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Membership

The Membership section of a Name Segment relates to the Membership feature. It allows you to set up a grid of membership levels and assign donors to each level as needed. Each level of membership has a Priority. For example, there might be a Gold level that is priority 3, a Platinum level that is priority 2, a Titanium level that is priority 1, etc. Each membership has an Expiration Date as well.
 
Expand the Membership section in the segment.
 
Membership
1

Priority Range

Enter a range of priority levels by selecting the levels that have previously been set up. For more information about membership levels, check out the Membership section. Select the same level in both the Low and High fields to get a list of names for just that level.
2

Expiration Date Range

Enter a range of dates to find those memberships that will expire in that range.
 
Reminder: No filters are required in a name segment. If you use more than one, Denari uses an AND operator between them. That is also true of these two filters. If you choose to use both a membership level range and an expiration date range a name record must match both filters to show in the output.
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