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    What Are My Email Campaign Filters?

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    Filters allow club staff to specify the exact audience for which their campaign’s emails are intended. With every filter that an employee selects, that campaign earns an additional opportunity for personalization as it will be received by an increasingly niche audience.

    A campaign’s Recipient filters consist of two sections: Target Audience and Filters.

    A. Target Audience

    This section assists staff in establishing the campaign’s required Prospect/Member status and optional date range.



    Such filters include:

    • Target Audience Dropdown Menu: Allows staff to specify which status(es) a Prospect/Member must possess in order to receive the campaign email. This filter must be set for the campaign to send.

      Note: Depending on which status is selected, one to three additional filters will appear.



      • Accounts Created Window: Allows staff to specify a range of days in which a recipient’s account must have been created in order to receive the campaign email. This filter will appear for all Prospect and Member statuses.

      • Members Who Joined Window: Allows staff to specify a range of days in which a recipient must have joined the club in order to receive the campaign email. This filter will appear for Member statuses, only.

      • Check-In Filter: Allows staff to specify a range of days in which a recipient must have checked in (or not checked in) with the club in order to receive the campaign email. This filter will only appear for Members whose club’s billing providers record member check-ins.

    B. Filters

    This section assists staff in specifying their audience further, allowing additional opportunities for staff to personalize their campaign.

     

    Such filters include:

    • Follow-Up Status: Allows staff to specify which sub-status(es) a Prospect/Member must possess in order to receive the campaign email. This filter will appear for ‘Select Prospects’, ‘Select Active Members’ and ‘Select Inactive Members’ statuses, only.

    • Locations: Allows staff to specify the location whose Prospects/Members will be receiving the campaign email. This filter will appear for all Prospect and Member statuses and must be set for the campaign to send.

      Note: By clicking the filter’s side arrow, locations will appear:



            By default, no locations are selected. Staff can choose to check one or multiple locations. Staff can also
            select/unselect each location simultaneously by clicking the
    ‘All’ or ‘None’ links located in the filter’s
            top-right corner.



    • Gender: Allows staff to specify which sex a Prospect/Member must possess in order to receive the campaign email. This filter will appear for all Prospect and Member statuses.

      Note: By clicking the filter’s side arrow, the following drop-down menu will appear:



          By default, ‘All’ will be selected. Staff can also choose between ‘Men’ or ‘Women Only’.

    • Age Range: Allows staff to specify the range in which a Prospect/Member’s age must fall in order to receive the campaign email. This filter will appear for all Prospect and Member statuses.

      Note: By clicking the filter’s side arrow, the following ‘Min’ and ‘Max Age’ fields will appear:



    • Origins: Allows staff to specify the origin through which a Prospect/Member must have initially entered the club’s system in order to receive the campaign email. This filter will appear for all Prospect and Member statuses.

      Note: By default, the filter’s drop-down menu is set to ‘All Origins’. By switching this filter to ‘Select Origins’, the following origins will appear:



          By default, no origins are selected. Staff can choose to check one or multiple origins. Staff can also
          select/unselect each origin simultaneously by clicking the ‘All’ or ‘None’
    links located in the filter’s top-
          right corner.



    • Marketing Sources: Allows staff to specify the source through which a Prospect/Member must have discovered the club in order to receive the campaign email. This filter will appear for all Prospect and Member statuses.

      Note: By default, the filter’s drop-down menu is set to ‘All Marketing Sources’. If switched to ‘Select Marketing Sources’, the club's sources will appear:



          By default, no sources are selected. Staff can choose to check one or multiple sources. Staff can also
          select/unselect each source simultaneously by clicking the ‘All’
    or ‘None’ links located in the filter’s
          top-right corner.



    • Interests: Allows staff to specify the interest that a Prospect/Member cited as their reason for visiting the club in order to receive the campaign email. This filter will appear for all Prospect and Member statuses.

      Note: By default, the filter’s drop-down menu is set to ‘All Interests’. If switched to ‘Select Interests’, the club's interests will appear.


          By default, no interests are selected. Staff can choose to check one or multiple interests. Staff can also
          select/unselect each source simultaneously by clicking the
    ‘All’ or ‘None’ links located in the filter’s top-
          right corner.



    • Membership Types: Allows staff to specify the type of membership that a Member must possess in order to receive the campaign email. This filter will only appear for Members whose clubs supplied their membership types to Club OS upon setting up their account. To edit a club’s membership types, please contact support@club-os.com.

          Note: By default, the filter’s drop-down menu is set to ‘All Membership Types’. If switched to ‘Select
          Membership Types’, various membership types will appear:



          By default, no membership types are selected. Staff can choose to check one or multiple membership   
          types. Staff can also select/unselect each source simultaneously
    by clicking the ‘All’ or ‘None’ links   
          located in the filter’s top-right corner.



    • Primary/Secondary Members: Allows staff to specify the type of membership that a Member must possess in order to receive the campaign email. This filter will only appear for Members whose club’s billing integration acknowledges the separation between primary and secondary memberships.

      Note: By clicking the filter’s side arrow, the following drop-down menu will appear:

               
         By default, ‘Include Primary and Secondary Members’ will be selected. Staff can also 
    choose between
         ‘Include Primary’ and ‘Include Secondary Members Only’.


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