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Configure lifecycle email automations

This guide shows you how to turn on, turn off, and edit the automatic emails MapleGather sends when members join, pay, renew, or lapse.

Who can do this: Admins who can edit lifecycle email templates. Enabling the Resurrection automation requires an additional permission — contact your organization’s primary admin if you don’t see that option.

Before you start

Section titled “Before you start”
  • MapleGather has eight lifecycle email templates organized by phase (Join, Billing, Renewal, and Lapse). You can edit any of them.
  • Each automation can be turned on or off individually. There’s also an org-wide email kill switch — if it’s off, all automations are paused until you restore it.
  • Lifecycle emails like receipts, welcome messages, and lapse notices always send and can’t be opted out of by members. The one exception is renewal reminders, which members can silence from their own preferences.

Steps

Section titled “Steps”

Turn an automation on or off

Section titled “Turn an automation on or off”
  1. Go to Email > Automation in the sidebar.
  2. If you see an “All email is paused” banner, select Restore email to re-enable the org-wide kill switch before making any changes.
  3. Find the automation you want to change in the matrix. Each row shows the automation name, its on/off status, whether it’s Transactional or Marketing class, its trigger, and its timing.
  4. Toggle the Status switch on the row to enable or disable that automation. The change saves automatically.

Edit an automation’s email body

Section titled “Edit an automation’s email body”
  1. Select Edit on the automation row you want to change. The template editor opens.
  2. Edit the subject and body. Use the Insert merge tag menu to include member-specific details such as {{first_name}} or {{renewal_date}}.
  3. Select Save.

Configure renewal reminder timing

Section titled “Configure renewal reminder timing”
  1. On the Renewal reminder row, the Timing column shows the current reminder offset — for example, “30d before expiry.”
  2. Select Edit on the Renewal reminder row.

Note: Setting multiple reminder offsets is coming in an update. Today you can set a single offset (for example, 30 days before expiry). The editor shows a single offset field; the option to add, remove, or reorder multiple offsets isn’t available yet.

  1. Enter the number of days before expiry when the reminder should send — for example, 30.
  2. Select Save cadence to save your reminder schedule.

Enable the Resurrection automation

Section titled “Enable the Resurrection automation”
  1. Find Resurrection in the Lapse section. It’s off by default and classed as Marketing — it only sends to members who haven’t opted out of marketing emails.
  2. Turn the Status switch on.
  3. In the timing field that appears, enter the number of days after lapse when the email should send (the default is 30).
  4. Select Save.

Verify

Section titled “Verify”

You’ll know it worked when a “Automation updated” message appears after toggling the switch, or “Saved” after editing a template body. The row reflects the new status immediately.

When you add a member manually and the Welcome automation is on, the welcome email sends by default. To skip it for a specific member, check Skip welcome email in the member-add form.

If something goes wrong

Section titled “If something goes wrong”
  • “All email is paused” banner — the org-wide kill switch is off. Select Restore email to enable it.
  • “Automation updated” shows but emails aren’t sending — check that the org-wide kill switch is on, and that the specific automation’s toggle is enabled.
  • “Edit” isn’t visible on a row — your role may not include permission to edit lifecycle email templates.
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