Automated Member Emails
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 ...
Renewal Confirmation Email
When a member renews their account, they will receive a payment receipt email automatically (see Membership form/renewal payment receipt email). In addition to the payment receipt, you can also choose to send a renewal confirmation email. This is ...
Payment Failed Notification Email
This email will be automatically sent to members if they have a non-recurring credit card payment that has failed. Step by Step Instructions Go to MembershipWorks > Customization > Emails. Under Template on the right, select Payment failed ...
Payment Action Required Notification Email
This email is triggered only in specific cases where 3D Secure Payment verification is required to process a payment. At this time this only applies to European credit cards as 3D Secure Payment may be required by the banks there. Step by Step ...
General Cart / Other Refund Receipt Email
This email is sent after one of the following actions occur: An admin refunds a credit card payment that was manually added to the member’s timeline and includes items classified as cart, other, or a combination of categories (e.g. cart and ...
General Cart / Other Payment Receipt Email
This email is sent after one of the following actions occur: An admin manually adds a payment directly in a member’s timeline that includes items classified as cart, other, or a combination of categories (e.g. cart and donation) and selects to send a ...
General Donation Refund Receipt Email
This email is sent after one of the following actions occur: An admin refunds a credit card payment for a donation that was manually added to the member’s timeline. This is not the template that is used when refunding credit card payments for ...
General Donation Receipt Email
This email is sent after one of the following actions occur: An admin manually adds a donation payment to a member’s timeline and selects to send a payment receipt. An admin clicks on a donation payment in the member’s timeline and clicks the Email ...
Invoice Refund Receipt Email
This email is sent when an admin issues a full refund for an invoice that was paid by credit card. Step by Step Instructions 1. Go to MembershipWorks > Customization > Emails. 2. Under Template on the right, click to select Invoice refund receipt ...
Invoice Payment Receipt Email
This email is sent after one of the following actions occur: An admin manually records an invoice payment and selects the option Send payment receipt. To record an invoice payment, click the Create New Entry button above the member’s timeline and ...
Password Request Email
Members can request a password from any login screen. When a member requests a password, their password is reset and a new unique random password is emailed to them that they can use to log in to their account. This email can be customized to include ...
Admin New Member Notification Email
Admins can receive a notification each time a member signs up for a particular membership level. By default, this notification will include the following details about the new member: Member Account ID Member's IP Address Account Name Contact Person ...
Auto Recurring Renewal Payment Action Required Notification
This email is triggered only in specific cases where 3D Secure Payment verification is required to process an auto recurring payment. At this time this only applies to European credit cards as 3D Secure Payment may be required by the banks there. ...
Auto Recurring Payment Failed Notice
If you have added an automatic recurring billing option, this email will be automatically sent to members if their automatic payment has failed. This could happen for a variety of reasons such as the member’s card has expired or changed. Step by Step ...
Membership Refund Receipt
A refund receipt is automatically emailed to members who have made a membership payment by credit card when an admin issues a full or partial refund. Membership Refund Receipt Example Step by Step Instructions To locate and edit the membership refund ...
Membership Form / Renewal Payment Receipt
A payment receipt is automatically emailed to members after they have made a membership payment. The default payment receipt includes the member’s membership level, payment date, total, and billing method. It also includes a link to your website. ...
Upcoming Renewal and Past Due Notice Emails
Renewal and past due notices are sent based on the number of days before or after the member’s renewal date that have been specified. We do not add any renewal or past due notices automatically, so you will need to add these in the Membership Level ...
New Member Welcome Email
A welcome email is sent automatically when new members sign up online. The default welcome email message includes the login credentials the member can use to login to their account. To locate and edit this template: Go to MembershipWorks > Labels & ...
