Member welcome letters

When a new member joins ASURA a welcome letter is sent by email or by US mail. The letters need review and update each year or whenever there is a new President or chair of the Membership Committee.

Overview

A welcome letter is sent to a new member when they are added to the membership database either through import or after an enrollment form is received. Neither process is automatic -- a person must initiate the send.

If the new member has a valid email address and accepts emails from ASURA, the letter is sent as an email. Otherwise it is sent as a paper letter via US mail.

Links to the welcome letters

US postal (MS word) version 

File name:  MembershipLetter_NewRetirees.docx.

Email version (in Wild Apricot)

Update procedure - postal

The postal letter is an MS word document.

  • Click on the link on the left.
  • The document will download to your computer in the location your browser uses for downloads, which is often your Downloads folder.
  • Locate the document and open it in MS Word.

  • Signatures on the letter are those of the Membership Committee chair and the president. If there are new incumbents, change their names and signatures on the document. See "Digital signatures" for how to obtain a signature image to insert.
  • Other changes may be suggested by those whose signatures are on the letter.

Update procedure - email

  • Make sure you are logged in and in "Admin view"
  • Make sure you see a menu on the left as well as along the top. This may require clicikng on the "home" icon in the upper left corner.
  • See "Navigating WA's menus" for help.
  • From the menu on the left, click on "Email - Templates". A page with custom ASURA templates will appear. The templates are in alphabetical order.
  • Find and click on the template titled "Imported New Members Welcome". 

This letter is signed "Your ASURA Colleagues", so you may not need to make changes. Notes:

  • The tags that appear inside curly brackets {} refer to fields in the membership database. Y
  • It is always wise to check the links.

If changes are needed:

  • Click on the "Edit template" button in the upper left.
  • Click in the area that you want to edit -- usually the main text area.
  • Make changes much as you normally would to any document.
  • Insert a database field by clicking on the "Macro" icon in the editing bar when you are editing an area. Click in the checkbox next to the field you want, then click on the "Insert macro(s) button at the bottom of the Macro window.
  • Click on the "Save" button on the top right.

 


Updated 7 Feb 2022 by Connie McNeill