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More Powerful Filtering To Enable Better Targetted Member Communications + Revenue Opportunities

Dmitry Litvin 2 days ago in Reports / Member Report 0

More powerful filtering to create dynamic member groups to enable better email targetting and capturing revenue opportunities. A couple examples of what I mean:


1. Add EXCLUSION filtering. Current Member filtering in "Event Category" is limited to inclusion (i.e. members who have participated in a specific Event Category or Categories). If we were to add Exclusion filtering, we could more easily identify members who have NOT participated in an event category (e.g. Junior Members who are NOT registered for Summer Camps) or members who have participated in one category but not another that we might want to target to them (e.g. Adult Members who have taken Group Clinics but have not done Private Lessons)


2. Ability to carry-over last "membership type" for lapsed members with no "currently no membership assigned". Essentially this is the players list that pops up when you click on "lapsed" on the Membership Status Report. The issue is that you can't do anything with that list. You can't make it into a Dynamic Group list. And in the Membership Reports if you select "currently no membership assigned" it doesn't return what their last membership type was before lapsing. This is important because we have multiple membership types (Senior/Adult/Junior/Instruction Only, etc.) which have different renewal models / communication and we want to be able to dynamically exclude members from the communication once they renew.