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I'm creating a scheduled reminder email that is sent to members six weeks before their membership expires. I want the email to link to the membership page with the contact details of the organisation filled in.

I have managed to do this successfully for individuals by using the following link in the email:

[site.com]/civicrm/contribute/transact?reset=1&id=1&{contact.checksum}&cid={contact.contact_id}

However, this doesn't work for organisations. It only fills in the email address of the organisation but not the organisation's name, address and postcode.

I presume that this is something to do with the fact that the organisation membership form is filled out on behalf of the organisation.

Is there a way I can change this link to ensure that the organisation's full details are filled in when the user clicks on the link?

I am using CiviCRM 4.6.10 on Drupal 7.41.

3 Answers 3

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I got round this by creating a group for the non-primary memberships. I then set up a membership scheduled reminder and limited the emails to the group I created.

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It seems to me like part of the problem with organization renewals, is that the page does not know that the individual already has an "onbehalf of" membership, so it does not display, for example, information about the membership expiration, and I'm not sure how the membership is updated afterwards (implicitly, it should update the existing membership).

My solution was to use the membership renewal link extension, which generates tokens with the checksum and membership ID (mid) in the URL.

However, for that to work, I had to apply this patch to CiviCRM core (pending review, as of CiviCRM 5.48).

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  • had you already checked that the related contact was a 'current employee' with 'permissions' to edit the Org?
    – petednz - fuzion
    Mar 16 at 18:45
  • @petednz-fuzion Yep. Did it work for you, without the patch?
    – bgm
    Mar 17 at 19:04
  • sending links for 'on behalf of' renewals to a permissioned current employer has worked for years (unless I am having a complete memory lapse)
    – petednz - fuzion
    Mar 18 at 18:41
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I have a partial answer to this question. The link above works fine, but you have to ensure that the organisation's membership is inherited by staff.

To do this you need to edit the membership type and set 'Relationship Type' to 'Employer of' (not 'Employee of' which is what I had previously).

Once this is done a renewal reminder will be sent to the organisation's email address and the email address of the member of staff who subscribed on behalf of the organisation.

The link in the email that is sent to the member of staff works correctly. However, the link in the email sent to the organisation doesn't work unfortunately.

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  • 1
    Did you get any further with this? If two people are getting the reminder, whats to stop the renewal happening twice? I got round this be lopping a month off the Current membership status rule and creating a new status rule Reminders which is the end date minus 1 month. I then created a smart group with primary member set to no, and the Reminder status. You end up with a group of individuals who need a reminder sending 1 month before membership expires. I then manually send out the reminder to the group. Oct 25, 2019 at 13:07
  • Hi Tony, I'm afraid I didn't get any further with this. Sorry! Oct 25, 2019 at 13:10
  • I edited prev comment Oct 25, 2019 at 13:11
  • Thanks. You could add that as another answer in case it's helpful for anyone else. Oct 25, 2019 at 13:16

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