From Profiler November 2021, a Dynamic List is automatically created once you have defined your source codes for your Subscription/Membership Centre. This allows for quick searching and emailing of these clients.
If you have changed the terminology – the word “Subscription” can be substituted to your term (commonly Membership)
There is 2 pre-build Dynamic Lists:
- All Active Subscriptions – which is all clients who have an active Subscriptions (that is not expired) regardless of the next due date.
- All Future Due (from Today) Subscriptions – this is all clients who have an active Subscription, and is due any date from today and into the future (ie. not lapsed)
As this is a dynamic list, it is calculated every time the list is run. You can see the list in Clients when you are searching in the Dynamic List dropdown.
The dynamic lists mentioned above will be listed in the Profiler Built in Dynamic Lists section of this drop-down. You can select your list and click Search and the list will be run and the results shown.
You can then click on any of the clients returned in the search results OR click the Options with the Search Results button to send the clients to the browse list for further manipulation OR directly email the clients returned in the search results.