Overview
This article explains how to manage membership system emails. You’ll learn how to customize the content of automated emails, toggle them on or off for all membership types, and manually resend workflow emails when needed.
How to Customize Membership System Emails
To manage system emails for memberships:
- Click the gear icon at the top right corner of the screen.
- Under Membership Settings, select System Email Templates.
You'll see a list of all the emails sent to members at various stages—such as during application, expiration, or renewal.
- To edit the content of any email, click the three-dot icon next to it and choose View & Edit Template.
- To turn any email on or off entirely, use the toggle switch next to it.
Note: Toggling off a membership system email here disables it for all membership types—regardless of whether it's enabled in a specific membership type’s notification settings. The toggle at the system email level overrides individual membership settings.
Settings
Select the default language for this email: the language of the email each recipient receives depends on their language settings.
Enter the subject line and a preheader.
Content & Design
In this section, you can customize the content of the email. The title element is also editable. Other elements in the template can’t be removed or altered because of the overall user experience.
① Translation: you can add a translation for the content of the system email for users using a language other than the default language
② Preview in Browser: you can see a preview of how the email will look
③ Save: save your current progress
④ Save & Publish: save and publish the current content. After publishing, the new content will replace the generic default template.
Note: You can reset the template to the default system content by clicking on the three-dots button and selecting “Reset to Default”.
Manually Triggering Workflow Emails
You can now manually trigger membership workflow emails. This is useful if automated delivery was toggled off or if the member didn’t receive the email for any reason, and you want to resend it.
To do this:
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Open the member’s membership profile.
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Click the three-dot action button as highlighted in the image below.
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Select the email you wish to trigger.
Only the emails that correspond to the member’s current stage in the application or renewal workflow can be triggered. For example, if the member is in the Awaiting Payment stage, you can only resend the Application Awaiting Payment email.