[TODO: See User Docs/Training Materials]
Configure the scheduled reminder to limit to the group "Primary contact for active member choruses", which is a smart group based on the "Primary contact for" Relationship.
Include a link to the Org Dashboard, with language that prompts the user to update the organization's contact info and relationships, and renew the organization's membership. Observed behavior on Chorus America's site is that if the org dashboard is accessed when not logged in, the user will be redirected to the last URL they tried to access once logged in. However, it is adviseable that the renewal email also include language indicating the user must be logged in to access the org dashboard. An example of how a tokenized org dashboard link might look is:
Link to the renewal form appropriate for the membership type using the Contact ID and Checksum token so the form is pre-filled even if the contact is not logged in. Example for the Individual Membership Type would look like:
We don't want to estimate an option that is not at all desirable.
For a thrifty solution, we recommend investing in the custom tokens and using Mosaico to create a snazzy email with all of the needed information.
If something printable or downloadable is still desired, we can estimate on three scenarios: