If your subscription includes membership management, Bloomerang CRM emails your members when they join online and when membership payments are processed.
If you use Journey Automation to automate acknowledgements for initial membership payments, make sure confirmation emails and online payment confirmation receipts have a purpose of Receipt, not Acknowledgement. This makes sure you email only one acknowledgement for a donation. For more best practices, read About Confirmation Emails, Online Payment Confirmation Receipts, and Acknowledgements.
In this article:
Confirmation Emails
Bloomerang CRM sends a confirmation email to members who join online. This email has two purposes:
Confirms the membership was created
Serves as the receipt for the initial membership payment
The confirmation email includes this information:
Subject — Online Donation Confirmation
Payment date
Membership level
Autorenewal method — Credit Card, EFT, or None
Amount — Yearly membership fee for the membership level
Frequency — Yearly
Last four digits of the card or account number
Only members who join online receive a confirmation email. Bloomerang CRM sends a default confirmation email. You can send a customized confirmation email instead.
For more information, view Customize Confirmation Emails for Forms.
If you manually create a membership in Bloomerang CRM on behalf of a constituent, the constituent doesn’t receive a confirmation email by default. However, you can create and schedule an email confirmation for memberships that you manually create.
Online Payment Confirmation Receipts
If you enable online payment confirmation receipts, Bloomerang CRM emails a payment receipt to members each time a membership autorenews and the payment is processed.
The receipt includes this information:
Subject — Payment Receipt
Date — When Bloomerang CRM processed the payment
Amount — Yearly membership fee for the membership level
Type — Membership Payment
Membership level
Last four digits of the card or account number
You can send a customized receipt instead of the default receipt for autoprocessed renewal payments. For more information, view Enable Online Payment Confirmation Receipts.
Tip: If you enable online payment confirmation receipts, but want to send personalized payment emails for each membership level, we recommend that you create email templates for each level and select the Acknowledgement purpose. Include a filter for the Transaction Type (Membership Payment) and Group (the name of the membership level). Schedule the email to send.
View Sent Confirmation and Receipt Emails
To view a copy of the confirmation email or online payment confirmation receipt that a member received:
Open the constituent’s profile.
Click Timeline.
Click the membership confirmation or payment interaction.
In the Generated Email section, click the email message link.