When a membership is due to expire and the member still has duties to complete, you can decide how many days prior they will start to receive an automatic email.

There are three due to duty automatic emails you can use and they have been created so multiple reminders can be sent over a time interval of your choice.

The default setup is different for each but can be changed to whatever you choose so members will receive the emails so many days before the membership expires.
For example, the first can be sent 90 days before, the next 60 days before and the last 30 days before.

Email Template

The first important step is to create/modify the email templates called ‘due_to_duty’. Each template is the same so you may need to make slight changes to align with the order they are sent, entirely up to you.

Go to Setup -> Email Templates and click edit.

Then change the content in the emails

You can add any generic shortcode you like to the emails, for example, in the above template, you can see [longname] or [libraryname].
Follow this link to view our full list of shortcodes.

After saving the emails, go to Setup -> Automatic Email and activate the cron jobs.

Make sure the email template matches the correct cron job.

This type of automatic email will only be sent once.

Administrator Report

Every time MiBaseNZ sends an email, the toy library admin will receive the REPORT in an email, like this