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.

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:

1. Select Reports in the left-hand navigation panel.
2. Select Benefit Tracking Mass Email.
3. 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.

4. Click View Report.The report will include the Member Name, Benefit Package, Primary Rep Name, Primary Rep Email Address.

5. Click Next Step - Continue to Email Editor. 

6. Select the Benefit Summary Reminder Email template.

   

Related articles

• Assign Benefit Packages to Members

• Benefit Tracking Report

• Edit Benefit Usage