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Observations and questions

Discussion in 'ClubRunner Nova Feedback' started by Michael Hosking on Feb 19, 2025.

  1. Michael Hosking

    By:Michael HoskingFeb 19, 2025
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    1. I am having a difficult time sending emails via the prospect module. When I use one of the templates, insert it and then select SEND, I get a message on the Sent Email page which says “Add Content to the Email Body”. The template has already added content. What other content is required?


    2. Apparently the only way to access “Membership Success” is via the “Members & Contacts” option and then selecting “Prospects”. It seems like it should be more prominent.


    3. When sending a thank you note to a Referrer inside the Membership Success Module, I cannot determine how to select the member who was the referrer as the Recipient party and to integrate his name into the template.


    4. Why are the Membership success templates not available as templates in the Communication Module?


    5. In creating a story for the website or bulletin, I used to have the option to suppress display of the story title. I am unable to locate the toggle for this in Nova.
     
  2. Zach

    By:ZachMar 12, 2025
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    I haven't been able to replicate this on our sandbox or other test accounts. Could you confirm which template you are inserting and which prospect you are trying on? With your permission I'd like to dig into this on your account a little more. If you would prefer to take this into a support ticket I can also reach out directly to continue from there.

    Membership Success should also be coming to the dashboards in an update for more links to access it. Let me know where you would like to see it as well, any feedback here helps!

    I believe $ProspectReferredBy$ should work to show the person who was the referrer. At least as of today, I don't believe there is a way to include the person who referred them into the messages sent. Though I have shared this with the team and looking into what sort of options we might have to use this in the future.

    The Membership Success templates live in their own type, which separates them from the regular communication templates. The emails themselves are primarily used in the notifications the system sends when forms are completed, notifying the administrator for the module / user in question. Is there a specific template you think should always be available, or just looking to access more templates in general?

    We tend to keep templates in separate areas, as not all merge fields work in all modules. You cannot access merge fields related to an events specific properties, within the regular communication module for example. The merge fields would end up being blank, because the system is not directly connected to the correct event in this case.


    The ability to enable or disable story titles is only a feature for the Bulletin's version of the story widget, and it is a property within its widget settings. This feature is not available for the website stories widget, though I did share feedback you were looking for it. Nova has not yet changed the Bulletin / Website designers or features, outside of the new email targets for Bulletins.

    I hope this helps!

    Looking forward to your feedback.
     
  3. Michael Hosking

    By:Michael HoskingMar 15, 2025 at 6:01 PM
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  4. Michael Hosking

    By:Michael HoskingMar 15, 2025 at 6:31 PM
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    I was trying to send the message template External: Thank a member for Referral. It was a bit confusing and after sending the message I did get the message to enter more information in the body of the email. HOWEVER. The message WAS sent to the referring member properly. Although the template did not have information for the field $referrerfirstname$. It just left it blank. (in this case the Prospect is Terry Smith (a pseudonym used for testing) and the referring member is me (Michael Hosking).
    used

    Perhaps membership success should be accessible from the Home Menu?

    Thanks for the information on the Story Widget. I see now that the bulletin stories widget settings (*) contain a global option to display titles of each individual story.
     
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