How the relative to date email setting works

Do you have members who auto-renew more than once? Or do you have a monthly membership program where you would like an email to go out to members every month? Keep reading to learn how to use the relative to date frequency option in your email settings to send the same email relative to date. 

You may want to use the relative to date option for an email if you would like to send the same email to a recipient relative to dates such as a membership renewal or expiration.

View our recommended auto-renew query

There are many kinds of emails with different purposes based on the needs of an organization. Social Good Software supports three types of emails. 

What is the difference between the 3 email types?

Email Frequency settings 

You can find this setting on the email settings page under the option called “Frequency”. The frequency automatically defaults to be sent out immediately.

1. Frequency – Immediately 

• This option will send the email immediately after you create it. 
• It requires a note type in the query to determine if the email was sent out.

Learn about how to create a note type for a sales order query

2. Frequency – Specific time 

• You can set the time when you want your emails to go out. 
• Note type is also needed to know if the email was sent out at the specified time.

Learn about how to create a note type for a membership query

3. Frequency – Relative to date 

• Needs to add to the query output fields the purchase date, transaction date, expiration date, or another relative field. 
• This option does not require a note type in the query but needs a date like the renewal date, date of purchase, and so on to be able to send out an email relative to a datel
• A note type is still required in the email settings in order to create a note in Altru that the email went out

Do you need to email the same person multiple times?

Read about how to bypass the email limit of one email in the following article.

How to bypass a single email limit per email type

Summary

Sending emails can be right away, at a specific time, or relative to date. Depending on which frequency option you select, you will either need a note type in the query or a date in the output field.

If you have additional questions, please reach out to us at support@socialgoodsoftware.com.