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Reminder templates

Create reusable messages for each stage of the renewal pipeline.

View pipeline

Create a template

Set the channel and message content. You can connect it to the pipeline afterwards.

Template name Channel

Email subject Message Line breaks are preserved in emails and letters. SMS messages are sent as plain text.

Active Available when adding pipeline steps Default for this channel Preselected for manual messages

Available placeholders

Paste these into subjects or messages. They are replaced when a reminder is created.

{{member_name}} {{first_name}} {{membership_number}} {{membership_type}} {{renewal_date}} {{renewal_date_short}} {{days_remaining}} {{days_overdue}} {{organisation_name}} {{organisation_email}}

Previewed content is saved with each delivery, so later template edits do not change messages already queued.

Saved templates

3 templates, 3 active

Def Day/Date SMS

SMS Active Default

{{first_name}}. Just a reminder that your Yorkshire Wolds Railway membership expires in {{days_remai...

1 pipeline step Edit

Template name Channel

Email subject Message

Active Available when adding pipeline steps Default for this channel Preselected for manual messages

Def Lapsed Letter

LETTER Active Default

{{first_name}} This is a reminder that your YWR membership is expired on the {{renewal_date}}. Pleas...

1 pipeline step Edit

Template name Channel

Email subject Message

Active Available when adding pipeline steps Default for this channel Preselected for manual messages

Def Email

EMAIL Active Default

{{first_name}}, your membership is expiring soon

2 pipeline steps Edit

Template name Channel

Email subject Message

Active Available when adding pipeline steps Default for this channel Preselected for manual messages

Membership system running smoothly

YWR Membership Portal