Enter the member information, select the email type and agent, then
submit the form.
Auto Emailer Reminder
Hey Rookie! 👋
Here are a few important things to know before using the auto emailer.
1
Copy and paste whenever possible.
When filling out the member information fields, copy and paste the
information instead of manually retyping it. This reduces the chance
of mistakes.
2
General Emails do not need a Member Number or Product.
If you are sending a General Email, leave the Member # and Product
fields blank.
3
Member Number and Product are for new-member welcome emails.
Only populate those fields when signing up a new member and sending
their welcome email.
IMPORTANT: NON-MEMBERS — including postdates — should NEVER have a
Member Number sent to them.
!
Manager Approval Required
Resending a welcome email can only be done with manager approval.
There are very few reasons we should ever need to resend the welcome email
to a member. Please check with a manager and receive approval before advancing.