Communication checklist

The Order Confirmation template is sent to users when they purchase something from your site. You must tailor the order confirmation template before contacts begin purchasing items from your site.

Tailoring the order confirmation template

Managing the order confirmation template

The Default template automatically opens when composing new communications or when sending a communication directly to an individual.

Do the following to define your own Default template:

See Event invoices for more information.

Send this communication to those who have an outstanding balance with your organization. Account statements can be emailed to contacts by attaching the Account Statement or Account Statement Report Writer reports to the communication template.

Out-of-the-box, the Account Statement and Account Statement Report Writercommunication templates comes preconfigured with the Account Statement orAccount Statement Attachmentreport attached. Before emailing account statements, you must create your own account statement template. The actual communication template must be tailored, but the attached Account Statement or Account Statement Report Writerreport does not need to be tailored.

To create a tailored Account Statement communication template, do the following:

1. Go to Marketing > Communication templates > Templates > Samples.
2. Select the Account Statement or Account Statement Report Writertemplate, then select Organize > Copy.
3. Select the Templates folder, then select Organize > Paste.
4. Open the new template, and make the desired edits, such as removing and updating all of the ASI and iMIS sample information.
5. Click Save.

The Account Statement and Account Statement Report Writer reports contain information defined in the Financial Entity, such as the organization name and address. Before sending this report, make sure your financial entity information is updated and does not contain the sample ASI and iMIS information. For more information, see Financial entities.

Renewal notices are communications that are sent to members, reminding them that their fees are due soon. These reminders are sent after billing renewals are generated.

The Order Invoice and Order Invoice Report Writer communication templates are used and sent to contacts when order invoices are generated.

See Processing orders for more information.

This out-of-the-box communication template is used to inform members that you have cancelled their membership renewal.

To create a tailored Membership Cancellation Notice communication template, do the following:

1. Go to Marketing > Communication templates > Templates > Samples.
2. Select the Membership Cancellation Notice template, then select Organize > Copy.
3. Select the Templates folder, then select Organize > Paste.
4. Open the new template, and make the desired edits, such as removing and updating all of the ASI and iMIS sample information.
5. Click Save.

The Event Cancellation Notice is used to inform event registrants that an event was cancelled. There is a pre-built scheduled task associated with this communication template that also must be updated before you begin using it.

To use the Event Cancellation Notice communication template and the related scheduled task, do the following:

For more information about scheduled tasks, see Creating and editing scheduled tasks.

If you plan to send automatic emails to contacts when they are removed from an event waitlist, then you must update the related communication template and process automation task.

To use the out-of-the-box Event Registered from Waitlist Notification communication template and related task, do the following:

The following contact erasure communications are available:

• Contact Erasure Request Confirmation - The communication sent to contacts when they have requested to be erased from your system.

See Erasing a contact's personal data for more information about contact erasure.

Each communication is associated with a process automation scheduled task. Do the following before using the communication templates and scheduled tasks:

1. Go to Marketing > Communication templates > Templates > Samples.
2. Select the Contact Erasure Request Confirmation template, then select Organize > Copy.
3. Select the Templates folder, then select Organize > Paste.
4. Repeat steps 2 and 3 for the Contact Erasure Request Update template.
5. Open the new templates, and make the desired edits, such as removing and updating all of the ASI and iMIS sample information.
6. Click Save.
7. Go to RiSE > Process automation.
8. Locate the Contact erasure request confirmation task, and open it for edit.
9. Click the Actions tab.
10. Select the pencil icon.
11. From the Communication line, Remove the existing template, then Select your copy of the Contact Erasure Request Confirmation template.
12. To enable the task and begin sending out emails immediately, select Enabled.
13. Save the task.
14. Repeat steps 8-13 for the Contact erasure requests - Update email task and associated Contact Erasure Request Update communication template.

The Invoice Notice and Invoice Notice Report Writer communication templates are another template in iMIS that comes out-of-the-box with an attached report. In order to properly email an invoice directly from iMIS, there must be a connection from the invoice query to the communication's query. This communication is designed so that you can easily send an invoice to a contact without needing to create that connection yourself. The Invoice Detail or Invoice Notice Report Writer report is attached by default.

Before you can use and send the Invoice Notice or Invoice Notice Report Writercommunication template, do the following:

1. Go to Marketing > Communication templates > Templates > Samples.
2. Select the Invoice Detail template, then select Organize > Copy.
3. Select the Templates folder, then select Organize > Paste.
4. Open the new template, and make the desired edits, such as removing and updating all of the ASI and iMIS sample information.
5. Update the Pay Invoice Now link to point to your public website.
   1. Highlight the Pay Invoice Now link, then, from the Insert link drop-down, select Pay Invoice Link.
   2. Select the Content or URL and the Default website.

The Invoice Detail report contains information defined in the Financial Entity, such as the organization name and address. Before sending this report, make sure your financial entity information is updated and does not contain the sample ASI and iMIS information. For more information, see Financial entities.