FAQs
How do I send the monthly statement email?
- Select List Templates from the Buz Mail 2.0 section.
- Locate the statement template for your club and hover over the Action button - choose to Create Email.
- Enter a Message Subject - this subject WILL be visible to recipients.
- Enter a Send From email address - this can be any account email account associated with your club website name.
- Review the message content and make changes to the text, if appropriate.
Your email should contain the [[StatementLink]] variable in the content of the email. When the email is sent, each member will receive their custom statement link in place of the [[StatementLink]] variable.
- Once your edits are complete, click the Save button in the top right corner.
- Now click the Send this email now button in the top right corner.
- In Step 1: Select the type of recipient list leave the Built-in Recipient List radio button selected.
- In the second set of radio buttons, choose Account Statement Members - Only sends to the HEAD member who is marked ACTIVE or INACTIVE.
You must select the Account Statement Members - Only sends to the HEAD member who is marked ACTIVE or INACTIVE. If this option is not selected your [[StatementLink]] variable will not contain a link to the member statement. - Once the Account Statement Members option has been selected you will see more options below. Here you may pick your year and month for the statement, and whether or not you'd like to send out chit information.
- Once you've completed your selections you may scroll down and click on Generate Recipient List for Sending Now.
- Review the recipient list to ensure all looks good.
At this step, you can uncheck recipient names and refine the list, but you must use the Refine List button to save your changes.
- Once you have approved the recipient list, click the Confirm Recipient List button at the top of the page.
- Give the email a final review and click Send Email Now.