Saving and reusing member views
Filter the members list, save it as a named view, and reapply it in one click — or use it as the audience of a campaign.
Saved views
Any combination of filters on the Members page (status, level, tag, search, past-due) can be saved as a named view and reused later.
Save a view
- Filter the Members list however you like.
- Click Save view and give it a name (e.g. "Lapsed — overdue").
- It appears as a one-click chip to reapply the same filters anytime.
Reuse it anywhere
Saved views are structured queries, so they can also be the audience of a campaign: for example, email a saved view's members a set number of days before their renewal. See "Campaigns from a saved segment."