I want to do something pretty simple, but it seems surprisingly hard to do.

When a member joins, they should receive a) A receipt and b) A welcome email.

A) Works Fine. B) Is a problem.

Memberships for this client are all dated from 1st of the year, so the 'start date' is always 1st January.

It is easy to set a 'reminder' to send the welcome letter on the membership start date, but if a new member signs up on 16 July, the welcome letter will never send, because the start date is 6 and a half months earlier than the sign up date.

Can somebody suggest a way to send the welcome letter at the membership sign up time, not the membership start date? Obviously I could edit the receipt to include the welcome email, but that's not the way the client wants it to work.

3 Answers 3


When a membership is created there is both a 'join date' (member since) and a 'start date'

You should be able to set up a scheduled reminder to be triggered based on the 'join date' and you should get what you need.


Another option if you are using civicrm v4.6 or higher would be to use the date of the activity type "Membership Signup" to trigger a 'reminder'.

  • This works, but then the membership tokens don't work.
    – Zachary
    Apr 11, 2018 at 20:34

Actually the answer is simple, but a little counter-intuitive.

Membership reminders need to be set up under 'Contributions' and not 'Memberships'. So, create reminder for "Contribution Type - Member Dues", sent 'O hours after Receipt Date' in the Schedule Reminders screen.

  • What if it's a free membership? How do you separate new memberships from renewals?
    – Zachary
    Apr 11, 2018 at 20:31
  • Membership types can be recorded in the Source Field of the contribution, so you can differentiate between memberships.
    – fred2
    Apr 12, 2018 at 18:08

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