Filters are accessed by clicking Advanced Filters above the results table. This opens a panel organised into sections. Once you have made your selections, click Apply and the results update immediately. Active filters appear as removable chips below the search bar so you can see at a glance what is in play. You can remove an individual filter by clicking the X on its chip, or clear everything at once with Clear filters.
All filters work together; if you have multiple filters active, results will only show contacts who match all of them.
Membership
Membership status: filter by Active (currently registered to a plan that is tracking registration status), Arrears (registered but payment overdue), Cancelled, or Expired. You can select more than one status at a time.
Programme: filter by one or more membership programmes your club runs, for example Senior, Camps, or Social.
Plan: filter by specific plans within a programme, for example a particular registration tier or age group. Plan options shown will depend on which programme you have selected.
Purchase date: filter by when a membership was purchased. Options include: within the last X days, weeks, or months; more than X ago; or between two specific dates. Useful for reaching contacts who registered recently or those who have not renewed in a long time.
Shop
Shop type: filter by the category of shop product purchased, for example Merchandise, Ticket/Event, or Fundraising.
Shop item: filter by a specific product within a shop type, for example a named event ticket or a specific kit item. Options shown will depend on which shop type you have selected.
Purchase date: filter by when a shop purchase was made, using the same options as the Membership purchase date filter above.
Profile & preferences
Date of birth: enter a from and to date to return contacts born within a specific age range. For example, you could set 01/01/2010 to 31/12/2015 to find all contacts born in that window for a juvenile communications campaign.
Connect groups: filter to contacts who belong to one or more specific Connect groups, for example your Senior Panel or U16 Girls. Select as many groups as you need.
App user: filter to contacts who have (Yes) or have not (No) downloaded and signed into the Clubforce app. Useful if you want to identify who is not yet on Connect before a push to drive adoption.
Email consent: filter to contacts who have (Yes) or have not (No) consented to receive email communications from your club. Only contacts with consent will receive your emails.
Lotto
Is an active lotto player: filter to contacts who currently have (Yes) or do not have (No) a ticket entered in the next upcoming draw.
Auto-renewal status: filter by a contact’s lotto auto-renewal standing: Active means they have a live auto-renewal ticket; Lapsed means they previously had one but it is no longer active; Never purchased means they have no history of auto-renewal at all.
Last draw entered: filter to contacts whose last draw entry was more than X days, weeks, or months ago. For example, setting this to “more than 3 months ago” returns contacts who have not entered a draw recently; a useful starting point for a lapsed player re-engagement email.
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