The Goal: Understand exactly what happens automatically when an applicant submits an on-line membership application, so you know which emails are sent and where to review the submission.
Before You Begin:
- Confirm the confirmation email is configured — either in the advanced options of your membership application form, or as the default in Automated Messaging.
- Make sure the staff members who should be alerted have subscribed to the Membership Application Submitted notification.
Step-by-Step Instructions
When an applicant submits an on-line application, the following will occur:
The applicant will receive an email confirmation. The email sent will either be the email you have selected in the advanced options of your membership application form, or the default you set in Automated Messaging. Email is sent to the address associated with the person who submitted the application.
Those staff members who have subscribed to the Membership Application Submitted notification will receive an email.
- Review the new submission in the back office: go to Memberships, click Submitted Applications.
Common Pitfalls
- No staff notification received: If no one gets the alert email, it is almost always because no staff member is subscribed to the Membership Application Submitted notification. Verify subscriptions before assuming the application did not come through.