2.2 Email a Prefilled Membership Form to Members

The first step is to amend the ‘Cover Letter’ Template to ensure it has all information your members need to renew their membership e.g preferred renewal method; club contact details; club fees, etc. See Section 2.1

Suggest you send a test to yourself by putting in your First Name & Last Name

1. LHS Menu > Reports > Member
2. Report Type: Membership Renewal Form
3. Click Advanced Search
4. Output Format: PDF
5. Renewal Season: 2024/2025
6. Status: Active
7. Registered Season: 2023
8. Email to Members: Tick, additional fields should now display (see screenshot below)
9. Declaration: tick
10. Template Name: select from the drop-down
11. Email Subject: eg Club Membership Renwal 2024/25 Season
12. Print Cover Letter: Yes
13. Print Declaration: Yes
14. Print Membership Details: No
15. Tick Display Report Here
16. Display Report Here: Tick
17. Display Report

Surfguard will then produce a report of members that have been emailed their pre-filled membership form and provide you with pre-filled forms for those without email addresses.

The blank SLSA membership form can be found on the Members Area (search “F076” OR “Membership Form”)