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3 votes

How do I find a message template?

Check if you have any Scheduled Reminders based on Memberships and ensure your 'lifetime' Membership Type is excluded from that.
petednz - fuzion's user avatar
  • 28.7k
1 vote

How can I print out samples of message templates?

One tool that can help is the Transactional Email extension by Fuzion which ensures that anything that goes out, including receipts etc, are recorded in civicrm as an Activity so you can 'see' what we …
petednz - fuzion's user avatar
  • 28.7k
0 votes

Message Template Token limitations

Fuzion made an Extension that provides additional tokens that you should be able to use in this scenario. The CiviToken extension includes Latest Memership Status Latest Membership Type Latest Curr …
petednz - fuzion's user avatar
  • 28.7k
1 vote

How to deal with mail templates?

One option is to remove the content from the text version. CiviCRM will then construct a simplified version of the html for users who specify text only.
petednz - fuzion's user avatar
  • 28.7k
1 vote

Pass message template id through URL?

Sounds like you could achieve what you want by using Views to click through to a prefilled webform, with some Conditionals so you could set the 'body' of the email based on various 'templates' (aka ma …
petednz - fuzion's user avatar
  • 28.7k
2 votes

Can't get action token {action.unsubscribeUrl} to work in Welcome automated message

I expect the token only gets populated with the relevent URL when it is used as part of a CiviMailing. The automated message you are referring to does not go out via CiviMail, so it is possible that …
petednz - fuzion's user avatar
  • 28.7k
3 votes
Accepted

changing or removing the Headers and Footers from mailing templates

Possibly I don't follow the question, but using CiviMail you can avoid the need for using Headers or Footers by ensuring that you include all the required tokens in the template itself. You can also ' …
petednz - fuzion's user avatar
  • 28.7k
1 vote

Membership Confirmation & Receipt Message Template

If you go to civicrm/admin/messageTemplates?reset=1 you should see two tabs, one of which should say 'System Workflow Messages'. If you click on that you should find a list such as "Contributions - Re …
petednz - fuzion's user avatar
  • 28.7k
1 vote

Need Token Help for System Message Template

A.1 in my 4.7.x test the dropdown arrow to the right of works to show me the tokens, but does not result in them being inserted. In my 4.6 test this did work (which suggests a JIRA issue might be …
petednz - fuzion's user avatar
  • 28.7k
0 votes

Latest 'Note' field is not being used in the "Profiles - Admin Notification" email template

I gather this is tricky in WP as there is not an easy solution that triggers the creation of an Activity, which imo is the logical way to do this in civicrm. In this answer they talk about CiviVIP an …
petednz - fuzion's user avatar
  • 28.7k
3 votes
Accepted

How to email a link to a confidential document in Civi

I would be building it as a View and setting the Roles for access to the View from there.
petednz - fuzion's user avatar
  • 28.7k
1 vote

I want someone BCCd to an email genearted by a System Workflow Message

On a Contribution Page on the Receipt tab, you can add CC and BCC
petednz - fuzion's user avatar
  • 28.7k
2 votes

Editing Recurring Contributions without user login

adding as a new answer. the link that would need to be sent out would look like civicrm/contribute/updatebilling?reset=1&crid=XX&{contact.ch‌​ecksum} since the contact id token is not checked during …
petednz - fuzion's user avatar
  • 28.7k