EMAIL: Mass Sending Confirmation Emails AMP Feature


Purpose: To allow FinalForms AMP Admins the ability to send mass confirmation emails to their members.
 
How to: 
1. Manage-Members

Manage menu open, listing Members, Vendors, Representatives, and Finance options above a table of member records
Manage-Members

2. Use your sort to zone in on the members you want to reach out to. For this example, we will use any member that hasn't confirmed their account. "Unconfirmed"

Member search filters panel with the Unconfirmed checkbox ticked under Confirmation
Unconfirmed Members

3. Click Export and Export again. Then download your report in the next window.

Note: You do not need to do anything to these reports. No manipulation is required to mass send confirmation emails.

Export/Subscribe modal with Format set to CSV and a list of selected export columns below
Export

Export/Subscribe modal showing a completed export with Close, Modify, and Download buttons
Download Report

A notification banner showing the exported member CSV file has finished downloading
Report

4. When your report has been downloaded click on Import and go to "Mass Send Registration Emails"

NOTE: You will notice, there are different drop downs that you can utilize here. For example: you can mass send payment prompts, mass send membership cards, mass send membership renewal reminders for any members that haven't renewed their membership yet, etc.

Import dropdown menu open with Mass Send Registration Emails highlighted among the mass-send options
Import


5. On the next page, you need to choose the report we received on the previous page and Import it back into AMP.

A file picker with the previously exported member CSV selected for upload
Import Report


6. Once your report has been re-imported into AMP, you are all set! Those members have now received an email from AMP to confirm their account.

Mass Communication Member CSV page showing a completed 6 of 6 send with a list of recipients below
Mass Send


The account confirmation email with a 'click here to confirm your account' link and FinalForms branding
Confirmation Email


Conclusion: This training tip allows FinalForms AMP Admins a convenient way to mass send confirmation emails to their members. This is extremely helpful when you are trying to clean up your database and reach those members that have yet to sign up in AMP.
 
Questions?: Contact FinalForms AMP Support at: support@finalforms-amp.com