This workflow triggers the sending of a Subscriber/Membership Confirmation letter. This is used if you have a membership approval process. Once a new member is approved a confirmation letter is sent.
The same process can be applied to organisational subscriptions. Activate 'Account Membership Confirmation' instead.
Quick Steps - Contact Level memberships
- Activate workflow: Membership Confirmation
- Optionally, review the Email Template associated with the confirmation email
Quick Steps - Account Level memberships
- Activate workflow: Account Membership Confirmation
- Optionally, review the Email Template associated with the confirmation email
1. Open Setup
2. Search ‘Workflow Rules’
3. Read about Workflows and select ‘Continue’
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