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I want to send a note to users that renewed their membership. I want to limit that note to only a certain group of members. I thought I would use 'renewal reminders'.

In a renewal reminder, if I choose 'membership' as the entity, there is no trigger for 'renewal date', only for 'start date' and 'end date'.

But if I choose 'activity: membership renewal: completed', I can not limit the recipients (presumably the targets of the activity) to a certain group. There's just no such option.

Any suggestions on how I could do this ?

To clarify: We have several groups of members, and I want to send each renewing member a thank you note specific to his/her group

  • ... Where did the comments go ? – commonpike Jan 29 '18 at 22:21
  • I now did this using a reminder 5 days after a payment page is received. You can limit those to groups. – commonpike Jan 29 '18 at 22:22
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I spent some time looking through the source code and the history of this feature. After review, I think you're best off trying to implement this via CiviRules instead.

  • Your CiviRules trigger should be "Activity added", not membership-related. Otherwise you run into similar limitations as the Scheduled Reminders approach.
  • Your conditions can be "Activity is of type: Membership Renewal" and "Contact is in Group: X".
  • You'll also need to install the Email API extension so you can add an action of "Send Email".
  • Gee, thanks for your research! I now did this using a reminder 5 days after a payment page is received, which is 99% the same in our case... (so I wonder if I should accept the answer, as I havent tried it). – commonpike Jan 29 '18 at 22:24

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