Filter the member list to the people you need, then act on them together: send a renewal, an email, create tasks or export.
Before you start
- Every staff role can search, filter and act on members.
- You can select rows on one page at a time. Changing the tab, a filter, the page or the rows per page clears the selection.
Steps
- Go to Members.
- Choose a tab: All, Active, Renewal due, Grace, Lapsed, Pending, or Suspended, resigned, closed. Each tab shows its count.
- Narrow the list:
- Search by name or email.
- The level filter, starting at All levels.
- The good-standing filter: Good standing: any, In good standing or Not in good standing.
- Tick the box on each row you want, or the box in the header to select every member on the page. Use Rows at the bottom to show 25, 50 or 100 per page.
- Choose an action from the bar at the bottom:
- Send renewal — sends the renewal notice that fits each member.
- Email — enter a Subject and Message.
- Create tasks — one task per member, with What needs doing, Notes and Due.
- Export — downloads the selected members as a CSV file.
What happens next
Before anything is sent, Members works out who it applies to. Send renewal only goes to memberships that are due, in grace, lapsed, or whose auto-renew payment failed. If only some of your selection qualify, the button shows how many, and a note explains how many will be skipped as not due or because they cannot be emailed (no consent or no address). Email also skips anyone without an address or live consent. Each email sent is recorded on the member's timeline.
To export the whole filtered list rather than a selection, click Export at the top of the page. It exports every page for the current tab and filters, and the export is recorded in the audit log.
Add to group and Merge appear in the action bar but are not available yet.