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Version 5 - sheepCRM
Set-up & Configuration
Communications: Default email templates
Communications: Default email templates
Tom Byrom avatar
Written by Tom Byrom
Updated over a week ago

new_membership

Subject

Welcome! Here are your new membership details

Body

Hi {{first_name or member.member.display_value}},

Welcome and thank you for becoming a member. Below are the details of your new membership.

{% if member.payment_method == 'invoice' %}Please {{member.uri|invoice('view your invoice')}}. Your membership is not complete until we have received full payment.{% else %}If you would like to view your receipt, please log into your [account](https://app.sheepcrm.com/******).{% endif %}

__Membership details__
Membership number: {{member.membership_number}}
Membership plan: {{member.membership_type.display_value}}
Start date: {{member.start_date|datetimeformat('{:%-d %b %Y}')}}
End date: {{member.end_date|datetimeformat('{:%-d %b %Y}')}}


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renewing_4wk

(for plans set to auto-renew)

Subject

Your membership will automatically renew in 4 weeks

Body

Hi {{first_name or member.member.display_value}},

This is just a friendly reminder that in 4 weeks your membership will automatically renew with us.

You don't need to do anything but if you need to make any changes to your membership please log into our app or get in touch.

__Membership details__
Membership number: {{member.membership_number}}
Membership plan: {% if member.next_plan_name is defined %}{{member.next_plan_name}}{% else %}{{member.membership_type.display_value}}{% endif %}
Membership cost: {% if member.next_plan_cost is defined %}{{member.next_plan_cost|decimal}}{% else %}{{member.plan_cost|decimal}}{% endif %}
Start date: {{member.start_date|datetimeformat('{:%-d %b %Y}')}}
End date: {{member.end_date|datetimeformat('{:%-d %b %Y}')}}

"next_plan_cost"

"next_plan_currency"

"next_plan_description"

"next_plan_gocardless_paylink"

"next_plan_joining_fee"

"next_plan_name"

"next_plan_public_name"

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renewal_confirmation

Subject

Thank you for renewing your membership

Body

Hi {{first_name or member.member.display_value}},

Thank you for renewing your membership with us. See below the details of your renewed membership.

{% if member.payment_method == 'invoice' %}Please {{member.uri|invoice('view your invoice')}}. Your membership is not complete until we have received full payment.{% else %}If you would like to view your receipt, please log into your [account](https://app.sheepcrm.com/******).{% endif %}

__Membership details__
Membership number: {{member.membership_number}}
Membership plan: {{member.membership_type.display_value}}
Start date: {{member.start_date|datetimeformat('{:%-d %b %Y}')}}
End date: {{member.end_date|datetimeformat('{:%-d %b %Y}')}}

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expiring_1wk

(plans not set to auto-renew)

Subject

Your membership with us will expire in 1 week

Body

Hi {{first_name or member.member.display_value}},

This is just a friendly reminder that in one week your membership will need to be renewed with us.

To continue your membership with us please make sure you log into our app and submit a new payment.

If you have any questions please feel free to get in touch.

__Membership details__
Membership number: {{member.membership_number}}
Membership plan: {% if member.next_plan_name is defined %}{{member.next_plan_name}}{% else %}{{member.membership_type.display_value}}{% endif %}
Membership cost: {% if member.next_plan_cost is defined %}{{member.next_plan_cost|decimal}}{% else %}{{member.plan_cost|decimal}}{% endif %}
Start date: {{member.start_date|datetimeformat('{:%-d %b %Y}')}}
End date: {{member.end_date|datetimeformat('{:%-d %b %Y}')}}

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lapsed_1wk
(for plans that don't auto-renew and have expired)

Subject

Your membership has expired. But don't panic there's still time.

Body

Hi {{first_name or member.member.display_value}},

It looks like your membership expired last week.

To continue your membership with us and to keep your member benefits please log into our app and submit a new payment as soon as possible.

If you have any questions or need help please feel free to get in touch.

If you have recently made a payment then please ignore this email.

__Membership details__
Membership number: {{member.membership_number}}
Membership plan: {% if member.next_plan_name is defined %}{{member.next_plan_name}}{% else %}{{member.membership_type.display_value}}{% endif %}
Membership cost: {% if member.next_plan_cost is defined %}{{member.next_plan_cost|decimal}}{% else %}{{member.plan_cost|decimal}}{% endif %}
Start date: {{member.start_date|datetimeformat('{:%-d %b %Y}')}}
End date: {{member.end_date|datetimeformat('{:%-d %b %Y}')}}

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cancelled_membership

Subject

We are sorry to see you go

Body

Hi {{first_name or member.member.display_value}},

We are sorry to see you go. We hope you were able to make the most of your membership and thank you for supporting us.

If you ever want to come back please let us know.

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linked_member_added_no_useraccount (standard)

Subject

You have been added as a linked member

Body

Hi {{first_name or member.member.display_value}}, 

You have been added as a linked member you can now finish setting up your account by going to our App here -[******* App](https://app.sheepcrm.com/******/login).

Please sign in with the email address you received this message from to finish setting up your account.

If you have any questions please feel free to get in touch with us.

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linked_member_added_no_useraccount (linked org)

Subject

You have been added as a linked member for {{organisation_display_value}}

Body

Hi {{first_name or member.member.display_value}}, 

You have been added as a linked member to {{organisation_display_value}}, you can now finish setting up your account by going to our App here -[******* App](https://app.sheepcrm.com/******/login).

Please sign in with the email address you received this message from to finish setting up your account.

If you have any questions please feel free to get in touch with us.

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linked_member_added (linked org)

Subject

You have been added as a linked member for {{organisation_display_value}}

Body

Hi {{first_name or member.member.display_value}}, 

You have been added as a linked member to {{organisation_display_value}. You can manage your account by going to our App here -[******* App](https://app.sheepcrm.com/******/login).

If you have any questions please feel free to get in touch with us.

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mandate_failed

Subject

Your direct debit mandate could not be created

Body

Hi {{first_name}},
Our systems have notified us that your direct debit mandate could not be created.

Please get in contact with us or to manage your account please [log in here](https://app.sheepcrm.com/*****/login) so we can avoid any disruption to your membership.

Thank you

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mandate_cancelled

Subject

Your direct debit was cancelled

Body

Hi {{first_name}},
Our systems have notified us that your direct debit mandate was cancelled.

If this was a mistake please get in contact with us or to manage your account please [log in here](https://app.sheepcrm.com/*****/login) so we can avoid any disruption to your membership.

Thank you

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payment_failed

Subject

Your direct debit payment failed

Body

Hi {{first_name}},
Our systems have notified us that your latest direct debit payment has failed.

If this was a mistake please get in contact with us or to manage your account please [log in here](https://app.sheepcrm.com/*****/login) so we can avoid any disruption to your membership.

Thank you

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application_accepted (auto accepted team)

Subject

You have been accepted into the {{group_member.group.display_value}} group!

Body

Hi {{first_name}}

You have been accepted as part of the {{group_member.group.display_value}} group.

{{group_member.group_description}}

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ticket_confirmation

Subject

Ticket confirmation - {{ticket.booking}} - {{ticket.ticket_type}}

Body

Hi {{first_name}},

Please find below information on your ticket.

##__Ticket Summary__

For: {{ticket.booking}}
Date: {{ticket.date|datetimeformat('house_long')}}
Ticket: {{ticket.ticket_type}}
Quantity: {{ticket.quantity}}
Total: £{{ticket.total_amount}}


Please note: This e-mail message is an automated notification. Please do not reply to this message.

Thanks

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order_payment_received

Subject

Thanks for your order

Body

Hi {{first_name}},

This is just an order confirmation, your tickets will be sent separately.

##__Order Summary__

For: {{booking.display_value}}
Order Date: {{payment.payment_date|datetimeformat('house_long')}}
Order Total: £{{payment.amount}}

Please note: This e-mail message is an automated notification. Please do not reply to this message.

Thanks

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ticketed_event_minus_1d

Subject

One day until - {{ticket.booking}}

Body

Hi {{first_name}},

This is just a friendly reminder that tomorrow you have an event booked with us. See below a summary of your ticket.

##__Ticket Summary__

For: {{ticket.booking}}
Date: {{ticket.date|datetimeformat('house_long')}}
Ticket: {{ticket.ticket_type}}
Quantity: {{ticket.quantity}}
Total: £{{ticket.total_amount}}


Please note: This e-mail message is an automated notification. Please do not reply to this message.

Thanks

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ticketed_event_minus_2d

Subject

48 hours until -{{ticket.booking}}

Body

Hi {{first_name}},

This is just a friendly reminder that in 2 days you have an event booked with us. See below a summary of your ticket.

##__Ticket Summary__

For: {{ticket.booking}}
Date: {{ticket.date|datetimeformat('house_long')}}
Ticket: {{ticket.ticket_type}}
Quantity: {{ticket.quantity}}
Total: £{{ticket.total_amount}}


Please note: This e-mail message is an automated notification. Please do not reply to this message.

Thanks

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ticketed_event_minus_1wk

Subject

This time next week - {{ticket.booking}}

Body

Hi {{first_name}},

This is just a friendly reminder that this time next week you have an event booked with us. See below a summary of your ticket.

##__Ticket Summary__

For: {{ticket.booking}}
Date: {{ticket.date|datetimeformat('house_long')}}
Ticket: {{ticket.ticket_type}}
Quantity: {{ticket.quantity}}
Total: £{{ticket.total_amount}}


Please note: This e-mail message is an automated notification. Please do not reply to this message.

Thanks

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ticketed_event_minus_2wk

Subject

2 weeks to go - {{ticket.booking}}

Body

Hi {{first_name}},

This is just a friendly reminder that an event you booked with us is 2 weeks away. See below a summary of your ticket.

##__Ticket Summary__

For: {{ticket.booking}}
Date: {{ticket.date|datetimeformat('house_long')}}
Ticket: {{ticket.ticket_type}}
Quantity: {{ticket.quantity}}
Total: £{{ticket.total_amount}}


Please note: This e-mail message is an automated notification. Please do not reply to this message.

Thanks

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ticketed_event_minus_90d

Subject

3 months until - {{ticket.booking}}

Body

Hi {{first_name}},

This is just a friendly reminder that an event you booked with us now less than 90 days away. See below a summary of your ticket.

##__Ticket Summary__

For: {{ticket.booking}}
Date: {{ticket.date|datetimeformat('house_long')}}
Ticket: {{ticket.ticket_type}}
Quantity: {{ticket.quantity}}
Total: £{{ticket.total_amount}}


Please note: This e-mail message is an automated notification. Please do not reply to this message.

Thanks

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donation

Subject

Thank you for your donation!

Body

Dear {{first_name}},

Thank you for your generous donation of {{pledge.currency|upper}} {{pledge.amount|decimal}} for the following appeal: {{pledge.appeal.display_value}}.

Please don't hesitate to [contact us](mailto:******@******.org) for any questions related to your donation.

Kind regards and thank you again!

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form _response_submitted

Subject

Thank you for submitting your {{form_response.form_ref_display}}

Body

Hi {{first_name}}

Thank you for submitting your {{form_response.form_ref_display}}. This will now be reviewed by our team and we will keep you updated with it's progress.

Thank you

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form _response_reviewing
form _response_state_submitted_to_reviewing

Subject

You {{form_response.form_ref_display}} application is being reviewed

Body

Hi {{first_name}}

This is just to let you know that your recent application for {{form_response.form_ref_display}} is now under review. We will keep you updated with it's progress.

Thank you

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form _response_accepted

form _response_state_reviewing_to_accepted

Subject

You {{form_response.form_ref_display}} application has been accepted!

Body

Hi {{first_name}}

We’re delighted to accept your recent application for {{form_response.form_ref_display}}.

We will soon follow up with next steps.

Thank you

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form_response_returned_to_submitter

Subject

Your recent {{form_response.form_ref_display}} has been returned with feedback.

Body

Hi {{first_name}}

We have reviewed your recent {{form_response.form_ref_display}} and have returned it to you with some feedback.

Please [log in](https://app.sheepcrm.com/*****/login) to your account and review your feedback by going to our [applications area](https://app.sheepcrm.com/*****/forms/applications/) where you can review your previously submitted form.

Once you have provided us with the extra information required please re-submit it for processing.

Thank you
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