2.1 Email Membership Renewal Instructions

Existing Members can renew via the Members Area at http://members.sls.com.au. To assist members with creating a Members Area account or getting their login details sent to them, club officers can email members their Membership Details

Prepare Membership Details Template

1. In Surfguard > Menu > Maintenance > Templates
2. Click Add New Template
3. Template Type – Membership Details
4. Template Name – Membership Details for Members Area Account
5. Default – Do Not tick at this stage
6. Email Subject – xxxxxx SLSC – Important Information for Membership Renewals
7. Cover Letter Template – Copy & Paste the following and amend as required.
8. Once the details are completed click Save.
   

NOTE: Fields in brackets [[XXXXX]] are inserted from the Insert Details at the bottom of the template

[[CurrentDate]]

Dear [[MemberFirstName]]

RE: [[OrganisationEntityDisplayName]] Renewal for [[NextRegistrationSeason]]

All members of [[OrganisationEntityDisplayName]] are required to submit an online renewal form and make payment for the [[NextRegistrationSeason]] season. Please browse to the Members Area at https://members.sls.com.au to login and submit your renewal.

Below is some information to assist you with accessing your Members Area account.

1. Do I have Members Area Account?
Your Members Area Username is: [[MembersAreaUserName]]

2: I Don’t Have a Username OR I Have Forgotten My Password
If you don’t have a Members Area account or you have forgotten your Password, please use the details below to either create an account or reset your password

First Name: [[MemberFirstName]]
Last Name: [[MemberSurname]]
Date of Birth: [[MemberDOB]]
Mobile Phone: [[MemberMobilePhone]]
Email Address: [[MemberEmailAddress1]]

Membership Renewals are due by (insert date). If you have any questions or need further assistance, please email (insert email address)

Kind Regards

(Insert Senders Name)
(Insert Senders Title)
[[OrganisationEntityDisplayName]]_%

How to Email Membership Details with the Template – Suggest You Send a Test Email to Yourself

1. LHS Menu > Reports > Member
2. Report Type – Membership Details
3. Output Format – PDF
4. Click Advanced Search
5. Registered Season – 20….
6. Membership Type – highlight the Membership Categories you want to email to
7. Include Lifesaving Online Account Details (Members Area Account Details) – TICK this box
8. Include State Based Details – make sure this is UNTICKED
9. Email to Members – tick the box
10. Tick box for declaration
11. Template Name – highlight “Membership Details for Members Area Account” – this is the template you just created
12. Email Subject – will prefill from template
13. Print Cover Letter – select Yes
14. Template details will display
15. Include Awards – Untick
16. Include Patrol – Untick
17. Include Notes – Untick
18. Scroll down and Click “Display Report”

You will receive a list of the Member ID’s, Name & Email Address of Members the details have been sent to. Any members who has no email or has ticked “Do Not Send Email” will display if you scroll down.

NOTE: If a member wants to renew an entire family, the Primary member can create a Members Area account, create a Family Group and renew all members of the family in one transaction. This eliminates the need for every member to have their own Members Area account.