Mailing lists for both Connections and Renewals can be generated in NoviAMS, using the custom fields shown below:
An example report in NoviAMS is here: https://members.nysvms.org/admin/reporting/report-data?id=10499
The individual scenarios are in a folder called 9: Mailing and Renewal
| Receive member update webhook from Novi | This collects a webhook that is sent from Novi whenever a record is updated. NOTE: If the update has been made by an API application, it is not processed - to avoid looping. The data is simply sent on via another webhook in the correct format |
| Mailing List for Renewals part 2 | Runs once for each member Determines which is the best address to use Accesses the dues Airtable to set the dues Writes the mailing and dues data back to the custom fields |
| For bulk manual update Initiate full update of mailing and renewal dues | This will run the process for whatever group is specified, and sends off the webhooks for each individual member to part 3 |
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