Email automations
Every triggered email as a rule. WildApricot parity, in one place.
Automations
29
29 enabled
Live (firing)
3
renewal reminders wired
Scaffolded
26
defined, ready to wire
Account & sign-up
Welcome, email confirmation, password reset
| Automation | Trigger | Timing | Audience | Template | Status | Enabled |
|---|---|---|---|---|---|---|
| Account activated | member.activated | Immediately | Pending members | none yet | scaffolded | |
| Email confirmation | member.created | Immediately | New members | none yet | scaffolded | |
| Forgot password | password.forgot | Immediately | Any member | password_forgot | scaffolded | |
| Password reset confirmed | password.reset | Immediately | Any member | none yet | scaffolded | |
| Welcome (new member) | member.created | Immediately | New members | welcome | scaffolded |
Bundle & sponsorship
Coordinator onboarding, member added, sponsor renewals
| Automation | Trigger | Timing | Audience | Template | Status | Enabled |
|---|---|---|---|---|---|---|
| Added to a bundle | bundle.member.added | Immediately | New bundle members | none yet | scaffolded | |
| Bundle admin: forgot password | password.forgot | Immediately | Bundle coordinators | password_forgot | scaffolded | |
| Bundle administrator welcome | bundle.admin.created | Immediately | Bundle coordinators | bundle_admin_welcome | scaffolded | |
| Sponsor onboarding | sponsor.created | Immediately | New sponsors | none yet | scaffolded | |
| Sponsorship renewal upcoming | sponsorship.renewal.upcoming | 30 days before | Sponsors | none yet | scaffolded |
Events
Announcements, registration, reminders, follow-up
| Automation | Trigger | Timing | Audience | Template | Status | Enabled |
|---|---|---|---|---|---|---|
| Don't forget: event today | event.upcoming | On event day | Registrants | event_reminder | scaffolded | |
| Event announcement (1 of 3) | event.published | On publish | All members / segment | none yet | scaffolded | |
| Event announcement (2 of 3) | event.announce | 2 weeks before | All members / segment | none yet | scaffolded | |
| Event announcement (3 of 3) | event.announce | 1 week before | Not yet registered | none yet | scaffolded | |
| Event reminder (1 day) | event.upcoming | 1 day before | Registrants | event_reminder | scaffolded | |
| Event reminder (1 week) | event.upcoming | 7 days before | Registrants | event_reminder | scaffolded | |
| Post-event thank you | event.ended | 1 day after | Attendees | none yet | scaffolded | |
| Registration confirmation | event.registered | Immediately | Registrants | event_registered | scaffolded |
Membership lifecycle
Renewal reminders, lapsed, renewed, level changes
| Automation | Trigger | Timing | Audience | Template | Status | Enabled |
|---|---|---|---|---|---|---|
| Membership lapsed | renewal.overdue | On lapse | Lapsed members | renewal_overdue | live | |
| Membership level changed | membership.level_changed | Immediately | Any member | none yet | scaffolded | |
| Membership renewed | membership.renewed | Immediately | Renewing members | membership_renewed | scaffolded | |
| Renewal upcoming (30 days) | renewal.upcoming | 30 days before | Members renewing | renewal_reminder | live | |
| Renewal upcoming (7 days) | renewal.upcoming | 7 days before | Members renewing | renewal_reminder | live |
Payments
Receipts, failed payments, invoices
| Automation | Trigger | Timing | Audience | Template | Status | Enabled |
|---|---|---|---|---|---|---|
| Invoice issued | invoice.created | Immediately | Billed members | none yet | scaffolded | |
| Payment failed | payment.failed | Immediately | Payers | none yet | scaffolded | |
| Payment receipt | payment.succeeded | Immediately | Payers | payment_successful | scaffolded |
Newsletters & broadcasts
Manual sends to subscribed segments
| Automation | Trigger | Timing | Audience | Template | Status | Enabled |
|---|---|---|---|---|---|---|
| Chapter newsletter | manual.send | On send | Subscribed, by chapter | newsletter | scaffolded | |
| One-off announcement | manual.send | On send | Chosen segment | none yet | scaffolded | |
| Organization newsletter | manual.send | On send | All subscribed members | newsletter | scaffolded |