How to add digital membership cards to your email
Requirements:
- You have an email created in Social Good Software.
- You have written a query for your email that include these two (2) required fields:
- Members\Constituents\First name
- Members\Constituents\Constituents Record.
Note: There are two first names in the output fields because the first one is for the body of the email and the other one is for the linked digital membership card.
Adding digital membership cards to your email
1: Go to the Email Designer. Click on the email template you prepared and proceed to Settings.
2: In Settings, you need to set up the Required and Customizations sections properly. Make sure each item has a green check next to them cause it indicates that you have already configured it correctly.
3: To create the digital membership card link, first, click on the little gear in the Grouped Fields section and enable the following:
- Members\Constituent\First name
- Members\Constituent\System record ID
4: Proceed to the Grid section for the merge field of the first name and the link to the digital membership card. Select the Grid and click on the Load default for the merge field and the link to show up. Save once done.
5: Save the changes you made in the Settings and proceed to the Designer tab.
6: On the lower left side of the window, click on the Grouped field dropdown. Drag the %grid% into the body of the email and Save.
7: Go to the Preview tab to check the changes made to the email. You can also try the membership card link if it works.
Summary
Grid allows us to create a link to digital membership cards for each member on membership and add it to the email. The email is going to the primary member, so we want to display all the members who are part of that membership. In that way, all members can download their digital membership card.
Contact us through our support channel if you have any questions.
