Membership Confirmation

Create the Membership Confirmation template

To create the template:

1. From the Patron templates screen, select Membership Confirmation from the Create template drop-down.
2. Enter the following settings:

   Setting	Description
   Name	Enter a name for the template. The name must be unique per institution. 50 character limit.
   Subject	Enter a subject line for email notifications. 255 character limit.
   Logo (Optional)	Select a logo image to include. Available logos are configured on the Manage logo images screen.

3. Click Save.
4. Optional. Enter a Header and/or a Footer for your notification. Click Edit underneath each section to be edited.
   • 50,000 character limit for each. 
   • To add a web link to the Header or Footer, enter ${ and type the Name of the desired web link as configured in the Manage web links screen into a text block. Select the web link based on the name configured.
   • To add a Patron Type Message to the Header or Footer, enter ${Patron Type Message into a text block. Once the template is assigned to the Notification section of the Patron Type Policy, the template will include the patron type message when the notification is sent to that patron type. If there are multiple Patron type messages assigned to a particular patron type, each message will be included in the Header or Footer.
   • To add additional data fields, use the ${Data Field form to enter the desired information. Example: ${Item Barcode
5. Click Save.
6. Click Edit below the Membership: Activation section to configure the Formatting type and Data fields for your notification.  
   • Select a format from the Formatting type drop-down (required). Options include:
     • Simple List
   • Click Add data field to select from the following fields. At least one data field must be selected:
     • Membership Billed Amount
     • Membership Expiration Date/Time
     • Membership Period
     • Membership Start Date/Time
   • To remove a data field, click the trash can icon next to the field to be removed. Fields can also be clicked and dragged to change the order in which they appear in the notification.
7. Click Save. 
8. Optional. Enter a Text Message for your notification. This message may be truncated depending on the actual length of the content in the message. Note the character limit for your messaging system. 
9. Click Save.

Assign the Membership Confirmation template to a Membership Policy

For more information on creating or editing membership policies, refer to Membership Policy.

In the Membership Policies screen, fill out the below Notifications section for Membership Confirmation:

• Configure notification: Toggle to Yes to expand full configuration options. Configure all settings once the configuration options appear.
  • Template: Use the drop-down to select the desired Template. 
  • First choice reply-to address: Select the reply to address to use for the notification. Options include:
    • Use system default (no-reply@oclc.org)
    • Use the address configured by patron type. Refer to Reply-To Addresses for more information. 
    • Select from a list of General addresses configured by the institution. Refer to Reply-To Addresses for more information. 
  • Second choice reply-to-address: Select the second choice for reply-to address. Only appears if Use the address configured by patron type is selected for the First choice reply-to address. 

Enable the Membership Confirmation template

Enable the template on the Enable notifications type screen. Once enabled, the Membership confirmation legacy notification will be disabled. 

 Caution: Do not toggle the Enable notifications section to On for the above notification until you have completed all the required fields in the template.