Step #1: Update export definition: Before you will be able to include membership add-on information in your membership renewal notice letters, you will need to adjust the export definitions used for these letters/emails to include add-on merge fields.
  1. Navigate to Marketing and Communications > Export definitions
  2. Click drop down next to the export definition used in your membership renewal letter and select Edit
  3. In the right column, select Membership Marketing
  4. In the left column, expand Membership Marketing, expand Membership, then select Add-ons. From the middle column, use the blue arrows to bring Add-on into the right column.
  5. In the export criteria screen, mark "Selected add-ons". In the left column, drag Add-on into Include records where. Set Equal to the specific add-on that you'd like to include in your letter.
  6. Click OK
  7. In the right column, select Add-on (the field we just added), and click on the pencil icon above the field list. Enter a descriptive field name.
  8. While still having Add-on selected in the right column, from the middle column, use the blue arrows to bring Quantity into the right column.
  9. In the right column, select Quantity (the field we just added), and click on the pencil icon above the field list. Enter a descriptive field name.
  10. For all additional add-ons that you would like to include in your letter or email, in the right column, select Membership. Then repeat steps 4-9.
  11. Your Export Definition will look similar to below
  12. Save and Close
Membership Add-on fields in export definition

Step #2: Update Letter and Email Content:

For Mail-
  1. Click drop down next to Export definition and select Generate Header file
  2. Save file to your local workstation
  3. Re-do the mail merge for your letter using your new header file.
    1. If you need to download your current letter from Altru, from Marketing and Communications, click Letters, then click View letters.
    2. Click the drop down next to your letter, then click Edit.
    3. Click on the blue link (the Word document name) to download your letter.
    4. Proceed with redoing the mail merge
  4. Save your updated letter to your local workstation

For Email-
  1. Navigate to Marketing and Communications > Packages
  2. View Packages
  3. Click on the name of your package
  4. Click on the name of your Email
  5. In the Edit email screen, update your email content and merge fields
  6. Click Save

Step #3: Attach Letter to Package: Skip this step if only sending email.
  1. Navigate to Marketing and Communications > Packages
  2. View Packages
  3. Click on the name of your package
  4. Click on the name of your Letter
  5. In the Edit membership renewal letter screen, click the green arrow to upload the updated letter you saved to your local workstation in Step #2 above
  6. Click Save

Step #4: Re-process membership renewals:
  1. Navigate to the Membership Program that uses this renewal notice letter
  2. Click Process membership renewal notices
  3. Make sure you are using correct template in the Membership renewal notices field
  4. Click Start
  5. Once the process is complete, review the merged letter and/or download output