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The quickest way for you to view Active and Expired members is by clicking on Memberships. You will then see your Memberships Summary with all your membership levels setup, displaying your Active and Expired Members.

The Memberships Overview shows how many Active and Expired Members you have in all your Membership Levels.

Using Smart Groups to create dynamic lists 

We make it easy with Smart Groups. Head to Contacts &gt; New Smart Group and create a Smart Group to create a list to your requirements.

Active Members: Contains Contacts who hold any current Active Membership

Expired Members: This smart group contains Contacts that no longer hold an Active Membership. To ensure that renewed members are excluded, configure the filters to include: At least one Membership Status is Expired and No Membership Status is Active.

Partial Members: when a contact has an outstanding membership (usually up for renewal)...and even:

Cancelled Memberships: Membership has been cancelled before expiry date

- Active Members: Contains Contacts who hold any current Active Membership
- Expired Members: This smart group contains Contacts that no longer hold an Active Membership. To ensure that renewed members are excluded, configure the filters to include: At least one Membership Status is Expired and No Membership Status is Active.
- Partial Members: when a contact has an outstanding membership (usually up for renewal)...and even:
- Cancelled Memberships: Membership has been cancelled before expiry date

You can refine your Smart Group using Filters:

- Click on Add Filter and choose Memberships → Membership Status.
- Add this filter twice to configure two separate conditions.

- For the first filter, set the condition to: At least one Membership Status is Expired.
- For the second filter, set the condition to: No Membership Status is Active. This setup ensures that the Smart Group identifies members whose memberships have expired without including those who have renewed.

1. Add Membership Status Filters:
 - Click on Add Filter and choose Memberships → Membership Status.
 - Add this filter twice to configure two separate conditions.
2. Configure the Filters:
 - For the first filter, set the condition to: At least one Membership Status is Expired.
 - For the second filter, set the condition to: No Membership Status is Active. This setup ensures that the Smart Group identifies members whose memberships have expired without including those who have renewed.

The resulting Smart Group can then be used for sending Emails or SMS messaging (or just getting numbers for reports).

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Being able to communicate to those that haven't renewed their membership is important. Here's how you can do it quickly using Smart Groups!

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