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
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 AdministratorThe Historic New Orleans Collection
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!!!
My solution above is how we are handling it in v15, so hopefully it can help.