Set Up Dues Notifications

Categories: Dues Management | How To

How To: Set Up Your Dues Notifications

To set up your first notification, navigate to Dues Management >> Dues Notification.

  1. Click on the green plus button

Fill out the necessary fields listed below:

  1. Dues Notification Name
  2. Days Offset: Tells AMO when to send the email – the number of days before or after the member’s paid through date that you’d like to the notification to go out
  3. Occurrence: Prior To Trigger Field or After Trigger Field (Prior to = Before Renewal Date, After = After Renewal Date)
  4. Active: Checking this box means the email will be sent on its specified date. If this box is unchecked, your notification is in “draft” mode and will not be sent out.
  5. Create Invoice and Attach PDF: *IMPORTANT* These boxes should only be checked on the first notification. This creates an individual or organization member dues invoice and attaches it as a PDF to the email. This invoice will then be added to the members profile where they can log in and pay.
    DO NOT check these boxes on the additional notifications as it can confuse the members and generate multiple invoices.
  6. Dues Options for Invoice Payment: It’s best to select “Based on Member Type, if possible”.

This tells AMO to only show a member their specific membership level, rather than including all membership levels on one invoice.

How to Configure Personal Email Notifications

Once you’ve configured your notification settings, it’s time to craft an email message with each notification. 

  1. Check “Send Email When Executed” to send your personal email message with dues notification
  2. Check “Create Communications Record If Email is Sent”(optional) if you’d like this notification message to be noted in a members communication tab
  3. Email From Address: Enter your admin email so members know who the message if coming from
  4. Email Subject: Enter a subject line so members know what the message is about
  5. Email Content: Configure your email message in the editor. If you’d like to add personalization to your message, click the “Merge” drop down menu and select your desired personalization (ex: first name, last name, organization)
  6. Check “Append Username to Email” (optional) if you’d like to add a member’s username to the email. This helps members remember their login information.

Repeat this process to configure as many notifications as you’d like.

How To Set Up Notifications After a Member Has Missed Their Paid-Thru Date

To send out additional notifications after a member has missed their renewal period, we will repeat steps 1-6 from the first block of instructions but with a few changes. See below.

  1. Dues Notification Name (admin purposes only)
  2. Days Offset: Tells AMO when to send the email – the number of days after a member has missed their renewal date (7 Days = 7 days post paid-thru date)
  3. Occurrence: Select After Trigger Field to send a message after they’ve missed their renewal date
  4. Active: Checking this box means the email will be sent on its specified date. If this box is unchecked, your notification is in “draft” mode and will not be sent out.
  5. Create Invoice and Attach PDF: *IMPORTANT* These boxes should only be checked on the first notification. This creates an individual or organization member dues invoice and attaches it as a PDF to the email. This invoice will then be added to the members profile where they can log in and pay.

*DO NOT check these boxes on the additional notifications as it can confuse the members and generate multiple invoices.

Be sure to configure a specific message for this notification. Follow steps 1-6 from “How to Configure Personal Email Notifications”. See an example below.

The fields that follow the message creator are for advanced dues options only.

To configure these settings, please contact support at help@amohq.com.