Method Community

I set up Method to track a membership (currently 5,000 members) organization.

I want to use an email to notifiy all the members with upcoming membership expirations to renew their memberships.  I have customized by Customer table to include the new field and have created an email template for renewal reminders.

Is there a way to sort (or search) my "customers" by membership expiration dates and select those (over 200 in Decmber) that need renewal notices and generate emails (select for the Activity)?

I assume that once I get my act together, I can add the "renewal notice" activity on members as I add them?

Thanks in advance!
Fred

Fred-

You would have to do some customization but you could use something like the List Builder (Campaigns > List Builder) and modify it to build a list based on the renewal date.

With the list builder you can send out an email and for each email sent out create an activity for the customer to make note that an email was sent (we actually use this internally for our mass emails).

What I would suggest though is before using this to mass email all your cusotmer use it to email just one dummy customer and make sure you set it up correctly, you wouldn't want to send the wrong info to customers.

-Michael

Method_Michael:

You would have to do some customization but you could use something like the List Builder (Campaigns > List Builder) and modify it to build a list based on the renewal date.

With the list builder you can send out an email and for each email sent out create an activity for the customer to make note that an email was sent (we actually use this internally for our mass emails).

What I would suggest though is before using this to mass email all your cusotmer use it to email just one dummy customer and make sure you set it up correctly, you wouldn't want to send the wrong info to customers.

I can't add any linked fields here becuase there is no drop down list of tables.

Suggestions?  Maybe I'm trying the wrong table & screen?
Fred

Fred-

The list builder screen is based off the list builder table, when you click Fill with customer its actually inserting rows from the customer table into the listbuilder table.

What you would have to do is add the Membership expires field to the listbuilder table as a non linked field and then in the actions where the list builder inserts the records(Actions 32 of the Fill with customer button) add the Membership field.

-Michael

Fred-

One more thing to add is that if you are looking to apply some logic for example only customers whose membership expires between a certain date range you can add 2 date time fields to your screen and inStart Loop Through table action for customer filter by the  date range.

-Michael

Method_Michael:

Actions 32 of the Fill with customer button

Can you explain what Actions 32 is?

Thanks,
Fred

Method_Michael:

The list builder screen is based off the list builder table, when you click Fill with customer its actually inserting rows from the customer table into the listbuilder table.

What you would have to do is add the Membership expires field to the listbuilder table as a non linked field and then in the actions where the list builder inserts the records (Actions 32 of the Fill with customer button) add the Membership field.

I found the Actions 32 button!  Woo Hoo!

I've add the unlinked field but when I edit the List Builder grid on the List Builder screen I don't see it, but I do find it on my list of fields.

Fred

Fred-

Sorry a bit of a typo on my end. I meant Action 32 not Actions 32.

What I was trying to say is that when you edit the CRM_ListBuilder screen, you will have to make changes to Action #32 of the list of actions found on the Fill With Customers button to get the MemberShip expiry date from the customer table into the ListBuilder table.

-Michael

Fred_D:

I've add the unlinked field but when I edit the List Builder grid on the List Builder screen I don't see it, but I do find it on my list of fields.

Young jedi, you are becoming a master.................but, reading between the lines..........we need to make this eaiser for you out of the box.  Message heard!

Paul

Method_Michael:

What I was trying to say is that when you edit the CRM_ListBuilder screen, you will have to make changes to Action #32 of the list of actions found on the Fill With Customers button to get the MemberShip expiry date from the customer table into the ListBuilder table.

Please direct me.

I need a cane a guide dog for this exercise.

Fred

Method_Paul:

but, reading between the lines..........we need to make this eaiser for you out of the box.  Message heard!

The lack of any onboard documentation is frustrating and since I have to do a ton of customization (that is why I chose Method - because it was customizable), I'm not finding it in the onlihe documentation.

Except for the "Objects Guide" I have to feel my way around and ask a ton of beginner type questions.  And, as one of your older users (approaching 65), I'm more at home with a thick manual of printed pages (or online documentation) than I am watching a lengthy video while trying to cherry pick the few minutes that might address my issue.

My need for a CRM revovles around managing memberhips so I am into heavy duty customization.

Thanks for asking,
Fred

Method_Michael:

What you would have to do is add the Membership expires field to the listbuilder table as a non linked field

 and then in the actions where the list builder inserts the records(Actions 32 of the Fill with customer button) add the Membership field.

I am editing the List Builder screen.  When I click to edit the "fill with customer" button, I can find Action 32, but it seems to apply to the entire table.  I'm not seeing where I can add my "MembershipExpires" field.

Fred

Method_Michael:

One more thing to add is that if you are looking to apply some logic for example only customers whose membership expires between a certain date range you can add 2 date time fields to your screen and inStart Loop Through table action for customer filter by the  date range.

Would this second field be added in the table or in the screen like the date search in the Invoice portion of the "Fill List With" screen? 

What I'd like to do is add in the "Fill List With" screen a new section, very similar to the "Fill with Invoices" section that would be search all Customers for membership expiration dates between a start date and end date.

But at this point, I'll need step by step instructions.  My brain is full.

Fred

Fred-

If you take a look at the loop action in the Fill with Invoice button and apply the same concept for the date range to customer you should have what you need.

If you are looking for step by step instructions you would need to book some paid consulting time to go over this in detail.

-Michael