| Email | Description | Email Subject | Criteria/Notes | System Enabled | Lodge Configurable Enabled/Disabled |
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| Election Scheduling Request | Request to unit leaders to schedule an election. | We want you! Schedule your OA election today! | - Sent to all unit leaders based on unit contact information in LodgeMaster.
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| Election Scheduling Reminder | Reminder to unit leaders who have not scheduled an election. | Reminder - OA Election Season is Here | - Sent to unit leaders based on unit contact information in LodgeMaster.
- Sent to any unit who has not scheduled or declined an election.
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| Election Scheduling Confirmation | Confirmation of election date sent to unit leaders after lodge has scheduled election. | OA {{VisitType}} Scheduled - See You Soon! | - Sent to unit leader contact entered in the election scheduling request. May or may not be the unit leader listed on the unit in LodgeMaster.
- Sent immediately after the election is scheduled by the lodge if election date/time has not already passed.
- Resent if election date is rescheduled to a future date.
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| Election Preparation Message | Preparation message sent to unit leaders. Includes information about inputting candidates. | Are You Ready for Your Upcoming OA Election? | - Sent to unit leader contact entered in the election scheduling request. May or may not be the unit leader listed on the unit in LodgeMaster.
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| Election Preparation Reminder | Reminder to unit leaders about preparing for unit election and inputting candidates. | Your OA Election is Almost Here | - Sent to unit leader contact entered in the election scheduling request. May or may not be the unit leader listed on the unit in LodgeMaster.
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| Election Recap Message | Message to unit leaders after election to confirm results and provide adult nomination information. | Election Recap: Next Steps for Your Scouts | - Sent to unit leader contact entered in the election scheduling request. May or may not be the unit leader listed on the unit in LodgeMaster.
- Sent +1 day after unit election has been approved by the lodge.
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| Regular Follow-Up Message | Regular message sent to unit leaders with candidate status information. | OA Unit Induction Status | - Sent to all unit leaders based on unit contact information in LodgeMaster.
- Sent to all units even if the lodge is not using the inductions module.
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| Congratulations Letter To Parent | Congratulations and informational letter sent to candidate's parent after election is announced. | Welcome to the Order of the Arrow! | - Sent to candidate's parent contact once the election is approved by the lodge and announced.
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Congratulations Letter To Candidate | Congratulations and initial informational letter sent to candidates after election is announced. | Welcome! Your OA Journey Begins Now | - Sent to candidate once the election is approved by the lodge and announced.
- Invite to sign-up for the member portal is sent immediately following this email.
- Candidates must create an ArrowID to access the member portal. More information can be found here on the ArrowID claim process.
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| Callout Registration Message | Message to candidates about upcoming callout ceremony and if required how to register. | Attending Your OA Callout Ceremony | - Sent to candidates entered via the inductions module with a callout event set on their election results.
- Candidate announcement status must be announced or the announcement date must be before the date the message is configure to send as defined in inductions setup.
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| Callout Registration Reminder | Reminder to candidates about upcoming callout ceremony. | Reminder - Attending Your OA Callout Ceremony | - Sent to candidates entered via the inductions module with a callout event set on their election results.
- Candidate announcement status must be announced or the announcement date must be before the date the message is configure to send as defined in inductions setup.
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| Ordeal Registration Message | Message to candidates about upcoming ordeal and registration information. | You Belong at our OA Induction Weekend | - Sent to all candidates entered through the inductions module eligible for the upcoming ordeal event. *Includes those eligible for 24 months due to COVID-19 policy change.
- Sent to announced candidates only.
- Events flagged as Ordeal will be included in the email as available ordeal induction events.
- If a chapter and lodge event start the same day, both the lodge and chapter event will be listed in the email.
- Email is sent regularly X days before each ordeal event as defined in inductions setup.
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| Ordeal Registration Reminder | Reminder to candidates about registering for upcoming ordeal. | Reminder - The OA needs you! Your fellow Scouts need you! | - Sent to all candidates entered through the inductions module not registered for the upcoming ordeal event(s). *Includes those eligible for 24 months due to COVID-19 policy change.
- Sent to announced candidates only.
- Events flagged as Ordeal will be included in the email as available ordeal induction events.
- If a chapter and lodge event start the same day, both the lodge and chapter event will be listed in the email.
- Email is sent regularly X days before each ordeal event to candidates not registered as defined in inductions setup.
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| Ordeal Preparation Message | Preparation message sent to candidates before registered ordeal. | Are You Ready for Your OA Induction? | - Sent to all ordeal candidates registered for an upcoming ordeal event
- Sent to ordeal candidates entered through the Inductions Module and outside the Inductions Module
- Email is sent X days before the ordeal event the candidate registered for as defined in inductions setup.
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| Ordeal Welcome Message From Lodge Chief | Welcome message sent from lodge chief in days leading up to ordeal. | The OA is Ready, Are You? | - Sent to all candidates registered for the upcoming ordeal
- Sent to ordeal candidates entered through the Inductions Module and outside the Inductions Module
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| Message To Ordeal Candidates Who Did Not Show | Message to ordeal candidates who were registered for an ordeal but did not attend. | We Missed You, What Happened? The OA Wants to Know! | - Sent to all ordeal candidates registered for the upcoming ordeal who did not attend.
- Sent to ordeal candidates entered through the Inductions Module and outside the Inductions Module
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| New Member Welcome Message | Initial welcome message to new member after ordeal. | Induction Recap - Welcome to the OA! | - Sent to all ordeal members who completed their ordeal at the previous ordeal induction event.
- Sent to ordeal candidates entered through the Inductions Module and outside the Inductions Module
The ordeal candidates must be graduated by the night before the configured number of days after the event the New Member Welcome Message is configured to be sent. The ordeal graduation date must be between the start and end dates of the ordeal event.
Example: New Member Welcome Message is configured to send 2 days after a ordeal induction event. Ordeal induction weekend is the 1st thru the 3rd. Graduation date must be between the 1st and the 3rd. The email will be sent on the 5th. | | |
| New Member Follow-up Message | Regular message sent to new member for six months leading up to brotherhood. | What’s Next for Me with the OA? | - Sent to all ordeal members who completed their ordeal at an ordeal induction weekend.
- Sent to ordeal members entered through the Inductions Module and outside the Inductions Module
- Email is sent regularly on X day of the month as configured in the inductions setup.
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| Brotherhood Eligible Message | Regular message sent to new member six month to twelve months after ordeal. | Congratulations! You are Now Eligible for Brotherhood Membership! | - Sent to all dues paid brotherhood eligible members entered through the Inductions Module and outside the Inductions Module.
- Events flagged as Brotherhood will be included in the email as available Brotherhood events.
- Email is sent regularly on X day of the month as configured in the inductions setup.
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| Brotherhood Preparation Message | Preparation message sent to brotherhood candidates before registered event. | You’re Almost Ready for Brotherhood - Be Prepared! | - Sent to brotherhood eligible members who have registered for an upcoming brotherhood event.
- Sent to brotherhood eligible members including those entered outside the inductions module.
- Email is sent X days before the brotherhood event the candidate registered for as defined in inductions setup.
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| Message To Brotherhood Candidates Who Did Not Show | Message to brotherhood candidates who were registered for an event but did not attend. | We Missed You, What Happened? The OA Wants to Know! | - Sent to brotherhood eligible candidates who registered for the brotherhood event but did not attend.
- Attendance is counted as checking-in for the brotherhood event.
- Email includes upcoming events flagged as brotherhood induction events.
- Sent to brotherhood eligible members who did not attend the event including those entered outside the inductions module.
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| Brotherhood Congratulations Message | Initial congratulations message to new brotherhood members after completing ceremony. | You have Seen the Arrow - It is Only Right! | - Sent to new brotherhood members who complete their brotherhood.
- Sent to new brotherhood members including those entered outside of the inductions module
The eligible Brotherhood candidates must be graduated by the night before the configured number of days after the event the welcome email is to be sent. The brotherhood graduation date must be between the start and end dates of the brotherhood event.
Example: Brotherhood Congratulations Message is configured to send 2 days after a brotherhood induction event. Brotherhood induction weekend is the 1st thru the 3rd. Graduation date must be entered on their membership record (manually or via the graduation wizard) by the 4th. The email will be sent on the 5th. | | |