The Membership Category Communication tab allows you to control the content automatically sent to members of a given category when engaging with Member365. Edit messages and automated scheduling as needed with the options below.
Accessing the Communication Tab
1. From the Member365 Administrator Dashboard, click ‘Membership’ at the top of the screen.
2. On the page that follows, click ‘Manage’ next to ‘Membership Categories’.
3. Locate the Membership Category you wish to view, using the search bar if necessary, then click its name.
4. Click the ‘Communication’ tab to access the communication settings for your Membership Category.
Under the ‘Communications tab’, you’ll find a set of sub-tabs. The ‘Application’, ‘Renewal’, and ‘Launch Email’ tabs will bring you to menus allowing you to select and edit automated emails under these categories.
Do so by selecting the email you would like to edit, and adjusting it’s content in the resulting dialogue.
Member365 automatically schedules renewal reminders for Members of every category you create. Editing these reminders and their scheduling is a great way to optimize Member365’s impact on your renewal rates. Consult this Knowledge Base article to learn more about renewal reminders.
Confirm your Changes
Regardless of the changes you make under this Communication tab, they will not save unless you publish them. Be sure to click the ‘Publish’ button at the bottom of the screen to confirm everything you have configured!