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How Do I Set Up Emails To New Members?

New loyalty members can be sent an automatic email via the B2B service.

1

Enable the functionality via the Send Loyalty New Member Email check box on the Loyalty tab of System Settings.

2

Define the following communication fields: Mail Server, Default Mail Usercode, Default Mail Password and Default Sender Address on the Email/Comms tab of System Settings.

3

Create an email template (DataEntryBasic EMailTemplate). Certain token fields in the template message can be replaced automatically by the system. At present the token if used will be replaced by the customers Title and Last Name fields.

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