The documentation should have included screen shots (like above) to show exactly where in club processing this is - in fact, documentation hasn’t really been updated much and it still has all the same disclaimers about club autopopulated fields in emails (probably why Support didn’t even know how to help me. Seriously, many emails and multiple phone calls and I had to tell Support where I found how to make this work).
It’s not in the “send club email” option under clubs, below “club processing”. It’s also not in the first tab of building a club shipment (where the shipping & pick up emails are), it’s in the 3rd tab, under club members. Jeff, you’re a genius when it comes to Vin65, so maybe you knew this already, but it was news to me. I should have looked here in the forum first before calling Support, the screen shots made it immediately obvious to me that I had been in the wrong place. I guess I was hoping all along, “Oh dear god, they didn’t put it THIS far into club processing did they?!”
If you have a lot of clubs like I do, you have to essentially build out all of your shipments, then your orders for each, add everyone to a shipment and THEN you can send the email. I may cheat and add just 1 SKU at $0 to speed up the process plus avoid any accidents just to get an email out. If someone cancels or changes anything at all (alternate ship date, new cc, new shipping address, etc.) between when your email is sent and the day you plan to bill, you have to be sure to edit one by one, remove everyone, or even delete that club shipment - I would honestly probably do the latter which is pretty ridiculous but I’m considering it.
Basically, it’s too much extra work to just send an email out. The same rules as before apply - the autopopulated fields of //ClubBlob// and //ClubName// don’t work in send mass email, or at the individual level. It has to be associated with club processing.
So, overall, this was a nice thought, but a thought from a developer, not someone in our customer service based role who actually sends these emails out and has all the other things going on we need to get done in a day! The Developers don’t seem realize we don’t send this preshipment email in the morning and then bill in the afternoon. We have to give people time to respond, which inevitably results in changes - that is what the purpose of the email is, after all - double check that this info is all correct, and change it if it isn’t. Even Support agreed with me that this is not a viable option when it comes to efficiency - it’s quite tedious to get an email out. I appreciate the effort, but this needs adjusting in my eyes. Maybe if you have everyone in your wine club in 1 single club it would work for you (is that even a thing? I wish haha!) I am still undecided if I am going to use this email, or just go back to my usual one - need to decide by tomorrow because I need to get it out!
If you use it, let me know how it goes for you. I am sick of trying new features out right after roll out, I should know better by now, it never ends well. It sucks, because I’m always so excited about them. But anything vague is a dead give away to me now.
