Expiration Reminder Tutorial

Explanation 

• This tutorial will teach you how to set up the template for your  automatic expiration reminder email. 
• 30 days before a members expiration they will receive a specific email  based on the template in the desired location. 

Step 1 

• Set up your template by going to the “Email Templates” tab under “Settings” 
• Once there look at the “Village Renewal Notice” 
• Click the “Edit” button to make any changes. 
• It will look like this by default:

Dear Benjamin 

It is time to renew your annual membership for The Village which will expire on 01/23/2020. Your Village dues of $500.00 can be paid by check or credit card.  To renew online by credit card, you will need to log onto the website. To log on, click here: Pay by credit card online and click on the Member tab which will give you an option for online renewal. 

To renew by check, please send your check payable to The Village to: 

The Village 

1. O. Box 111 

Elizabeth Town, CA 00000 

Please take a moment to review the information below and call or email us if anything has changed: 

Member name: Benjamin Hayes 

Member address: 1234 EX ST 

Member mailing address if different: 

Member home phone number: 1234-567 

Member cell phone number: 2341-567 

Member primary phone: 1234-567 

Member email address: benjamin@helpfulvillage.com 

Emergency contact: Billy Hayes 

Emergency contact telephone number(s): 777-7777 

Emergency contact cell phone number(s): 6543-210 

Emergency contact relationship: Child

Second emergency contact: 

Second emergency contact home phone number(s): 

Second emergency contact cell phone number(s): 

Second emergency contact relationship: 

ASSOCIATE MEMBER INFORMATION: 

Associate member name: 

Associate member home phone: 

Associate member cell phone: 

Email address: 

Emergency contact: 

Emergency contact telephone number(s): 

Emergency contact relationship: 

Second emergency contact: 

Second emergency contact home phone number: 

Second emergency contact cell phone number: 

If any of the information above has changed, or if you have any questions, please phone or email us.  

We hope to see you at an upcoming event! 

Sincerely, 

Name 

Membership Chair 

xxx xxx xxx 

info@village.com

Step 2 

• Make any changes you would like to the template 
• Once you have updated this send us an email letting us know you  have looked over and approved the template 
• We will then enable the setting and your members will begin receiving these reminders.