Step 1: Ensure that you have enabled Web Forms User Registration
  1. From Web, click User registration settings.
  2. Under General, mark the Enable registration checkbox.
  3. Click Save.

Step 2: Confirm that the User Registration email process has not already been created
During implementation, your Altru consultant may have created this process for you. When that is the case, you will only need to customize the email message and send the email.

Check for the process:
  1. From Marketing and Communications, click Membership renewal efforts under Marketing efforts. The Membership Renewal Efforts page appears.
  2. On the Templates tab, check for the existence of the "User Registration" template.
  3. If the process is present, skip to Step 5.

Step 3: Configure Your Email Message & Package:
Create the email message:
  1. From Marketing and Communications, click Email marketing under Packages. The Email marketing page appears.
  2. Click View emails.
  3. Confirm that the "User Registration" email has not already been created in your database. If the email has already been created, skip to Create the package below. 
  4. Click Add and select Membership email. Then The Add membership email form appears.
  5. In the Select export definition field, click the binoculars. On the search screen that appears, select the default Membership Renewal Effort (Email) export definition.
  6. Click Continue. The Add email screen appears.
  7. In the Name field, enter “User Registration.”
  8. In the Description field, enter “Email message to encourage constituents with memberships to register through the online user registration page and create user accounts for web forms.”
  9. In the Subject field, enter the subject of your email. Example: “Sign up for your membership benefits.”
  10. In the From address and From name fields, enter your organization’s name and the email you would like this email to appear to be coming from.
  11. Enter your Email message.
  12. Insert a link to the user registration page. 
    1. Put the cursor after the default message, and click Insert/edit link in the toolbar. The Insert link screen appears.
    2. Select Special page, and then select “Webforms User Registration Page (User Registration Page).”
    3. In the Text to display field, enter “Register here.”
    4. Click Save. You return to the Add email screen
  13. Insert links to the privacy page and the email preferences page. These links are required to meet legal requirements.
  14. Click Save. The Emails page appears.

Create the package:
  1. From Marketing and Communications, click Packages under Packages. The Packages page appears.
  2. Click View packages.
  3. Confirm that the "User Registration" package has not already been created in your database. If the package has already been created, skip to Step 4. 
  4. Click Add and select Email package. The Add email package screen appears.
  5. In the Name field, enter “User Registration.”
  6. In the Message field, click the binoculars. On the search screen that appears, select the User Registration email message.
  7. In the Export definition field, the Membership Renewal Effort (Email) export definition is selected because it is already associated with the User Registration email.
  8. Click Save. The package record appears.

Step 4: Create your Process
  1. From Marketing and Communications, click Membership renewal efforts under Marketing efforts. The Membership Renewal Efforts page appears.
  2. On the Templates tab, confirm that the "User Registration" template has not already been created in your database. If the template already exists, skip to Step 5. 
  3. Click Add. The Add membership renewal effort process screen appears.
  4. In the Name field, enter “User Registration.”
  5. (Optional) If you’d like to exclude members who received the User Registration email previously, on the Exclusions tab, click Add. When the search window appears, click the Add button to add a new selection.  
    1. The Select a Source View screen appears.
    2. Select “Memberships” and click OK. The New Ad-hoc Query screen appears.
    3. Include the following parameter in the query:                                        User-added image
    4. Select the Set save options tab, and enter “User Registration Exclusion” in the Name field.
  6. On the Activation tab, select Activate and export membership renewal effort when template processing completes
  7. In the Appeal field, click the binoculars. On the search screen, click Add. The Add an appeal screen appears.
  8. In the Name field, enter “User Registration.”
  9. In the Description field, enter “Appeal to encourage existing members to register online.”
  10. Click Save. You return to the Add membership renewal effort process screen.
  11. Check the box to Refresh segment selections and filters.
  12. Click Save. The membership renewal effort record appears.
  13. On the Membership Rules tab, click Add. The Add membership renewal effort rule screen appears.
  14. In the Segment field, click the binoculars. This is where we will need to add a selection of members that will receive the User Registration email. Click the Add button on the Segment Search screen to add a new segment. The Add membership segment screen appears:
    1. In the Name field, enter "User Registration."
    2. Click Add.
    3. The Marketing Selection Search screen appears. Click Add, then select Ad-hoc query.
    4. The Select a Source View screen appears.
    5. Select “Memberships” and click OK. The New Ad-hoc Query screen appears.
    6. Include the following parameters in the query:                                                  User-added image
    7. Select the Set save options tab, and enter “User Registration” in the Name field.
    8. Click Save.
  15. In the Package field, click the binoculars. On the search screen that appears, select the User Registration package.
  16. Click Save. You return to the membership renewal effort record.

Step 5: Editing the Email message content
If the User Registration email process was already created in your database, you may want to edit the content of the email message before sending it. If you do not need to edit the content of your email message, proceed to Step 6. 
  1. Click View emails. The Emails page displays the messages that are available for email packages.
  2. Under Membership, select the User Registration email and click Edit. The Edit email screen appears.
  3. Under Mailing options, you can edit the text that appears in the Subject field of the email message; the email address and name that appears in the From fields of the email message; the email address that receives responses to the email message; and the email address that receives failure notices if messages cannot be delivered.
  4. Edit the content of the default email message as necessary.
  5. To edit the text of the ‘Register here’ link, highlight the link and type your desired text.
  6. Note: You should not remove the links to the privacy page and email preferences page. These links are included by default to meet legal requirements.
  7. Click Save. You return to the Emails page.

Step 6: Send the Email
  1. From Marketing and Communications, click Membership renewal efforts under Marketing efforts. The Membership Renewal Efforts page appears.
  2. On the Templates tab, select User Registration in the grid and click the template name to open its record.
  3. Under Tasks on the left, click Process memberships. The Membership Effort Process Status page appears, and a business process searches for the members to include in the email message.
  4. After the business process finishes, click Go to effort on the Recent Status tab.
  5. Under Tasks on the left, click View export status. The Marketing Effort Export Status page appears.
  6. Under Export outputs on the Recent Status tab, select the export definition for the email.
  7. To view the list of members who will receive the email, click Download output and select a file type.
  8. To send the email message, click Start email job.