CiviCRM Community Forums (archive)

Hello All!

I am trying to set up a schedule reminder that will be sent out to all "pending" status members once every two weeks. Despite my best efforts and documentation that suggests this can be done, I can't seem to figure it out.

In the documentation: (http://book.civicrm.org/user/current/email/scheduled-reminders/) it states: "by sending emails to members that are pending with details of the steps they need to take to become approved members." This actually is exactly what I would like to do. Is this still possible, or has this possibility fallen by the wayside?

Thanks!

Jason

Specifically I was looking for a way to send reminders to people whose membership status is still "pending" due to the fact that they selected the "pay later" option for membership dues and have not yet sent in payment.

I have created a "smart" contact group and have been able to manually send emails to this group, but was wondering if there was a way to automate the process using the schedule reminders?

Thanks!

Jason

I don't think you're missing anything. Pretty sure this is an error in the documentation - especially since there's currently no explicit support for an approval workflow on memberships. 

That said, I think there might be a solution with a small changed in the Activity type filter currently in place on that form. I'm thinking that if the reminder 'Entity' is Activity, AND the code was tweaked so that the  'Membership Signup' activity is included in the list of activity types, that you could combine that with your Smart Group of Pending memberships (Recipients -> Limit To Group).

If you have a test site and want to experiment with this, change line 78 in CRM/Core/BAO/ActionSchedule.php from this:

    $activityType = CRM_Core_PseudoConstant::activityType(FALSE) + CRM_Core_PseudoConstant::activityType(FALSE, TRUE);

to this:

    $activityType = CRM_Core_PseudoConstant::activityType(FALSE) + CRM_Core_PseudoConstant::activityType(TRUE, TRUE);

You'll then have a bunch more activity types including the Membership Signup activity - and you can experiment.

Going forward, I don't see a big benefit in hiding those 'system generated' activity types from the list - so we could consider making this core change if this makes your flow possible. (Then fix the documentation :-) ).

Worked like a charm! Made the one code change Dave suggested and then set it up as follows:

In scheduled reminders, I selected "Activity" --> "Membership Signup" --> "Completed"

Set the reminder to go out 2 weeks after "Activity Date Time" and repeat every 2 weeks after.

Then, I limited recipients to the smart group containing only contacts with a pending membership status, and away we go -- A reminder sent out every two weeks to members who have registered, but not yet sent in their membership dues!

Once I had all of the appropriate scheduled jobs enabled, it worked perfectly on my test site and live site!

Thanks!!

@dgg
Given this is such a small tweak, if there is going to be a 4.4.6 is it something that could be added to that.  Seems like 4.5 is a long time coming and it is a very useful change.