Anniversaries and birthdays

Customer icon Λctiv8 Manager monitors your member database to keep track of the following annually recurring dates:


Club membership anniversaries

Manager uses the weekly “Process membership Anniversaries” job to note when an anniversary of any of your membersʼ joining a club falls within the next seven days. The automatic job “Send Anniversary Cards for Today” e-mails a note to each of these members to mark the occasion. You can view the membership anniversary note and modify it to suit your needs.

To send yourself a sample of the member anniversary note:

  1. Open the Customer list.

  2. From the Actions menu, choose Email Job Template : Email Anniversaries : Send Sample Anniversary Card.

To modify the membership anniversary card template, choose Email Job Template : Email Anniversaries : Edit Anniversary Card Template from the Actions menu.

Birthdays

Manager recognizes membersʼ upcoming birthdays with the weekly jobs “Process membership for birthdates” and “Process membership for spouse birthdates.” It sends e-mail birthday cards to these members and spouses with the jobs “Send Birthday Cards for Today” and “Send Spouse Birthday Cards for Today.”

To review the birthday cards before sending:

  1. Open the Customer list.

  2. From the Actions menu, choose Email Job Template : Email Birthdays : Send Sample Birthday Card (or Send Sample Spouse Birthday Card).

To modify the birthday card templates, choose the option Edit Birthday Card Template or Edit Spouse Birthday Template.

Wedding anniversaries

Similarly, Manager keeps track of membersʼ wedding anniversaries with the jobs “Process membership Wedding Anniversaries” and “Send Wedding Anniversary Cards for Today.”

To review the wedding anniversary card:

  1. Open the Customer list.

  2. From the Actions menu, choose Email Job Template : Email Anniversaries : Send Sample Wedding Anniversary Card.

To modify the wedding anniversary card template, choose the option Edit Wedding Anniversary Card Template.


Related topics:

↑ Managing club memberships

Adding a member

Prepaid memberships

Gift memberships

Suspending a membership

Canceling a membership

Club types

Anniversaries and birthdays