Available filters and audience examples

This article includes a full list of filters, what they do, and the conditions available to use with them; and some examples of common audiences to help you get started.

Available filters

Contacts

Filter	Description	Available conditions
Age	The member's age. This would typically be set as an age range.	Is, Is not, Greater than or equal, Less than or equal, Between
Bank accounts	Whether a member has bank account details in the system.	Has a valid bank account > Yes/No
Birthday	When the member's birthday is.	Today, tomorrow, this month, next month
Created date	The date the member record was added to the system.	On or after, On or before, On, Not on, Between, Not between
Current status and last changed date	The member's current status and the last date it was changed.	Within the last, Between two dates
Custom field	The value of a member's custom (user) field.	Is, Is not
Gender	The member's gender.	Is any of, Is not any of
Home address post code	The post code of the member's home address. This would typically be set using ‘Begins with' and the first part of the post code.	Contains, Does not contain, Begins with
Home address region	The region of the member's home address.	Is, Is not, Contains, Does not contain, Begins with, Ends with
Home address town	The town of the member's home address.	Is, Is not, Contains, Does not contain, Begins with, Ends with
Home email address	The member's home email address.	Is, Is not, Contains, Does not contain, Begins with, Ends with
Home site	The member's home site.	Is any of, Is not any of
Join date	The date the member purchased their first recurring or long-term membership.	Between
Last status change date	The date the member's status was last changed to any status.	On or after, On or before, On, Not on, Between, In the previous time period
Member ID	The member's ID. Can be used as a range or to identify a specific member.	Is, Greater than or equal, Less than or equal, Between
Preferred site	The member's preferred site.	Is any of, Is not any of
Price level	The member's price level.	Is any of, Is not any of
Profile updated	The date the member's profile was last updated. This does not include membership changes or bookings.	In the previous time period
Prospect interaction	A prospect's interaction details. Use this filter with 'member status' to identify current prospects.	Is a specific sub type and a specific outcome, Is not a specific sub type and a specific outcome, Is a specific sub type and not a specific outcome, Is not a specific sub type and not a specific outcome
Prospect needs analysis	A prospect's needs analysis details, if available. Use this filter with 'member status' to identify current prospects.	Contains, Does not contain
Status	The member's current status.	Is any of, Is not any of
Time since prospect action	The time since a prospect action occurred. Use this filter with 'member status' to identify current prospects.	In the previous time period

Memberships

Active membership type	A specific type of membership that is currently active for the member	Is any of
Discount ends*	The date a membership discount ends, if applicable.	In the next time period
Discounted memberships*	If a member's current membership is discounted.	Has discounted memberships
Expired membership type	A specific type of membership that has expired for the member	Is any of
Future membership type	A specific type of membership that has not yet started for the member	Is any of
Membership ends*	The end date of current memberships that are not auto renewing.	In the next time period, In the previous time period
Membership fixed price ends*	The date a current fixed price membership ends and reverts to regular pricing.	In the next time period
Membership future price change	Scheduled future price changes for membership products.	In the next time period
Membership paid by primary	Whether any of the member's current memberships are paid by the primary member.	Is paid by primary
Membership payment method	The payment method of current memberships.	Is any of, Is not any of
Membership renewal	Whether or not the member's membership is set to auto-renew.	Is automatic
Membership type group	The member has a membership in the selected membership type group(s).	Is any of, Is not any of
Membership type tags	The tags assigned to a member's membership.	Is any of, Is not any of
Number of memberships	The number of currently active memberships for a member.	Is, Greater than or equal, Less than or equal
Purchase date*	The date a membership was purchased.	On or after, On or before, On, Not on, Between, Not between, In the previous time period
Usages remaining*	The number of remaining uses for a current usage membership.	Is, Greater than or equal, Less than or equal

Activity

Amount spent	The total value of sales for a member over a period.	Minimum value spent between two dates, Maximum value spent between two dates, Value spent between two dates, Minimum value spent in the previous time period, Maximum value in the previous time period, Value spent in the previous time period
Booked date*	The date a booking was made.	On or after, On or before, On, Not on, Between, Not between, In the next time period, In the previous time period
Booking activity	An activity that has ever been booked by the member.	Is any of, Is not any of, Begins with, Ends with
Booking date*	The start date and time bookings took place or will take place.	On or after, On or before, On, Not on, Between, Not between, In the next time period, In the previous time period
Booking party size	The party size of bookings. This can be used to identify whether a booking is a group booking by using a party size of more than 1.	Is, Greater than or equal, Less than or equal
Bookings made	The number of bookings made over a period.	Number of bookings made in the previous time period, More than or equal the number of bookings made in the previous time period, Less than or equal the number of bookings made in the previous time period
Bookings missed	The number of bookings missed over a period.	Number of missed bookings made in the previous time period, More than or equal the number of missed bookings made in the previous time period, Less than or equal the number of missed bookings made in the previous time period
Dishonoured bookings	The number of dishonoured bookings over a period	Number of dishonoured bookings made in the previous time period, More than or equal the number of dishonoured bookings made in the previous time period, Less than or equal the number of dishonoured bookings made in the previous time period
Last time on site	The last time a member scanned through an entry point or access control.	On or after, On or before, On, Not on, Between, Not between, In the previous time period
Members activity	Whether or not the member attended site, made a booking or a purchase, over a period.	With no activity in the previous time period, With activity in the previous time period, With no activity between two dates, With activity between two dates
Number of times on site	The number of times a member scanned through an entry point or access control over a period.	Minimum number of times on site between two dates, Maximum number of times on site between two dates, Number of times on site between two dates, Minimum number of times on site in the previous time period, Maximum number of times on site in the previous time period, Number of times on site in the previous time period

Please note that each filter looks at the data individually, this is especially relevant for membership filters, e.g. if you have filters for membership status is Active and membership type is X, the member will still match if they have two memberships, one is active, and the other is X and expired.

Example audiences

Sorry you are leaving

To send to members whose membership is about to finish.

Membership filters

Number of memberships > is > 1

AND

Membership Ends > in the next time period > {duration}

AND

(Optional) Active membership type > is any of > {selected memberships}

These filters will check that the member only has one active membership and when it is ending. You can also add a filter for what the membership type is to be more specific in your communication.

If you are using additional hidden membership types like 'Induction Completed', then make the number of memberships 2.

Once the membership type filter has been added to the membership ends filter, you can use this for renewal reminders for payment-up-front memberships (in development).

Set up the communication job to run at the same frequency as the 'Membership ends' filter duration. In the above example, this would be once a week.

Status change confirmation

To send to members who status has recently changed. This is specific to the status type and so can be used for a lot of different use cases, e.g. frozen, cancelled.

Contact filters

Current status and last changed date > within the last > {status and duration}

This can only be set up for a confirmation of a change that has happened, and not a scheduled change at this point.

Set up the communication job to run at the same frequency as the filter duration. In the above example, this would be once every hour.

Low activity check

To send to members who should be active but haven’t had any activity in a period. This is very useful for catching members who are slipping away before they leave.

Contact filters

Status > is any of > {active statuses}

Activity filters

Member activity > with no activity in the previous time period > {duration}

Set up the communication job to run at the same frequency as the 'Members activity' filter duration. In the above example, this would be once a month. To do this, you would set up one-off jobs every month.

Future development will allow this to run more frequently and exclude members who have already received an email in a set amount of time.

Booking reminder

To send to members who have a booking that day.

Activity filters

Booking date > in the next time period > 24 Hours

Set up the communication job to run once a day. Either at the end of the previous day or the start of the day.

Upselling membership

For when a member doesn’t have a membership but is making a lot of bookings in a period or has spent a lot of money in a period.

Contact filters

Status > is any of > {casual/PAYG membership status}

Activity filters

Bookings made > More than or equal the number of bookings made in the previous time period > {number of bookings and duration}

Amount spent > Minimum value spent in the previous time period > {amount and duration}

You could also do this audience with the ‘Number of memberships is 0’ filter instead of casual, but this will potentially catch members with other statuses like Frozen. It all depends on your configuration.

The number of booking or amount spent should be high enough that they would save money by purchasing a membership.

Set up the communication job to run at the same frequency as the 'Bookings made' or 'Amount spent' filter duration. In the above example, this would be once a week.

Available filters and audience examples

A full list of the currently available filters and some examples of commonly used audiences and how to create them.