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Counting Beneficiaries of the memberships

Sina Cyrus
$organization

Hi everyone,

I am curious to know how to count people who are beneficiaries to the memberships and not the membership holder in membership cases like Joint Memberships.

Thanks,

Sina

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  • $organization

    Hi Sina
    You can do this in Extraction Manager or List Manager using criteria from Memberships and also Relationships. Which criteria is best depends on your organisation's set up and what you want to find eg:
    - Membership Organisation and/or Membership Level
    - Membership Status (eg if you only want to include Active memberships)
    - Relationship Category and/or Relationship Type

    You may want to include Relationship Type in your Output Set.

    Best wishes
    Dawn

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  • $organization

    Hi Sina
    You can do this in Extraction Manager or List Manager using criteria from Memberships and also Relationships. Which criteria is best depends on your organisation's set up and what you want to find eg:
    - Membership Organisation and/or Membership Level
    - Membership Status (eg if you only want to include Active memberships)
    - Relationship Category and/or Relationship Type

    You may want to include Relationship Type in your Output Set.

    Best wishes
    Dawn

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