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
One of the many things that will be improved by the updated criteria in v16! In the meantime, there is a "Membership Current" criteria folder in List Manager that you can use. I use Membership Current Level does not have ____ (fill in all possible levels) to prevent the list of past-expired members from also pulling those who did renew.
I was thinking about how much easier this would be in v16 as I was working on it!