We are finally moving towards sending membership renewal notices by emails via WordFly. I set up a list in List Manager to pull everyone who is expiring at the end of the month, but then I went to set up a list of all those who are three months expired and it is pulling everyone with an expiration date three months ago, even if they have renewed and are current. I tried using a "NOT IN" criteria for Membership Status of Active, but that didn't kick anyone out. For others who have this set up, do you set up as an Extraction so you can suppress people and then have to schedule the Extraction to rerun every month? It seems like there should be a more automatic way of doing this that I'm just missing (please excuse the post-conference covid fog!). Thanks!
Anne RobichauxThe Historic New Orleans Collection
I'm only skimming not thinking, Anne (hm, covid recovery brain choices?), but I can offer one tip that is certainly not a precise solution but could maybe unlock something for you:I run most of our automated campaigns into dedicated Appeals for the season/fiscal year, and then, for applicable recurring campaigns, suppress records with a promotion within that Appeal. This is a way of avoiding repeat sends without having to get too involved with fussier qualifying criteria.
It may not apply here--and I do feel like manual campaigns and Extractions may be worthwhile just to keep a good eye on things, and monthly isn't too bad as a project frequency--but it's an alternative way in perhaps.