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Output Set Show Info on Inactive Memberships?

Allegra Thompson
$organization

Our Development team wants to reach out to expired members about renewing their membership, and they would like to have the Membership level of their most recent membership as a merge field in their communications. The Output Sets I am building only shows data for Memberships that are active; any records without an active membership just show blank on the fields for Membership level, etc.

Is there a trick to get the Output Set to show Membership data on most recent membership, or membership filtered by expiration date range?

Does this require SQL coding to create a custom view?

We are still on v15.

Thanks,

Allegra

  • $organization

    HI Allegra, there are output elements for exactly this in v16. I have a custom output set element group that I built to get at this data.

    In TR_QUERY_ELEMENT_GROUP: I called it Past Memberships and the Data From column is set to BI.VT_MEMBERSHIP 

    IN TR_QUERY_ELEMENT I then have three elements:

    IN TR_QUERY_ELEMENT_PARAMETER And two parameters

    The parameters are key because you'll want to set a date range for the expired memberships to only get at the most recent one. 

    Hope that helps!
    Anne Robichaux

    CRM Administrator
    The Historic New Orleans Collection

  • $organization in reply to Anne M Robichaux

    Hi Anne,

    I edited to add--we are still on v15. GREAT to have confirmed that this issue is resolved in v16--thank you for that!!!

  • $organization in reply to Allegra Thompson

    My solution above is how we are handling it in v15, so hopefully it can help.

  • $organization

    Like Anne, we have a custom view for Membership (Most Recent) that show the most recent membership, regardless of the status of the membership. We have elements built out for each constituency for this as well as element parameters to filter active or inactive. 

    I also see a view (VS_ELEMENTS_MEMBERSHIP_MOST_RECENT) in our database. I am not sure where this view came from but it looks like it's a standard view in v15. If so, it has many of the same fields available to use as our custom view, including curr_status_no and curr_status_desc that you could build out elements and parameters around to get the output  you are looking for.

    Maybe this should be in the recipe book?