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Selections in your member administration

This article will explain how you can create a selection of specific members

Updated over a week ago

Selections are a powerful addition to the already existing filters. A selection contains one or more members. You can easily manage a selection, add or remove members and performs actions on the members in the selection. This article will explain how you can create a selection.

Have you already created a selection? This article will explain how you use a selection in your member administration.

ATTENTION: A selection disappears automatically after 2 hours! Do you want to reuse a selection? Create a new group on the basis of the selection. A group remains available for further use.

Filters versus List

First some background information about the difference between a filter and a selection.

With a filter you select members from your administration on the basis of a couple of criteria. When the information in you member administration changes, it can happen that certain members no longer fall within this criteria or new members were added.

A selection is a set selection of specific members. The makeup of the selectiondoes not change when you don't add or remove members yourself. This allows for extra possibilities compared to filters.

Creating a selection

You can create new selections from your member administration. When you do not have an active selection, you only see the button 'New selection'.

Managing selections

Do you already have an active selection? Then you can add your selected members to the selection or create a new selection with your current selection. You can also remove the selected members from your current selection.

Adding or removing members from a selection in their profile

You can add or remove a member from a selection from their profile in the Manager. These buttons are only available if there is an active selection available.

Examples

Example 1 - All members that have not yet signed up for an upcoming event

In this example we will first create a selection of all current active members. Then we will remove all members that have signed up for the event from the selection. The end result will be a selection of all members that have not yet signed up.

  1. Create a temporary filter with all current members

  2. Click on 'New selection', (Only if you do not have an active member list, otherwise choose 'New selection with filtered members')

  3. Create a temporary filter with all members of the event

  4. Click on the arrow on the right of the light-blue button "Members: <xx> members'

  5. Chose for the option 'Remove filtered members from the selection'

You have now created a selection of all current members who have not signed up for the event. From here you can for example send them an email with a reminder to signup.

Example 2 - All members that are 18 or 24 years old

In this example we create a filter of one age add it to the selection and create another filter with the other age and add it to the same selection. We end up with a selection containing both ages.

  1. Create a temporary filter with all members of the age range of 18 till 18 (Set the limit for the lower and upper range)

  2. Click on 'New selection' (Only if you do not have an active member selection, otherwise choose 'New selection with filtered members').

  3. Create a new temporary filter with all members of the age range of 24 till 24 (Set the limit for the lower and upper range)

  4. Click on the arrow on the right of the light-blue button 'Members: <xx> members'

  5. Chose for the option ' Add filtered members to selection'

You now have a selection with the all members that have the age 18 and 24 years old.

Example 3 - All members that have yet to pay their membership fees of 2018 and 2019

This example is a little bit more complex. We first filter all members that not paid 2018 and/or 2019. We will add these members to a new list. We will then remove all members that have paid 2018 and remove all members who have paid 2019.

  1. Create a temporary filter. Select the contribution product of 2018 and 2019, and select the payment status 'unpaid'

  2. Click on 'New selection' (Only if you do not have an active member selection, otherwise choose 'Create new selection with filtered members').

  3. Create a new temporary filter with the members that have paid the contribution of 2018 (payment status: 'paid')

  4. Click on the arrow on the right of the light-blue button 'Members: <xx> members'

  5. Choose for 'Remove filtered members from selection'

  6. Repeat steps 3-5 for the contribution of 2019

This selection now contains all members that have not yet paid their contribution fees of the year 2018 and 2019. Time for action ;)

Example 4 - Members that become the member status 'former member' on January 1st

This example assumes that you have members who will become a former member on January 1st.

  1. Create a temporary filter. Select the member status of everyone who is a former member. Next set the reference date for the member status the date '01-01-2022'. You now have filtered on all members who will be a former member on January first.

  2. Click on 'New selection' (Only if you do not have an active member selection, otherwise choose 'New selection with filtered members').

  3. Create a new temporary filter. Select the member status of everyone that is a former member. Set the reference dat to 31-12-2022. You have now filtered all members who are marked as a former member in your administration before January 1st

  4. Click on the arrow on the right of the light-blue button 'Members: <xx> members'

  5. Choose the option 'Remove filtered members from selection'

You now have a selection of all members who will become a former member on January 1st.


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