) »
  • Workflow for membership renewal reminders via snail mail

This forum was archived on 2017-11-26.