...
Table of Contents
| Table of Contents |
|---|
...
|
...
|
...
|
...
|
...
Content
...
| Table of Contents | ||||||
|---|---|---|---|---|---|---|
|
Group Definitions
Static Group: groups that include specific members that were placed there manually. These can be inclusion or exclusion groups.
Static Opt-In Groups: special static group that allows members to opt-in to the group. Members can opt-in/opt-out by accessing their Profile page in the Member Directory.
Dynamic Groups: groups that automatically include members based on rules you define from the Directory or accounting system.
Note: in order for any of these groups to work properly, all information in the Member Directory must be up-to-date.
To access Dynamic Groups follow the steps below depending on your access role.
Admins: Hover over Admin bar in the left-hand corner of the screen, select Dynamic Groups. Note: these are linked in the same interface, so you can toggle between the two once you either click Dynamic Groups or Groups.
Editors: Hover over Admin in the main navigation, select Main Tools, and then Inbox/Groups.
The following Groups Interface screen will launch depending on which path you choose, either Dynamic or Static.
From Dynamic Groups:
Use Case(s)
Dynamic Groups are best used when using target marketing to send detailed communication to member groups. Dynamic Groups are set by defined rules that pull from the Directory or accounting system. Dynamic Groups may be groups such as: birthdays this month, balance overdue, or membership type.
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
Dynamic Group Examples
- Member Types (i.e. Golf Members, Social Members, etc.)
- Membership Classifications (i.e Primary, Secondary, Dependants)
- Male or Female
- Outstanding Balance
- Overdue Balance (60, 90, 120 days)
- Remaining Minimum
- Monthly Birthdays
- Monthly Anniversaries
- Never logged in to web
- Members w/ Dependants*
- Members by age ranges*
- Golf rounds in the last month*
- F&B purchases in the last month*
- Credit Book Balance*
- Member Analytics Predictor Score**
- New Member Onboarding/Welcome Emails
- Item Purchases* (based off of item reports, i.e. Taylor Made Clubs, Cases of Wine, Fitness Classes)
| Info |
|---|
* Requires Clubessential Office Accounting Software ** Requires Clubessential Office Accounting Software and Clubessential Member Analytics Predictor |
FAQs
Q: I created a Dynamic Group and have sent an email to the Dynamic Group, but no one received it. Why?
...
...
...
...
...
