Generating Mailing/Email lists for Connections and Renewals

Created by Tim Atkinson, Modified on Tue, 14 Mar 2023 at 04:22 PM by Tim Atkinson

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:

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 2Runs 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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