In the scenario that organizations that have memberships, and then people are associated with the organization by relationship (and inherit that membership), it would be good to be able to send a scheduled renewal notice to the people that currently have the relationship with the organization. (Let's call that relationship "Representative is / Representative of"). The organization itself may not have a valid email address, and even if they do, it is probably not the right one that renewal notices should go to. The people who are currently "Representative of" the organization may change over the years while the organizational membership remains constant.
I have been trying to set up such a flow (as follows):
- Organization has membership
- Individuals have a relationship with the organization that inherits the membership
- A smart group filters these people (e.g. an active relationship, let's say) and this group is used in the scheduled reminders to limit reminders only to the appropriate people.
- Cron jobs are being fired (and the "Send Scheduled Reminders" cron job in particular is being fired).
However, no reminders appear to be going out.
In researching, I found this PR and am trying to decipher if this relates.
A scheduled reminder is only excluded if
- The membership triggering the reminder is inherited, and
- The contact lacks relationship-based permission to edit the membership owner contact
Does this mean our entire scenario is unsupported? (ie. inherited memberships cannot receive Scheduled Reminders)?
There is also some description related to whether or not the relationship is permissioned for editing. In our scenario we would not choose to set this permissioning, but if that would solve this issue we might change our mind. I did a quick test and was not successful yet in getting a reminder to go out even with permissioning.