Creating member lists for messaging

In this article you will learn how to create member filter lists for messaging and how to combine conditions.

Contents

• Member lists for messaging
• Create a member list
• Combining conditions with AND and OR

Quick Guide

1. Go to Members / Member filter lists.
2. Click Create a new list.
3. Name the list and add conditions.
4. Click Save.

Member lists for messaging

A member list is a collection of members who meet the conditions you define. You can use member lists to select the recipients when you send messages. The list screen offers the functions Create serial letter, Create serial email, Create serial text message and Create serial task.

Create a member list

1. Go to Members / Member filter lists.
2. Click Create a new list. The button is in the sidebar below your saved lists and at the top right of the Overview page. It opens a new, unsaved list.
3. Give the list a meaningful name in the field Name of your list....
4. Add the conditions the members must meet with Add.
5. Click Save.

After saving, the list appears under Members / Member filter lists.

Important: To include only current members, always add the condition Customer status with the value Member. You find it next to the condition Active membership.

Combining conditions with AND and OR

You can group conditions and link them with AND or OR to narrow down the result:

• AND: a member must meet all conditions linked with AND to be selected.
• OR: a member is selected if they meet at least one of the conditions linked with OR.

Between two conditions of a group and between two condition groups, the list shows the link and or or. Click the link to switch between and and or. Use Add to add a condition to a group and Add Group to add a further condition group.

Note: This article was created with the help of artificial intelligence and editorially reviewed.