Step 1: 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 Add a membership email. The Add membership email form appears.
  3. In the Select export definition field, click the binoculars. On the search screen that appears, select the default Membership Renewal Effort (Email) export definition.
  4. Click Continue. The Add email screen appears.
  5. In the Name field, enter “User Registration.”
  6. 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.”
  7. In the Subject field, enter the subject of your email. Example: “Sign up for your membership benefits.”
  8. In the From address and From name fields, enter your organization’s name and the email you would like this to appear from.
  9. Enter your Email message.
  10. 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
  11. Insert links to the privacy page and the email preferences page. These links are required to meet legal requirements.
  12. Click Save. The Emails page appears.
Create the package:
  1. From Marketing and Communications, click Packages under Packages. The Packages page appears.
  2. Click Add an email package. The Add email package screen appears.
  3. In the Name field, enter “User Registration.”
  4. In the Message field, click the binoculars. On the search screen that appears, select the User Registration email message.
  5. In the Export definition field, the Membership Renewal Effort (Email) export definition is selected because it is already associated with the User Registration email.
  6. Click Save. The package record appears.

Step 2: 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, click Add. The Add membership renewal effort process screen appears.
  3. In the Name field, enter “User Registration.”
  4. (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.
  5. On the Activation tab, select Activate and export membership renewal effort when template processing completes
  6. In the Appeal field, click the binoculars. On the search screen, click Add. The Add an appeal screen appears.
  7. In the Name field, enter “User Registration.”
  8. In the Description field, enter “Appeal to encourage existing members to register online.”
  9. Click Save. You return to the Add membership renewal effort process screen.
  10. Check the box to Refresh segment selections and filters.
  11. Click Save. The membership renewal effort record appears.
  12. On the Membership Rules tab, click Add. The Add membership renewal effort rule screen appears.
  13. 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 to add a new segment:
    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 parameters in the query:                                                  User-added image
    4. Select the Set save options tab, and enter “User Registration” in the Name field.
  14. In the Package field, click the binoculars. On the search screen that appears, select the User Registration package.
  15. Click Save. You return to the membership renewal effort record.

Step 3: 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.