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Office Help Home

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Use Case(s):

    • A Membership Director wants to send an additional Event Flyer with their Statement Emails.

    • The Club wants to attach a Newsletter to their Statement Emails.

    • Event Registration forms are sent with Statement Emails to help accelerate the registration process.


Accessing the Tool

To begin:

  1. Navigate to the Membership Module on the left-hand user menu

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  1. .

  2. Select Print Member Statements.

The Member Statement Wizard will launch.

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Select the applicable Month and Year of the Statement Email being sent.

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Output Settings 

  1. Uncheck Print Statements

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  2. Change the Output Settings to Attach PDF (Rich).

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  1. Click, Next.

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Member Selection/Statement Details

On the next screens, select Members who are configured for an Email Statement, and the applicable Statement Details settings as normal.

Please Note: For more information on selecting Members and the Statement Details screen, please see our End of Month - Month End Wizard guide.

Adding the Attachment

Attach additional attachments in the form of a Hyperlink within the body of the Statement Email by following the below instructions:

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  1. Enter a Subject for the Email Message (Optional). Then, write out the Email Message that will be sent along with the Statement.

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  1. Highlight the Text that will serve as the hyperlink, and choose the Insert Link

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  1. Icon on the toolbar.

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  1. Click the Browse Icon to Upload/Browse to the desired PDF or JPG file.

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  1. To upload the desired file, select the Upload

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  1. Icon, and then choose Add

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  1. Files.

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  1. Navigate to the desired file and choose Upload.

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  1. Once upload is complete (Finished at 100%), Close the Upload screen.

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  1. Select the newly uploaded file and choose Insert.

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  1. The URLto the file will be loaded automatically. Click OK to finish inserting the Hyperlink.

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  1. The Text highlighted previously will now link directly to the uploaded file.

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Sending the Email

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  1. Once the necessary attachments have been inserted, select Finish to send the Email

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Past Due Messages

The Office System has the ability to place canned Past Due Messages on any Member’s Statement who is over 30, 60, or 90 days past due. Please follow instructions below to create/update a Past Due Message.

To create/update a Past Due Message: 
1) Select System across the top toolbar and choose System Settings.

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2) Navigate to the Membership tab on the left pane of System Settings.

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4) Now, the corresponding message will appear on a Member’s Statement if they are Past Due.

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