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Author Topic: automated renewal reminder email  (Read 10448 times)

crayon

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automated renewal reminder email
September 17, 2008, 02:08:38 pm
Is there a way to send out member renewal reminders automatically?  Or do I need to sort on the expiring group periodically and send out a message manually?

Kurund Jalmi

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Re: automated renewal reminder email
September 17, 2008, 09:57:59 pm
When you create Membership Types, there is reminder mail to set "Renewal Reminders".

Once you do that, you will have to setup "cron job" to run update membership script ( UpdateMembershipRecord.php )

For more details, check http://wiki.civicrm.org/confluence/display/CRMDOC/Membership+Types

HTH

Kurund
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alexlyn

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Re: automated renewal reminder email
October 20, 2008, 08:28:18 am
Is it possible to change renewal reminders for an existing Membership Type?  When I edit a Membership Type, the renewal reminder fields (template, days in advance) are not enabled.

I'm running CiviCRM 2.03.

Thanks,
Alex.

Kurund Jalmi

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Re: automated renewal reminder email
October 20, 2008, 10:20:12 am
Alex,

No it's not possible. We set the reminder date, when we create membership. So there are complications involved if it's editable.

Kurund
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Wonder95

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Re: automated renewal reminder email
November 15, 2008, 04:34:38 pm
Excuse me if this sounds rude, but you've got to be kidding.  In my case, I set values for Renewal Reminder Message and Renewal Reminder Day, and now the client wants to send them earlier, so I need to change them.  I have a couple hundred members, so what you're saying is that in order to do a simple thing like change the reminder time period I have to create a new membership type and then change the type for all the members that have that type?  That is some poor design.  What dates are set in stone?  What can't you simply go through and look at end dates in the update script, and if the difference between now (i.e. when the script is being run by cron) and the end date matches the defined interval, send the email and do the updating of the record?

Can I at least change the value for civicrm.membership_type.renewal_reminder_day directly in the database?  Or are there other fields that would also need to be changed?

Dave Greenberg

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Re: automated renewal reminder email
November 15, 2008, 04:51:44 pm
Quote from: Wonder95 on November 15, 2008, 04:34:38 pm
Can I at least change the value for civicrm.membership_type.renewal_reminder_day directly in the database?  Or are there other fields that would also need to be changed?

You can change that value, and doing so will affect reminder dates generated for new and renewed memberships going forward.

Not sure what benefit you expect to get from expressing yourself as you did - might make folks less likely to help / respond going forward.  ???
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Wonder95

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Re: automated renewal reminder email
November 15, 2008, 04:56:51 pm
Duly noted.  My apologies.  I guess it's just that I've done my own share of developing, and one thing I always try to do is make sure configurations are flexible enough that changes like this can be handled easily, whether it's a one field form or a much larger module.

Thanks.

Donald Lobo

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Re: automated renewal reminder email
November 15, 2008, 06:09:50 pm
Since you've done a fair amount of development, you might want to consider contributing a patch to handle your use case.

Making everything configurable has lots of advantages and is preferred but also makes things more complex /  involves more code etc. We tend to bite off things in chunks that we can complete and support. We also rely on folks understanding this concept and willing to step up and contribute / sponsor features that they think are important / essential and help us fix/improve "poor design".

lobo


« Last Edit: November 15, 2008, 06:13:22 pm by Donald Lobo »
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starryeyez024

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Re: automated renewal reminder email
April 12, 2010, 02:28:53 pm
I am looking into the same issue, and it is now April 2010 so I'm hoping some progress has been made since the last post. Does anyone know if it's possible to edit the renewal reminder message or renewal reminder day for a membership type once it hast been set? Thanks!

Eileen

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Re: automated renewal reminder email
April 12, 2010, 02:49:35 pm
I don't believe it has moved forward. We have got a civiReport that shows the renewal reminder date (and status change) although still checking it works as it should / we want it to. I would think it would make sense to expose the renewal reminder date for manual editing and to have a recalc function but the two might not work together well (ie. a recalc could over-ride any specifically edited ones)
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CiviTeacher.com

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Re: automated renewal reminder email
May 08, 2010, 06:18:32 pm
As of May 2010, you can change the reminder message, or select from several templates that you create.

Changing the reminder days, if your script MembershipUpdate.php script is currently running, will cause your reminders to get out of sync for a period of time, and certain members will not get an automated email, or some may be duplicate emails, depending on if you increase or decrease the number of days.

If you are just starting your configuration
, and you have not sent out any membership reminders that are automated, and not yet setup your cron to run the script, changing the number of reminder days by doing a direct query on the DB should essentially have no effect, IMHO.  

Do others agree?
« Last Edit: May 08, 2010, 06:20:20 pm by Stoob »
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Dave Greenberg

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Re: automated renewal reminder email
May 10, 2010, 06:32:04 pm
Reminder dates will already be set for any memberships that have been created prior to modifying the civicrm_membership_type.renewal_reminder_date value.
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jords

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Re: automated renewal reminder email
May 25, 2010, 05:09:50 am
I don't actually need to do this, but shouldn't it be fairly simple to write a php script that finds all membership records of a certain type, and then resets the reminder date based on the membership end date and the new reminder days setting? It's a hack, but it would work.

I think the poster back in 2008 had a point - this seems like a very strange design to me. It's not like subtracting x number of days off a date is a expensive operation, why cache the values?

Dave Greenberg

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Re: automated renewal reminder email
May 25, 2010, 11:29:30 am
No doubt the design could be improved :-). However, the reminder_date value is not simply a cache. It's used to determine whether a reminder needs to be sent (date is present) or has already been sent (date is set to NULL after send). You can check the logic in bin/UpdateMembershipRecord.php.

There's been requests / discussion for updating the design to allow multiple reminders etc. - but so far no one has stepped up to work on it or sponsor.
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damion

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Re: automated renewal reminder email
October 18, 2010, 12:42:42 pm
Since my client had a need to remind members more than once that their memberships were expiring / had expired, and since I messed up slightly during my data import of an existing membership database by inserting an empty reminder_date field, I did write a reminder_date update query which appears to have worked in conjunction with running UpdateMembershipRecord.php .

E.g. for certain types of members whose accounts end on sept 30th, 

Update 'drupal'.'civicrm_membership' set reminder date = '2010-08-30' where membership_type_id IN (1,2,3) and end_date = '2010-09-30'

Then run your .../sites/all/modules/civicrm/bin/UpdateMembershipRecord.php?name=.......

It would be nice if there was simply an UpdateMembershipRecord.php url option that forced the reminder email out, even if there was no reminder_date, for grace and/or expired users.

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