Author Topic: New Member Email (Read 2794 times)

genderwarrior · October 31, 2008, 10:01:58 am

Is there an option to have administrators notified via e-mail when new members join? Alternatively, is there a way to customize the admin dashboard, so that instead of activities, it could have pending members (or something else) in that space?

lcdweb · October 31, 2008, 12:09:53 pm

Q1 - In the configuration for the contribution page (member join), you have the option of cc'ing or bcc'ing an address when the form is completed.

Q2 - You can remove the Activities tab through Administer CiviCRM > Global Settings > Site Preferences. You do not have the ability to custom create a tab through the interface -- you would need to custom develop that function.

genderwarrior · October 31, 2008, 01:00:52 pm

Thank you!

genderwarrior · November 01, 2008, 06:02:28 am

Hmm, that actually only works once you have processed the membership. We are looking for a notification that someone has become a member and needs processing.

lcdweb · November 01, 2008, 06:11:47 am

I'm not sure the distinction you're referring to.
There's only one step in the membership process flow in Civi -- creating a membership record, either through the front or backend.

genderwarrior · November 01, 2008, 07:48:04 am

We tested what you recommended, and the e-mail was sent as a part of our processing the membership (manually changing status from pending to new, etc). We are trying to find a way to be notified when someone needs to be processed by us. I have added in the drupal mod that notifies us when someone signs up for a drupal account - but that doesn't capture all of our new members.

lcdweb · November 03, 2008, 05:55:46 pm

Explain to me how you use the "pending" status for memberships. When someone applies to become a member, do you manually add them through the admin side with a pending status? And then when they pay, or are approved, or whatever, you switch them over? And do you use the status override on all records, or do you use the UpdateMembershipRecord.php script via cron job?

If you're using that script, you probably could add a short script that grabs the pending status people and sends admins a notification. But if they're pending because of manual process anyway, I'm not sure why it would be that useful. If you just need a periodic report of who is still pending, you could do that with the CiviMember search.

You're workflow seems a little irregular, so I'm not grasping exactly what you're needing and where it fits in the flow.

genderwarrior · November 03, 2008, 06:02:31 pm

Sure - I would love to know if there is a better way that we are missing. Here is our process for processing membership:

1.   Click on “Civic Member”
2.   Scroll down to “Recent Memberships”
3.   Identify new members who status is listed as “pending”
4.   Click on the “Edit” option for the pending member
5.   Change “join date” to the date the membership form was completed (when available, use current date when not available)
6.   Change the “start date” to the current date / date the credit card was charged.
7.     Change the “end date” to 364 days later. (One year later, minus a day)
8.     Click “status override”
9.     Select “new”
10.     Select the “record membership payment box”
11.     Change payment status to “completed.”
12.     Click “save.”

petednz · November 04, 2008, 01:48:20 am

Are these being handled by a Payment Processor? Our donations etc are and they do not trigger the email till we Batch Update them from Pending to Contribution - so I experience the same problem, when I was expecting that because the Profile on the Contribution page is filled in before the Payment Processor, then I would get that email even if the Payment Processor leaves all of our payments as 'pending' (which is shouldn't but that is another story)

is that the same issue you are having?

genderwarrior · November 04, 2008, 09:05:44 am

We use google checkout, and the intregated e-commerce piece for google checkout resulted in major errors in Civic, so we now direct people to the google checkout website.

The issue that we are trying to fix is that we have no way of knowing when a new member has registered unless we go to the website and do a manual search. If the person goes to google checkout and pays, then we get an e-mail from google - but we get no notifications from Civic.

I am wondering at this point if drupal 6 and the new civic release would fix some of these issues...

Donald Lobo · November 04, 2008, 10:26:11 am

Quote from: genderwarrior on November 04, 2008, 09:05:44 am

We use google checkout, and the intregated e-commerce piece for google checkout resulted in major errors in Civic, so we now direct people to the google checkout website.

can u describe the major errors it resulted in

If you have not reported it on the forums, it is likely not fixed. We typically discuss and fix errors that have been reported. You will need to try it out on 2.1 and let us know if it results in "major errors" and let us know what those errors are

thanx

lobo

genderwarrior · November 04, 2008, 11:11:55 am

It was a while ago, so I don't have the direct error, but when I did a search on the forums, there were several other people with the same issue. I am working on upgrading now, and will keep you posted.

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Author Topic: New Member Email (Read 2794 times)

genderwarrior

New Member Email

lcdweb

Re: New Member Email

genderwarrior

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genderwarrior

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lcdweb

Re: New Member Email

genderwarrior

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lcdweb

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genderwarrior

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petednz

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genderwarrior

Re: New Member Email

Donald Lobo

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genderwarrior

Re: New Member Email