Renewal members

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    SouthEndARTS
    Asked on January 08, 2022 at 08:57 AM

    December & January we received square notifications of member payment and also notification of cancellation. Where on Jotform is the current list of SEA’s members and how can I make send a thank you automatically ?

    this is quite confusing.

    Screenshot
  • Profile Image
    Rose_A
    Answered on January 08, 2022 at 09:18 AM

    Hi,

    You will be able to view the submissions of your membership form on Jotform Tables. It is where all submissions data are stored in excel format. You can get the list of the emails of your new members.

    1641651260_61d99c3cc1175_

    Guide:

    https://www.jotform.com/help/269-how-to-view-form-submissions/

    In regards to sending thank you emails to your new members, you may need to use your email provider since Jotform only supports sending automated Notifications and Autoresponder emails associated with a form.

    Thanks,

    Rose

  • Profile Image
    SouthEndARTS
    Answered on January 08, 2022 at 11:22 AM
    You are misunderstanding my concern.
    2 new recurring memberships were paid but I don’t see names. Michelle Walsh and Meghan Huntley.
    More than ever it is a privilege to be a part of SouthEnd ARTS.
    Warmly,
    K
    K. Liles, Founder, Board Director
    Volunteer Nonprofit Executive Director
    SouthEnd ARTS, 501(c)(3)
    2143 Park Road | Charlotte, NC | 28203
    704-359-7201
    https://southendarts.net/
    @southendarts_
    https://sharecharlotte.org/node/34139/edit?step=step_donations
    ...
  • Profile Image
    Marina_V
    Answered on January 08, 2022 at 01:30 PM

    Hi,


    Thank you for your update.

    Payments processed with Jotform will automatically sync with your Square account.
    You'll be able to locate your payment history 
    in the Transactions section of your online Square Dashboard.

    https://squareup.com/help/us/en/article/6197-jotform-and-square

    I have also reviewed your Tables and I can see their names on the list.

    1641666518_61d9d7d6df3bb_

    SouthEnd ARTS Membership Application · Tables (jotform.com)

    Let me know if we misunderstood your concern.

    Thank you.

  • Profile Image
    SouthEndARTS
    Answered on January 10, 2022 at 08:11 AM
    HELP
    You are misunderstanding my question. Where do I find the list of the recent member renewals in the last 3 months?
    ...
  • Profile Image
    Gilbert_P
    Answered on January 10, 2022 at 08:52 AM

    Hello,

    We're unsure as to what particular fields in your form are the member renewals connected to but if you are referring to the Date of Application, you can go to your form Tables (https://www.jotform.com/tables/201734243620041) and look for the Date of Application column. Just click the downward arrow beside it and you can sort the list either in ascending or descending order to see which are the most recent applications.

    1641822136_61dc37b844801_

    If this is not the particular field you are looking for to determine the recent member renewals, just go to the correct form's table, locate the field/column for the member renewals (I'm assuming this would be a date field), and follow the same steps I mentioned above. This should sort the dates either from the oldest or the most recent date

    We hope this helps. Let us know if you have any other questions or concerns.