In this article, you will learn: How to set up and activate automated communication rules in the system to improve member retention.
Table of Contents:
Access Notification Rules
- Navigate to the »Communication« section.
- Select »Administration«.
- Click on »Notification Rules«.
Create a New Configuration
- Click on »Create Configuration«.
- Give the new communication rule a meaningful name to easily identify it later.
Activate Configuration
- Find the newly created configuration in the list.
- Click on the three-dot menu of the configuration.
- Select »Activate Configuration« to start the automated member communication.
Note:
Use precise names for your communication rules to facilitate management and clearly structure automation.