Creating membership note types
Step 1: Code tables
- Click on “Administration”.
- Click on “Code tables”.
Step 2: Note type
- On the drop-down menu, select “Membership” and click on “Apply”.
- Click on the “Membership Note Type”.
- Click on the “Add” button.
Step 3: Save note type
- Enter the name of the note type.
- Click on “OK” to save the note type.
Common names include Back of office, Membership launch, Membership expiration notice, Back of office - Gift giver, Back of office - Gift recipient, Membership manual tagging, Auto-renewal membership reminder, Lapsed membership notice, Auto-renewal membership payment notice, Auto-renewal membership acknowledgment.
Additional Email Designer support articles can be found at our Knowledge base.