Send and archive membership cards for ops coordinators

Operations coordinators updating member rows miss sending membership cards and lose archive records, causing member confusion and admin backlog. Email cards and archive files so ops confirm membership.

Overview

Membership confirmations that sit in spreadsheets create member confusion and administrative backlog. This workflow generates a personalized membership card when payment posts, emails it to the member, and archives the file for admin verification, eliminating manual delivery and lost records. Operations teams report faster confirmations and zero missed card deliveries.

Notable Features

Generate membership cards from spreadsheet rows
Email members their membership cards
Save card files to archive folder