Sometimes you will need to send a one-time email to a subscriber with a link so they can pay their renewal. This can be done from their subscription record
Step-by-step guide
- Use the search bar to find the Contact's record, then go to Memberships on the related list and select the ABI's subscription number. This will take you to the subscription record.
- On the Subscription record, select the Renew button in the upper right. This will take you to a sales order record.
- On the sales order record, hover over the sales order lines to review the sales order items, (if you need to adjust anything, you can select the sales order line and edit as needed). When you are finished with your review, select Ready for Payment button in the upper right. This will close the invoice and allow you to take payment now through Rapid Order Entry (ROE) or send an email to the customer with a link so they can pay on their own.
- From the same drop down, select Send Proforma invoice and then change the Business Group to "eCommerce" (#1), complete the Subject field (#2), copy any text you want to include in the Message of the email (#3). This will appear above the link that will take the customer to their payment screen directly from the email. Apply any discount codes if applicable. Review your work, then click SEND at the bottom of the window (#4).
- An email from you will be sent to the customer with your subject, message, and a link to their sales order so they can pay securely on-line.
If you want to send emails to several people instead of one-at-a-time, you can send a message to them from your outlook or other email program and include the link https://ecommerce.aia.org/s/my-subscriptions. This will take the customer to a login page (AIA Universal Login) and they will see a screen like this were they can click on the Renew Link and be taken to the same payment page that the Pro-forma invoice email sends them to.
Watch a video explaining this experience
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