How to Filter Members from the Export Utility

Please click on the tab for your corresponding A/R System
  • Jonas Club Management
  • CSG Club Connect
  • CSG Club Select
  • Encore

Jonas Club Management

The ClubHouse Online EMM interface Profile contains a Member Status Flitering option that allows you to either include or exlcude certain statuses to be uploaded to the Email Marketing website. In order to configure this filter you will need to follow these steps:

  1. Within Jonas Club Management, navigate to Club Management -> Member File -> Member Import/Export -> ClubHouse Online EMM Interface Profile
  2. Select your Club Code, if not already selected.
  3. From the menu on the right, select the Member Status menu option which will bring your to the Member Status Filtering screen.

When your Export Utility was first configured, a Web Representative would have preselected these options on your behalf. If you wish to changed the current setup, you will be able to reconfigure the following options:

Filter Type

There are three options to choose from as the Filter Type for Member Status Filtering.

  • All Members - All Members with in Jonas Club Management who possess an email address will be uploaded to the Email Marketing system.
  • Included - Only members whose member status is listed here will be exported to the Email Marketing system.
  • Excluded - Any member whose member status matches this list here will not be exported to the Email Marketing system.
Note: Only one Filter Type can be utilized for the export utility.

‚ÄčIf you have selected Included or Excluded as your Filter Type, you can update the Status List by following these steps:

  1. Within the Member Status field, click on the 'magnifying glass' to see the available member statuses to choose from.
  2. Double-click on member status to add it to the list.
  3. Repeat these steps until all desired statuses have been added
  4. Click OK to confirm settings
  5. Click Yes to run a Sync
  6. Click OK from the Interface Profile to save your settings.
  7. Execute the EMM Export Utility to update your changes in the Email Marketing system.

CSG Club Connect

The Email Marketing Interface Application allows you to filter your members based on Dues Class or Activity Status. These filters would have been previously configured by a CSG Web Representative. If you wish to make additional changes to these filters please follow the instructions below for each.

When selecting to include/exclude which Dues Classes and/or Activity Statuses, you must choose the same option for both tabs. As an example, if you choose the Include option in the Dues Classes tab, you must choose the Include option as well in the Activity Statuses tab. One cannot be set to Include in one area and the other set to Exclude.

If selecting to make changes to these filters, the Export Utility service must be stopped prior to opening up the utility. For instructions on how to stop and start the utility, please click here.

Dues Class

Within the Dues Class filter setup, their are two separate Filter Types to chose from:

  • Included - Only members whose Dues Class matches the ones listed here, will be exported to the Email Marketing system
  • Excluded - Any members whose Dues Class matches the ones listed here, will not be exported to the Email Marketing system

In order to add to the list of Dues Classes that will be either Included or Excluded you will need to follow these steps:

  1. Select the Filter Type you wish to use by checking off the box for either Included or Excluded.
  2. From the list on the right, select a Dues Class you wish to add.
  3. Click on the Add button to add a Dues Class to the list on the left
  4. Repeat steps 1 - 3 until all desired Dues Classes have been added.
  5. Click on Save once you are satisfied with the changes.

In order to remove a Dues Class from the list of Included or Excluded, please follow these steps:

  1. From the list on the left, click on the Dues Class you wish to remove
  2. Click on the remove button to remove it from the list on the left.
  3. Repeat these steps until all desired Dues Classes have been removed.
  4. Click on Save once you are satisfied with the changes.

Activity Status

Within the Activity Status filter setup, their are two separate Filter Types to chose from:

  • Included - Only members whose Activity Status matches the ones listed here, will be exported to the Email Marketing system
  • Excluded - Any members whose Activity Status matches the ones listed here, will not be exported to the Email Marketing system

In order to add to the list of Activity Status that will be either Included or Excluded you will need to follow these steps:

  1. Select the Filter Type you wish to use by checking off the box for either Included or Excluded.
  2. From the list on the right, select an Activity Status you wish to add.
  3. Click on the Add button to add an Activity Status to the list on the left
  4. Repeat steps 1 - 3 until all desired Activity Statuses have been added.
  5. Click on Save once you are satisfied with the changes.

In order to remove an Activity Status from the list of Included or Excluded, please follow these steps:

  1. From the list on the left, click on the Activity Status you wish to remove
  2. Click on the Remove button to remove it from the list on the left.
  3. Repeat these steps until all desired Activity Statuses have been removed.
  4. Click on Save once you are satisfied with the changes.

CSG Club Select

The Email Marketing Interface Application allows you to filter your members based on Dues Class or Activity Status. These filters would have been previously configured by a CSG Web Representative. If you wish to make additional changes to these filters please follow the instructions below for each.

When selecting to include/exclude which Dues Classes and/or Activity Statuses, you must choose the same option for both tabs. As an example, if you choose the Include option in the Dues Classes tab, you must choose the Include option as well in the Activity Statuses tab. One cannot be set to Include in one area and the other set to Exclude.

If selecting to make changes to these filters, the Export Utility service must be stopped prior to opening up the utility. For instructions on how to stop and start the utility, please click here.

Dues Class

Within the Dues Class filter setup, their are two separate Filter Types to chose from:

  • Included - Only members whose Dues Class matches the ones listed here, will be exported to the Email Marketing system
  • Excluded - Any members whose Dues Class matches the ones listed here, will not be exported to the Email Marketing system

In order to add to the list of Dues Classes that will be either Included or Excluded you will need to follow these steps:
  1. Select the Filter Type you wish to use by checking off the box for either Included or Excluded.
  2. From the list on the right, select a Dues Class you wish to add.
  3. Click on the Add button to add a Dues Class to the list on the left
  4. Repeat steps 1 - 3 until all desired Dues Classes have been added.
  5. Click on Save once you are satisfied with the changes.
In order to remove a Dues Class from the list of Included or Excluded, please follow these steps:
  1. From the list on the left, click on the Dues Class you wish to remove
  2. Click on the Remove button to remove it from the list on the left.
  3. Repeat these steps until all desired Dues Classes have been removed.
  4. Click on Save once you are satisfied with the changes.

Activity Status

Within the Activity Status filter setup, their are two separate Filter Types to chose from:
  • Included - Only members whose Activity Status matches the ones listed here, will be exported to the Email Marketing system
  • Excluded - Any members whose Activity Status matches the ones listed here, will not be exported to the Email Marketing system

In order to add to the list of Activity Status that will be either Included or Excluded you will need to follow these steps:
  1. Select the Filter Type you wish to use by checking off the box for either Included or Excluded.
  2. From the list on the right, select an Activity Status you wish to add.
  3. Click on the Add button to add an Activity Status to the list on the left
  4. Repeat steps 1 - 3 until all desired Activity Statuses have been added.
  5. Click on Save once you are satisfied with the changes.
In order to remove an Activity Status from the list of Included or Excluded, please follow these steps:
  1. From the list on the left, click on the Activity Status you wish to remove
  2. Click on the Remove button to remove it from the list on the left.
  3. Repeat these steps until all desired Activity Statuses have been removed.
  4. Click on Save once you are satisfied with the changes.

Encore Filter