Reminder Emails
Article Topics: Emails, Customization
Reminder Emails can be sent to individuals to remind them of certain information or actions such as when they have joined a site, canceled a membership, or if they have insufficient funds.
Disclaimer
The restrictions being provided by your bank & Mastercard are a business decision you will need to decide on how to handle.
If you are using a 3rd party biller (biller hosts credit card form), such as Epoch, Segpay, CCBill, we recommend reaching out to those billers directly to handle the reminder email before the rebill.
NATS does not know whether a member signs up using Mastercard or not. This information is stored only at your merchant and not in NATS.
If you are using a gateway biller (join form hosted by NATS that sends transaction info to biller), such as NETbilling, RocketGate, Bill1st, Argus, we would recommend reaching out to those billers directly to ask them if they have any systems in place to handle these reminder emails.
If your billers does not have a method to do so, you can configure NATS mails to achieve a similar outcome.
Site Member Emails
One way to use Reminder Emails is to provide a welcome email when a member joins your site.
This must first be enabled by navigating to the Sites Admin, selecting the appropriate Tour, and clicking the Email tab.
Once there, select the "Not Set" option to change the subject for "Member Join ALL Billers" then enable the Email by clicking the "No" option under the Enabled column and changing it to "Yes."
While here, you can click on the cog next to"mail_member_join" and select "Customize Template" to change and edit the format of the email that will be sent.
Here you can customize the template to provide any message you find appropriate.
To learn more about Templates, see Site Templates.
Additional Information in your Email
Additional information can also be provided in your emails using Smarty variables.
on your site level 'mail_member_joined' template when the member has joined a trial option.
using the smarty variable $member.trial:
( https://www.smarty.net/docsv2/en/language.function.if )
For example, if you would like to include the additional text "You have signed up for a trial membership, and you will be rebilled tomorrow", you can add this condition in between your existing email body: (using the default template 'mail_member_joined' contents to construct this example for you)
If you need to display NATS join option rebill data on the member joined template, you would first need to take the optionid: {$member.optionid} Then pass it through the {nats_get_option_details} call. This will allow you to get information like "rebill" (amount) and "rebill_days" (length)
For example, you would add the following near the top of your template:
This will then allow you to access the {$option_details} array further down in your template.
In a sentence for example, it would look like this:
The renewal amount of this transaction is {$option_details.rebill}.
Mass Mailer Reminder
Another option is to use the NATS Mass Mailer Admin, where you can create a new member mailer (setup contents of the email as desired), and set up specific rules where you can manipulate the following fields:
For example, a mailer for 7-day trials where you will send an email 4 days after they have joined,
Options(s) - Group together all of the options you want to send an email for. As an example: All 7-day trial options
Status - "Exactly" Joined; to only mail active members
Time Since Last Action - "More Than" "4" "days"; to only mail members who had an action 4 days ago
Trial - "Trial"; only mail to trial members
Time Since Last Action uses the member's timestamp. This will roughly match when the email needs to be sent out. It could change if something else updates their account before the email is sent. Depending on the biller, there can be multiple different actions that update a member's timestamp, so this may not be completely on time for all scenarios.
You would want to create a Member Mailer Rule for each group of join options and mailing conditions, that you want this reminder mailer sent out for.
Mass Mailer Example
For members that join with 30-day options(monthly), this example will send members an email 7 days before the expected rebill date:
To learn more about setting up a Mass Mailer email, see our How to Add a New Mail article.
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