Email Setup

To help you configure Altru to send membership renewal notices through email, the Email Setup page provides a list of required setup tasks. From a membership program record, select the Membership program tab. Under Renewal Notices, select Email setup.

The tasks are presented in a specific order because some may build on others. The tasks your organization needs to complete are directly related to your business processes.

Use the page designer to configure the appearance of the pages, and you create a shopping cart to process transactions. Your design settings determine the appearance and format for all the web pages you create in Web, and the program routes all transactions from these pages to the shopping cart. For more information, see Design Web Pages.

A default privacy policy is automatically created when you create web pages. As a requirement for complete configuration, you must review this default policy to ensure that it is right for your organization. If the generic policy does not match your organization’s privacy policy, you can edit it as necessary. For more information, see Design Privacy Policy Page.

The email preferences page contains an opt-out option to allow email recipients to refuse email from your organization. When an email recipient selects to opt-out, the program updates the constituent record to select the Do not send email to this address checkbox for the email address. For more information, see Design Email Preferences Page.

Membership forms provide a way for email recipients to renew their memberships online. You can create membership forms and approve them to appear on your web site. For more information, see Membership Forms.

Add or edit the content of membership emails for use in membership renewal notices. For more information, see Email Marketing.

Note: Before you can send membership renewal notices through email, from Marketing and Communications, you must edit the email message to include a From address and From name.