Membership Order Base Email Notification Template

The Membership Order base email notification template is used when a new order is created for a membership product. An email is sent to the bill-to customer of the order that includes the order number, product, and cycle begin and end dates. This email will include a listing of primary membership as well as any chapters or SIGs within the order.

Clients must fill in the correct client-specific value for Parent Product within the Additional Criteria filter section.

Data Collection: OrderInfo.OrderMasters

Base Frequency (Scheduled Notifications Only): Every 5 Minutes

Base Filters

Filter	Description
Subsystem EqualTo MBR	This will generate the email if the order contains a product within the Membership (MBR) subsystem.
Allow System Notifications EqualTo Y	This filter appears on all base notification event templates and prevents emails from sending to customers that do not allow system notifications.  The Allow System Notifications toggle is located on the Contact Information page within a customer record.
AddedOn LessThanOrEqualTo Current Run Date and Time	This will generate the email if the date and time the order was added is less than the current run date and time.
AddedOn GreaterThan Last Run Date and Time	This will generate the email if the date and time the order was added is greater than the last time this process was scheduled to run. This ensures that a customer won't receive multiple emails for the same event.
CustomerStatusCode EqualTo ACTIVE	This filter appears on all base notification event templates and prevents emails from sending to customers that are in a status other than Active, such as Deceased, Duplicate, or Inactive.  The Constituent Status is located on the Demographics page within a customer record.
OriginalOrderNumber IsNull	This will generate the email if the Original Order Number field is blank in the database. This filter ensures this email does not send for Membership Renewal orders.
LineStatusCode EqualTo A	This will generate the email when the Line Status for membership is Active. This filter ensures this email sends only after the order line is active and not proforma.
ParentProduct EqualTo	This value must be entered by clients with their organization's membership parent product.

Base Email Body

Dear {{BillToCustomer.LabelName}} ,

Enclosed please find your membership information. We are delighted to have you as a member and look forward to serving all your needs.

Order Number	Product		Cycle Begin Date		Cycle End Date
{{#each Details}}
{{this.OrderNumber}}	{{this.Product.ShortName}}		{{this.CycleBeginDate}}		{{this.CycleEndDate}}
{{/each}}