Scribd
Upload
4 views

Creating_an_Email_Condition_for_the_CRM_Membership_Form

Uploaded by

oli.esti5696
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
4 views

Creating_an_Email_Condition_for_the_CRM_Membership_Form

Uploaded by

oli.esti5696
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 5

Creating an Email Condition for the

CRM Membership
Form
Learn how to create email conditions in this
step-by-step guide. This help guide will
demonstrate how to create email conditions
when the CRM Membership form is submitted by
a constituent.

Recommended Reading
Before You Start
● Creating a Membership Custom Field
● Creating a Membership Form

Content
Creating an Email Condition

Instructions

Creating an Email Condition


Email conditions provide a way to target your messages to constituents based on the
CRM form they complete. For example, to send a CRM Membership form registration
email, you’ll want to create an email condition that sends the registration email every
time a constituent auto-renews their membership. Let's take a look at how to create
this example.
1. To create an email condition, navigate to Settings Icon and select Global
Settings.

2. From the Communications column, select System Emails.


3. Locate the Membership Registration email type and make sure you enable the
email by selecting the Enabled toggle. This tells the system to send an email
when the form is submitted. Then, select View Settings & Versions.

4. Select New Email Condition.


5. Assign a name to your condition in the name field. This name is not visible to
constituents. It is used for you to quickly identify which condition to associate
with the form. Then select the Neon CRM Standard Version under Email Version.
Lastly, add your condition for this account form. When finished, select Submit.

Note: If you want to create your own email version, see the course Create an
Email Version.

6. In the condition section, notice that you can edit or delete the email condition
you just created.
Recommended Related Articles
● Adding Members

You might also like