0

We introduced a new set of membership types and are naturally phasing out the old types (they will expire, on a rolling basis, but can not be renewed). We want to send people of the old types a scheduled reminder with a notice to renew at the new levels (X days before expiry), but only if they have not already renewed at the new levels. I thought I could do a Search Builder to make a smart group of all contacts who were "not in" the current levels and restrict it to that, but it is encountering some silly logic error and continued to send them reminders. How would you approach this?

Recap. Send renewal reminders to old membership types, but only if they have not renewed.

Thank you. Latest Civi and D7.

Worst case, I can add text to reminder that says "If you have already renewed, please ignore" but that is annoying.

Improve this question
8
  • 1
    Is the problem in the smart group or in the scheduled reminders? As in, if you check the contacts who received the reminder, are they in the smart group, but they shouldn't be? Or are the contacts not in the smart group, but they are still receiving the reminders?
    – Lars SG
    Commented Jun 9, 2023 at 1:43
  • By the way, Search Builder is definitely the old way and it makes sense to use SearchKit for this kind of thing now.
    – Lars SG
    Commented Jun 9, 2023 at 3:20
  • I'll try to Search Kit. The search builder criteria just said "not in" the old types. But, the contact was still in the group. The contact had both the old expiring membership type and the new membership type.
    – Zachary
    Commented Jun 9, 2023 at 20:02
  • This can be tricky. I think you want to search for Contacts with (required) Memberships in the old types and without Memberships in the new types, then you'll get just contacts who only have the old types. Definitely verify before using, NOT IN can be tricky.
    – Lars SG
    Commented Jun 9, 2023 at 20:37
  • 1
    Great - mine was more of a pre-searchkit approach. Make two groups then just do a (B - A) to get C.
    – petednz - fuzion ♦
    Commented Jun 13, 2023 at 19:44

1 Answer 1

Reset to default
1

Better to use SearchKit than Search Builder, which is old and sometimes does strange things. I think you want to search for Contacts with (required) Memberships in the old types and without Memberships in the new types, then you'll get just contacts who only have the old types. Definitely verify before using, NOT IN can be tricky.

Improve this answer

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service and acknowledge you have read our privacy policy.

Not the answer you're looking for? Browse other questions tagged or ask your own question.