Supporter Activity Filters

Every contact record now carries a summary of what that person has done across BetterUnite: their membership, the events they registered for, the hours they volunteered and their auction activity. You can filter on these facts, show them as columns on the Contacts list, export them, and use them to personalize emails. That means you can build lists like "gala guests who are not members" or "volunteers with 20 or more hours this year" without exporting and matching spreadsheets.

The fields

Group	Field	What it shows
Membership	Membership status	The contact's current standing: Current, Past due, Payment failed, Pending first payment, Starts in the future, Completed or Canceled. If the contact holds more than one membership, the most active one is used. Household members share the membership they belong to. Blank means the contact has never been a member.
Membership	Membership renews or ends	The end date of that membership, or its next invoice date if it has no end date.
Membership	Member since	The start date of the contact's earliest membership.
Events	Events registered	How many different events the contact registered for. Invitations and "Not attending" responses are not counted. Several tickets to the same event count once.
Events	Events checked in	How many different events the contact was checked in at.
Events	Last event date	The date of the most recent event they registered for that has already happened.
Events	Next registered event	The date of the soonest upcoming event they are registered for.
Volunteering	Volunteer hours this year	Approved volunteer hours in the current calendar year.
Volunteering	Volunteer hours (lifetime)	All approved volunteer hours.
Auction	Auction bids placed	Confirmed bids on auction items.
Auction	Auction items won	Items the contact won or bought.
Auction	Auction total won	The total of the winning bids on those items.

When the fields update: BetterUnite recalculates these fields with each contact's giving totals, about once a day. A check-in, a new membership or approved hours show up within a day, not immediately.

Filter contacts by these fields

Go to Contacts and open the advanced filter builder.
Choose a field from the Membership, Events, Volunteering or Auction group.
Pick a comparison and a value, then use Add condition (AND) to combine it with other conditions, including giving fields.
Save the search to reuse it as a dynamic list for emails, text messages or workflows.

Example lists

Gala guests who are not members: Events registered is greater than 0, and Membership status is unknown.
Members to renew at the door: Membership status is Past due or Current, Membership renews or ends is in the next 60 days, and Next registered event is known.
Volunteers who have never given: Volunteer hours (lifetime) is at least 20, and Number of donations equals 0.
Auction winners to thank: Auction items won is greater than 0, and Last event date is in the last 14 days.

Show the fields as columns

On the Contacts list, open Modify grid columns and add any of the fields. Each column can be sorted. The same columns are available on guest reports.

Export the fields

The fields are included in contact exports, and in donation and guest exports when you choose contact columns. Dates are exported in your organization's date format.

Personalize emails

Use these merge tags in email content. The email editor also lists them in its merge tag menu. Text messages do not support these merge tags.

Merge tag	Prints
	Membership status, in words
	Renewal or end date
	Member since date
	Number of events registered
	Number of events checked in
	Last event date
	Next registered event date
	Volunteer hours this year
	Lifetime volunteer hours
	Number of auction items won
	Total of winning bids

For example: "Thank you for the hours you have given us this year." Send merge-tag emails to a list filtered on the same field, so every recipient has a value to print.