Upgrade or Downgrade Confirmation Email
An email can be sent automatically when a member upgrades or downgrades to a particular membership level. Many customers choose to add this email to confirm the member has switched levels successfully and to include details about the new level.
This email can also be useful if you have set up a free Cancel membership level that will allow your members to cancel their own account. In this case they will not receive a payment receipt because the Cancel membership is free, so this email can be used to let them know that they have canceled their account successfully.
This
email is optional so the email template is blank by default. If it is
left blank in the membership level settings, members will not receive an
email confirming that they have switched membership levels.
Step by Step Instructions
- Go to MembershipWorks > Labels & Membership > Membership Levels.
- Click on a paid membership level on the right.
- Click the Actions link at the top.
- Go to the section titled When member switches to this level from another level. The upgrade/downgrade confirmation email is located at the bottom of this section.
- Edit this email template as needed and then scroll down and click the Save & Close button at the bottom of the window.
Each membership level has its own upgrade/downgrade confirmation email template that can be customized so you will need to repeat these steps for each membership level.
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