Members do not always remember the benefits of their packages. A periodic reminder of the benefits they have with their membership, showing the value they have with their membership along with what benefits remain can be helpful.
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You can send the email to a member individually using the email template OR you can send an email in bulk to members using the Benefit Tracking Mass Email report.
To send in bulk:
- Select Reports in the left-hand navigation panel.
- Select Benefit Tracking Mass Email.
- Select the desired benefit packages from the Benefit Packages to be Emailed list. The list will default to all, but you can select a specific benefit package if desired. Only packages that are active will be available for selection.
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Click View Report.The report will include the Member Name, Benefit Package, Primary Rep Name, Primary Rep Email Address.
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Click Next Step - Continue to Email Editor.
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Select the Benefit Summary Reminder Email template.