Answers.Body: <p>if you are wanting to track who was sent something, then I would create a new Activity Type for 'send member pack' and then via a Search  you would be able to add an Activity to any member that you are sending the pack to, and set it to Completed, and hence you know the job has been done.</p>
  
  <p>NOTE: when adding an Activity to lots of contacts via Actions on the Search screen there is a small checkbox that lets you specify whether you are making one Activity that relates to LOTS of contacts, or one Activity for EACH contact. You are welcome to choose, but i would suggest doing the latter option, so you have a single Activity record for each Member.</p>
  
  <p>EDIT: (per frTommy suggestion) You could automate this somewhat by utilizing CiviRules to Schedule an Activity of "Send Member Pack" whenever a Membership is added</p>
  
Answers.ContentLicense: CC BY-SA 3.0
Answers.CreationDate: 2016-05-16T21:44:52.233Z
Answers.Text: Just to piggyback on petednz's suggestion. You could automate this somewhat by utilizing CiviRules to Schedule an Activity of "Send Member Pack" whenever a Membership is added.
Answers.UserDisplayName: frTommy
Answers.ContentLicense: CC BY-SA 3.0
Answers.CreationDate: 2016-05-17T02:18:49.107Z
Answers.Text: nice. adding to answer.
Answers.UserDisplayName: petednz - fuzion
Answers.ContentLicense: CC BY-SA 3.0
Answers.CreationDate: 2016-05-20T13:40:45.883Z
Answers.Text: Ah hadn't thought of using Activity & Rules like that. So many features, so little time. I shall give it a try, thanks.
Answers.UserDisplayName: Steve
Answers.ContentLicense: CC BY-SA 3.0
Answers.CreationDate: 2016-05-16T20:28:13.340Z
Answers.LastActivityDate: 2016-05-17T02:19:13.890Z
Answers.LastEditDate: 2016-05-17T02:19:13.890Z
Answers.UserDisplayName: petednz - fuzion
Body: <p>As part of our joining process we send out a membership pack to new members. This involves exporting the name and address details to a mail merge to produce a membership card.</p>
  
  <p>What is the best way to track and process these new members? I was hoping to use the membership status but that only works on dates. Would a custom field or a tag or group be the best approach?</p>
  
  <p>Regards</p>
  
  <p>Steve</p>
  
Tags: <civimember>
Title: Tracking the Processing of New Members
ThreadText: # Tracking the Processing of New Members
  
  (Asked by: username_0 on 2016-05-16)
  
  As part of our joining process we send out a membership pack to new members. This involves exporting the name and address details to a mail merge to produce a membership card.
  
  What is the best way to track and process these new members? I was hoping to use the membership status but that only works on dates. Would a custom field or a tag or group be the best approach?
  
  Regards
  
  username_0
  
  **Tags:** civimember
  
  
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  ## 1 answers
  
  ### Answer by username_1 on 2016-05-16. Score: 1
  
  if you are wanting to track who was sent something, then I would create a new Activity Type for 'send member pack' and then via a Search you would be able to add an Activity to any member that you are sending the pack to, and set it to Completed, and hence you know the job has been done.
  
  NOTE: when adding an Activity to lots of contacts via Actions on the Search screen there is a small checkbox that lets you specify whether you are making one Activity that relates to LOTS of contacts, or one Activity for EACH contact. You are welcome to choose, but i would suggest doing the latter option, so you have a single Activity record for each Member.
  
  EDIT: (per username_2 suggestion) You could automate this somewhat by utilizing CiviRules to Schedule an Activity of "Send Member Pack" whenever a Membership is added
  
  > **Comments:**
  > **username_2**: Just to piggyback on username_1's suggestion. You could automate this somewhat by utilizing CiviRules to Schedule an Activity of "Send Member Pack" whenever a Membership is added.  
  > **username_1**: nice. adding to answer.  
  > **username_0**: Ah hadn't thought of using Activity & Rules like that. So many features, so little time. I shall give it a try, thanks.  
  
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