In this article, you will learn: How to create member lists.
Quick guide on how to use the functionality:
- Members / Create a new list
- Name member list
- Select conditions
- Save
Create member list
Switch to the Members section and click Create a new list at the bottom. Give your list a meaningful name.
Available conditions to choose from or to combine
The following table lists all available filters in alphabetical order that you can use to segment your member lists.
| Access lock | Credit | Member Platform |
| Access lock (Period) | Credit card expiration date | Member voucher |
| Active contracts with recurring payment method | Customer aggregator | Member with image |
| Active membership | Customer group configuration | Membership end date |
| Additional module | Customer status | Membership start date |
| Address status | Date of birth | Month of birth |
| Age | Debt claims in debt collection | Note |
| Amount of active memberships | Debt collection case exists | Note type |
| Appointment contingent | Debt collection case status | Open "Pay later" claims |
| BACS mandate status | Debt collection stop | Open consumption credit |
| BIC | Deferred claims (Debt collection) | Open debit claims |
| Birthday | Deferred claims (Dunning run) | Open negative payment |
| Bonus period | Deferred claims (Payment run) | Open tasks |
| Campaign | Due date | Payment frequency interval |
| Cancellation date | Dunning level | Payment frequency interval (extension term) |
| Cancellation receipt date | Dunning stop | Payment frequency unit |
| Check-in history | Dynamic fee adjustment | Payment frequency unit (extension term) |
| Checkin contingent | Payment instrument status | |
| Checkin count | Email confirmation status | Payment method |
| Checkin discount status | Email status | Payment run group |
| Checkin discount value | Fee | Payment run group (on contract level) |
| Churn risk | Flat fee | Payment run group (on customer level) |
| City | Freeze period | Rate |
| Collection stop | Freeze period duration (days) | rate code (additional module) |
| Company voucher | Full name | rate code (contract) |
| Configured payment method | Gender | Rate name |
| Contract amendment exists | Invalid account data | SEPA mandate status |
| Contract conclusion date | Invalid SEPA mandate | Source of Signing |
| Contract duration interval (extension term) | Language | Start of use |
| Contract duration interval (initial) | Last cancellation date | Status of federation certificate |
| Contract duration unit (extension term) | Last check-in | Tax identification number |
| Contract duration unit (initial) | Legal Representative | Telephone |
| Contract end date of initial term | Medical Certificate Status | Time contingent |
| Contract status | Member care active milestone name | Training plan |
| Contract type | Member care flow name | Usage contingent |
| Contractual agreement | Member code | Voucher count |
| Corona agreement status | Member has legal representative | voucher prefix |
| Created | Member is legal representative | Zip |
Filtering by debt collection case
Two of the conditions in the table above deal with debt collection, and they answer different questions.
| Condition | What it does |
|---|---|
| Debt collection case exists | Selects members by whether a debt collection case exists for them at all, regardless of its status. |
| Debt collection case status | Selects members by the current status of their case. The available values are Open, Closed, Rejection closure and Reversal closure. |
Both combine with your other conditions, so you can narrow a list down to, for example, members of one studio who currently have an open case. As with every other condition you can save the list for reuse, and the conditions apply in the preview and in the member count.
Set conditions
With the conditions you set the frame for the result set of your list, i.e. which members are displayed. Click on the three-dot symbol below the list name. Type in your search term and the available conditions will be narrowed down. For example, "status" lists only those conditions that contain a status: Address status, Customer status, Contract status... but also Contractual agreement.
The conditions can be grouped and linked via AND and OR conditions. This way the result can be finely narrowed down. Let's explain this with an example:
- Create a new list, name it and insert the first condition: Contract status / is / active. Below the conditions you will already see all members that have an active contract.
- Now click on the small PLUS icon in the center of the bottom of the tile to insert another condition in the same condition group: Customer status / is / Member. The two conditions are linked with an AND, so they must both be true for the member to be listed below.
- Click on the small PLUS icon again and add the condition Age / less than / 18.
- Now we add a second group: Click on the button Add Group and enter age / greater / 80 in the tile that appears.
You will not see any members now, because there are no members younger than 18 and older than 80 at the same time. Therefore click on the AND symbol that separates the two condition tiles and set the OR condition there.
This will show you all members who have an active contract, are members and younger than 18 and those who are older than 80, regardless of contract and member status.
To the right of the list name, the number of hits is displayed.
As another example, we now want all members with active contract who are either younger than 18 or older than 80. For this we create 2 groups, which are linked with the AND-condition. In the first group you link Contract status / is / active AND Customer status / is / member. In the second group you link age / less than / 18 OR age / greater than / 80:
Finally, click Save in the upper right corner to save the list. The list will then be displayed under Members / Member filter lists, sorted alphabetically.
Using member lists
You can use the created member lists in different dialogs, e.g. in the Bulk operations. In the second step, under Selected members, select Member list and under that the desired member list.