Hi,
we are trying to pull a membership 1-month lapsed list for a renewal campaign. The list records are including next year's expiration dates! My criteria includes: Member exp date less than or equal to ERunMonths -1, Mem Exp Date greater than or equal to BRunMonths-1, Member status is not Active, deactivated or pending. Not sure why it keeps pulling expirations in Aug 2024.
If you have a similar criteria block, or can refer me to some exact knowledgebase...much obliged!
Doreen
Yep, we do a post-expiration renewal email and had to figure out the same thing. In v15, in addition to Membership criteria you can separately pull Membership Current criteria. I added a criterion that Membership Current level DOES NOT HAVE (select any possible current level). That excludes anyone who has renewed or reinstated.
Hi Doreen,
In list manager, the hamburger (3 lines) besides a patron’s name in the results tab of list manager will show why someone is on the list. I am guessing that those with August 2024 expiration renewed a membership that expired in August 2023. So, they do fit your criteria, although you want to exclude renewed memberships.
Since you are looking at those lapsed for the previous month, I would suggest using criteria IN Lapsed for status, instead of NOT IN Active, Deactivated or Pending.
Hope that helps.
T.C.