Workflows

Workflows

A workflow is a process that sends a selected list of members an email when something happens in the system. 

For example, let's say we want to be notified when any member updates their address.

Step 1

Go to "Setup > Workflows" and click on the "Add Workflow" button.

Step 2

In the form, enter the following:

  • Workflow name: Member changes address
  • Table: Members
  • Workflow type: Record is updated
  • Fields: Address 1, Address 2, Address 3, Address 4, Postcode
  • Click the "Add Workflow" button

Step 3

Click on the "Add Step" button and select the user you want to be notified when this workflow fires.

Enter any text you would like to be included in the email that is sent out when it fires.

Click "Add Step".


That's it, from now on, when a member updates any of their address fields, you will receive an email.

    • Related Articles

    • Email templates

      If you send the same email (for example to new members) all the time, you can save it as a template. You can insert special tags into the email (think mailmerge) so when the email is sent, the system will replace them with the value from the member's ...
    • Email folders

      Email folders allow you to save and organise your emails to move them out of your inbox. There are 2 ways you can create email folders: Via "Setup > Email Folders" Click on the "Add Folder" button to create one. Via the Inbox Click on the "Add ...
    • Email blacklist report

      When you send emails to your members, if those emails bounce or a member marks one of your emails as SPAM, they will automatically be placed on the blacklist report.
    • Inbox

      When you send email out from the system, the "From" address is your club email address. Once we have setup your club email address, any emails that are sent to it are listed in the "Inbox". Click on an email to view it, then click on the "Action" ...
    • Send invoices

      When you want to email invoices out to your members, use this page. Select what you want to send (either all unpaid invoices or specific invoices between two dates) and enter the information you would like to appear in the email. If you check the ...