When to use it
When the automated rounds aren't landing and a member needs a personal touch — especially someone in Intent to Retain. The Personal Plea is the casual, friendly template the system reaches for automatically for retention-stage members, but you can send a personal message to anyone. Use it between automated notice rounds, or as your outreach before making a retention decision.
Step by step
- Open Roster → Members and click into the member you want to reach.
- In the Billing & Payments area, click the composer button — labeled Send Notice for members in a dues stage (retention members get the warm Personal Plea body), or Send email for current/waived members.
- The composer opens pre-filled with a subject and body. For retention/retained members this is the Personal Plea copy; edit it freely to make it your own.
- Click Preview email to see exactly how it will render, including any invoice statement and payment options.
- Click Send Notice / Send Email to send. Alternatively, use Open in email client or Copy message to send it yourself from your own mail.
- The send is logged in the member's Communications History so you have a record of the outreach.
Tips & gotchas
- For Intent to Retain members, the plea is sent as a warm-tone notice: your personal message sits above an invoice statement with line items, payment options, and a View Full Invoice link — but with no Pay By deadline banner, so it reads as a friendly ask, not a demand.
- For current/waived members it's a plain branded email — greeting, your message, sign-off — with no charges or payment button.
- A member with no email on file can't be emailed; add an address first (or use Copy message to send another way).
- This is a one-to-one send, not a batch — it never bypasses a member's bounce flag or opt-out.
Related
- See also intent-to-retain
- See also dues-notices