List Builder FAQs

This FAQ answers common List Builder questions for Member365 administrators. Navigation and available options can vary by permissions and configuration.

How do I create a List of Users With a Specific Tag?

When would I use this? Use this when you need to create a List of Users With a Specific Tag. For example, a Member365 administrator may need this answer to build an accurate audience for reporting, review, or communication.

This article will guide you through creating a list of users who share a specific tag.

1. Log in to your Member365 Administrator Dashboard.
2. On the top bar, hover over ‘ Lists ‘ and click ' Create List '
3. Enter a name for your list, select who can access it, and click ‘ Continue ‘.
4. In the list of filters, click ‘ Tags ‘. For now, ignore our highlight on the ‘ Save List ‘ button, but note that you will need to use it at the end of this process.
5. In the window that pops up, click the type of tag you would like to organize by. If you do not know what category your tag belongs to, try clicking one of the links to look for it; this window will remain open until you make (and save) a final tag selection at the end of this step, so you may easily return to it if you do not find your tag. Once you have found the desired tag or tags, fill the checkbox next to its name and then click ‘ Save ‘.
6. This will reduce your list to users who share this tag.
7. Add any other required filters to the list, and then click ‘ Save List ‘.

View the complete step-by-step guide.

How do I build a List Based on Event Registration?

When would I use this? Use this when you need a reusable list of everyone registered for an event, including an audience for an email campaign.

This creates a list containing contacts who registered for the selected event. Before emailing the list, also verify that each recipient has a valid email-consent record.

1. Log in to your Member365 Administrator Dashboard, open Lists, and select Create List.
2. Enter a descriptive name, such as “Event Name Registrants”, then click Continue.
3. In the list of filters, select Events.
4. Select Registered to Events.
5. Select the event or events whose registered attendees should be included, then click Save.
6. Review the contacts shown at the bottom of the page, then select Save List to keep working or Save & Continue to confirm the list.
7. Return to List Management and confirm that the list was created successfully.
8. Before using the list for an email campaign, look for contacts shown with a red line or red highlight. These contacts will not receive the campaign because Member365 does not have a valid consent record for them.
9. If your organization has a documented consent basis and the contact has not unsubscribed, open the contact from the list, scroll to Consent Settings, and use Request or Assign for the appropriate expressed or implied consent type. Record the accurate consent date and reason, then refresh the list.

Expected result: The saved list uses the Registered to Events filter and includes new registrants as they register. Only contacts with a valid consent record receive a non-system email campaign.

Troubleshooting: Do not assign consent merely because a contact appears in Member365, and never override an unsubscribe. If the correct consent basis is uncertain, request consent or confirm your organization's compliance requirements before sending.

Build a List Based on Event Registration · Understand red lines and email consent in a list

How do I create a List of Memberships Without Including Employee Accounts?

When would I use this? Use this when you need to create a List of Memberships Without Including Employee Accounts. For example, a Member365 administrator may need this answer to build an accurate audience for reporting, review, or communication.

This article will guide you through creating a list of memberships that does not include employee accounts. This will allow you to compile a list that consists only of members who have joined your organization, as opposed to those who have accounts as employees of your organization.

1. From the Member365 Administrator Dashboard, click ‘ Lists ‘ in the main menu.
2. Click ‘ Create a Custom List ‘.
3. Enter a name for your list and click ‘ Continue ‘.
4. Scroll down to the list of filters and click ‘ Membership ‘.
5. In the window that appears, click ‘ Membership Category ‘.
6. Click the checkboxes next to all membership categories that are not organizational memberships, then click ‘ Save ‘.
7. Click ‘ Membership ‘ again.

View the complete step-by-step guide.

How do I edit a List?

When would I use this? Use this when you need to edit a List. For example, a Member365 administrator may need this answer to build an accurate audience for reporting, review, or communication.

The linked guide explains this feature and its requirements.

1. From your administrator dashboard, click ‘ Lists ‘ > ' Manage Lists ' in the Main Menu
2. Using the search bar, or by manually scrolling through your available lists, click the one you would like to edit.
3. Using the options available, edit your list. To learn more about what each of these options do, refer to our guide ‘ How to Use the List Builder. ‘
4. Once the list is edited to your liking, click the green ‘ Save List ‘ button.

View the complete step-by-step guide.

How do I export a List?

When would I use this? Use this when you need a spreadsheet containing every contact in the CRM or the contacts in an existing saved list.

Direct answer: To report on all CRM contacts, create a new list and leave it without filters. By default, an unfiltered new list contains all contacts saved in the CRM. If you need only a saved subset, open that list from Lists → Manage Lists instead.

Steps to export all contacts:

1. From the Member365 Administrator Dashboard, go to Lists → Create List.
2. Enter a name, choose who can access the list, and click Continue.
3. Leave the list without filters so it continues to include all contacts saved in the CRM.
4. Click Export to Excel.
5. In the export window, click Check All if you want every available contact-information field, then click Download.

Expected result: Member365 downloads an Excel file containing all contacts and the fields you selected.

To export an existing filtered list: Go to Lists → Manage Lists, open the saved list, click Export to Excel, select the required fields, and click Download.

Check before use: An all-contacts export is a CRM inventory. It does not mean every contact is eligible to receive an email campaign; retain the appropriate consent rules for campaign audiences.

How to Export Contact Information · How to Export a List

How can I count unique contacts who logged in during a date range?

When would I use this? Use this when you need to count unique contacts who logged in during a date range. For example, a Member365 administrator may need this answer to build an accurate audience for reporting, review, or communication.

Use List Builder when you need unique contacts rather than the day-by-day activity totals in Engagement Analytics. The list count represents the unique contacts matching the login and membership criteria.

1. Go to Lists → Create List.
2. Name the list, set its access, and click Continue.
3. Add the applicable Member Engagement login filter.
4. Set the required login date range or relative period.
5. Add Membership filters if the count should include only members or selected membership categories.
6. Generate the list and review the running contact count.
7. Save the list or click Export to Excel if you need the matching contact records.

View the complete step-by-step guide.

Why is a contact crossed out in a list, and how do I filter these contacts out?

When would I use this? Use this when a contact is shown with a red line in List Builder or you need a report that excludes contacts who are not opted in for email.

Direct answer: A red line means Member365 does not have a valid email-consent record for that contact. A value of Null means no value is recorded for the field; it is not proof that the contact has opted in. An unfiltered export can still include these contacts, even though they are not eligible for a non-system email campaign.

To filter the list:

1. Open the list in List Builder and select Add Criteria.
2. Select Contacts, then select Email Opt Out.
3. Choose the option that includes contacts who are opted in or have not opted out, then save the criterion.
4. Refresh the list and confirm the crossed-out contacts are no longer included in the filtered results.
5. If a contact should be eligible but is still crossed out, open the contact and review Consent Settings. Use Request or Assign only when your organization has a valid consent basis, and never override an unsubscribe.

Expected result: The filtered list contains the contacts whose recorded email opt-out status matches the selected option. A separate all-contacts export remains a CRM inventory and can include contacts without email consent.

Test before going live: Verify a known opted-out contact and a contact with no recorded consent before using the list for a campaign.

What Do Red Lines Through Contacts in a List Mean? · How to Manage Email Consent Settings

How do I list contacts who have both a role and a specific tag?

When would I use this? Use this when two shared-tag filters return everyone with either tag instead of only contacts meeting both criteria.

Before you begin: Confirm the role can be represented as a contact demographic and the second criterion as a tag.

Steps in Member365:

1. Create or update a Contact Demographic for the role and assign it to the relevant contacts.
2. Open List Builder and create or edit the list.
3. Add the role as a Contact Demographic filter and add the second criterion as a tag filter.
4. Review the resulting contacts and save the list.

Expected result: The mixed demographic and tag criteria return contacts meeting both conditions, as confirmed in the support case.

Test before going live: Compare several known matching and nonmatching contacts before using the list for an email.

What happens next? Maintain the demographic and tag as contact attributes change.

How to Create a New Contact Demographic · How to Create a Custom Filter for your List

How do I find active members in a particular state or location?

When would I use this? Use this when you need a regional member list for outreach, emergency communications, or reporting.

Before you begin: Confirm which membership status and location fields should define the audience.

Steps in Member365:

1. Open Lists → Create List.
2. Name the list, choose its access, and click Continue.
3. Add Membership → Membership Status, select Active, and save the filter.
4. Add the relevant contact-location filter, such as Contacts → Countries.
5. Generate the list and click Export to Excel.
6. In the spreadsheet, filter or sort the State/Province and City columns for the exact area.

Expected result: The exported file contains active members in the selected country and can be narrowed to the required state or city.

Test before going live: Check several known contacts and confirm the list uses the intended address fields.

What happens next? Save the list for reuse and refresh it before future outreach.

How to Create a List of Active Members in a Specific Location

Why do archived members appear on a non-member list?

When would I use this? Use this when building separate audiences for active members, former members and people who never joined.

Before you begin: An archived membership remains in contact history but no longer grants active member privileges; its contact can meet a non-member filter.

Steps in Member365:

1. Open Lists → Create List or edit the existing list.
2. Review the Membership Status criteria and any filters that include employee or related contacts.
3. Use a separate archived-membership filter when you need to distinguish former members from contacts with no membership history.
4. Review email consent and export the list for a spot check before outreach.

Expected result: Contacts whose only memberships are archived can appear in a non-member audience; a separate status filter identifies them for targeted review.

Test before going live: Compare known active, lapsed, archived and never-member contacts against the results.

What happens next? Save distinct audience lists and refresh them before each campaign.

Membership Status: Active, Lapsed and Archived · Create a Membership List

How can I find members by job title?

When would I use this? Use this when you need to export all contacts with their job titles or find members with a particular job title. Job Title is available as an export field rather than a List Builder filter.

Before you begin: Confirm that job titles are recorded on contact profiles. A new list with no filters includes all contacts by default; add membership criteria only when you want to limit the export to members.

Steps in Member365:

1. On the Administrator Dashboard, open Lists → Create List.
2. Name the list, choose who can access it, and click Continue.
3. To export all contacts, leave the list without filters. To limit the export to members, add the applicable Membership criteria.
4. Click Export to Excel.
5. In the Export to Excel window, select Job Title and any other fields you need. Select Check All when you want every available field.
6. Click Download. If you need only particular job titles, open the spreadsheet and filter its Job Title column.

Expected result: The spreadsheet contains the selected contacts and their recorded job titles.

Test before going live: Spot-check a few contacts and job titles against their profiles before using the export.

What happens next? Export again when contact or job-title information changes; the spreadsheet is a snapshot.

How to Export Contact Information

How do I add contacts to a mailing list I imported earlier?

When would I use this? Use this when a saved list was built by pasting email addresses and you need to include additional contacts.

Before you begin: Gather the original addresses and the new addresses; confirm those contacts exist in Member365 and that you have the right email consent.

Steps in Member365:

1. Open Email Campaigns and start a campaign’s recipient selection.
2. Choose Import a List and create a new list containing both the original and new email addresses; a saved imported list does not grow automatically.
3. Use Add More Contacts if you only need extra recipients for this campaign, then review the recipient count.

Expected result: The new list or campaign recipients include the additional contacts.

Test before going live: Check several original and new recipients and the consent setting before sending.

What happens next? For a list that updates as membership changes, build it from List Builder filters instead.

Creating and Importing Mailing Lists

How do I find contacts by a date they entered on a form?

When would I use this? Use this when you need contacts who selected a presentation or activity date on a form, but the date answer is unavailable as a List Builder filter.

Before you begin: Identify the form and confirm which field contains the date. List Builder filtering for form answers is suited to choice fields; use the exported responses for a date answer.

Steps in Member365:

1. From the Administrator Dashboard, open Modules → Forms → Form Responses and select the form.
2. On Details, click Export to Excel.
3. Open the spreadsheet and filter the relevant date column for the day or year you need.

Expected result: The filtered export shows contacts with matching form dates.

Test before going live: Check a few responses and distinguish event dates from submission dates before contacting anyone.

What happens next? Export again when new responses arrive; the spreadsheet is a snapshot.

Export Form Responses

How do I make a mailing list of contacts who are not members?

When would I use this? Use this when you want to email prospects or other contacts who do not currently hold an active membership.

Before you begin: Decide whether archived or lapsed contacts belong in the audience, and check your organization’s email consent rules.

Steps in Member365:

1. From the Administrator Dashboard, open Lists → Create List, name the list, and choose its access setting.
2. In the list filters, choose Contact → Non Member; this is a contact filter, not a Membership filter.
3. Review any other filters, then save the list and inspect its contacts.

Expected result: The list contains contacts who meet the selected nonmember criteria.

Test before going live: Check several active, lapsed, and archived contacts and confirm the email consent and recipient count.

What happens next? Refresh the list before a campaign because membership status can change.

List Builder filtering example · Membership statuses

Why does a contact show “null” for a name in my list?

When would I use this? Use this when an imported mailing list shows “null” instead of a contact’s first or last name.

Before you begin: “Null” means the corresponding name field is empty. A red crossed-out contact is a separate email-consent warning.

Steps in Member365:

1. Open the list and select the affected contact.
2. Check the contact record’s first and last name fields against your source data.
3. Correct missing names in the contact record or prepare a verified contact import, then refresh the list.
4. Separately review Consent Settings for any red crossed-out names; do not assign consent without a valid basis.

Expected result: Complete contact names appear in the list; unresolved consent warnings remain visible.

Test before going live: Preview a test campaign’s name personalization for a corrected contact before sending.

What happens next? Review import templates for missing names and keep consent handling separate from profile cleanup.

Understand Red Lines in Lists

How can I export contacts with their preferred language?

When would I use this? Use this before preparing bilingual renewal reminders or other messages so you can see contacts’ language preferences.

Before you begin: Create or open a list containing the intended contacts. The export includes the data fields you select.

Steps in Member365:

1. Open Lists → Manage Lists and select the contact list.
2. Click Export to Excel.
3. In the export prompt, include the Language field and any identifiers needed to check records.
4. Click Download and review the spreadsheet.

Expected result: The export shows the language recorded for each included contact.

Test before going live: Spot-check a few exported preferences against their contact records before changing email content.

What happens next? Review language settings again before a future send; a saved export is only a snapshot.

Export a Contact List

Why does an active member appear on my lapsed membership list?

When would I use this? Use this when a contact holds several memberships or credentials and you need to identify people with no active membership.

Before you begin: Membership status belongs to each membership record. A contact can have one lapsed category and another active category; a lapsed-membership list can still include them.

Steps in Member365:

1. Open Membership → Statistics → Lapsed Members.
2. Use Filter by Category to inspect the relevant lapsed records and Export to Excel if needed.
3. Open the Active Members report, filter by the corresponding active categories, and export it.
4. Compare contact identifiers across both exports before treating anyone as wholly lapsed.

Expected result: You distinguish lapsed memberships from contacts who still hold another active membership.

Test before going live: Spot-check a known multi-category contact’s membership records.

What happens next? Retain historical lapsed records unless your organization deliberately archives them; archiving changes reporting.

Review Lapsed Memberships · Membership Reporting

Which filter should I use to list active members?

When would I use this? Use this when a list filtered by Contacts → Member Status → Active returns no contacts or an unexpected count.

Filter on Membership → Membership Status → Active to list active memberships.

Steps in Member365:

1. Open Lists and create or edit the list.
2. Add the Membership → Membership Status criterion and select Active.
3. Save and refresh the list, then check a few known active members before exporting or using it as an email audience.

Expected result: The list includes contacts whose membership meets the active status criterion.

What happens next? Use additional filters when the list should include only a specific membership category or region.

View Active Memberships

Exclude archived memberships from a category-based list: Selecting a membership category alone is not the same as restricting its membership status. Add the appropriate Membership → Membership Status - Primary Accounts criterion and select Active for current members only, or Active and Lapsed when both groups are intended. Leave Archived unselected when archived memberships should be excluded. Save and refresh the list, then compare a known active, lapsed, and archived record with the results. Check these criteria on each list you create or reuse.

Membership status and email eligibility are separate: Lapsed is a membership state, not a built-in two-year date range. A lapsed contact can match a list while still being ineligible for an email campaign because their email-consent record is not valid. Review consent separately before sending; do not infer permission to email from list inclusion.

How do I restore a contact I removed from a saved list?

When would I use this? Use this when an eligible contact was removed from a list by mistake.

Before you begin: Confirm the contact still exists and has a valid basis for inclusion; this is different from restoring a soft-deleted contact record.

Steps in Member365:

1. Open Lists → Manage Lists and select the saved list.
2. Find the removed contact in that list’s removal or exclusion view.
3. Click the trash icon for that contact to undo the removal, then refresh the list.

Expected result: The contact appears in the list again if they still meet its criteria.

Test before going live: Reopen the list and check the contact’s consent before selecting it for a campaign.

What happens next? If the entire contact record was soft-deleted, restore that record separately.

Edit a List · Restore a Soft-Deleted Contact

How do I list members who have never logged in?

When would I use this? Use this when following up with members who have not started using the Member Portal.

Direct answer: The Never Logged In option includes members who have no login history. It is different from No Login for X Days, which finds members whose last login is older than the number of days you enter. Both options are available under Member Engagement.

Before you begin: Check the list’s membership status and who is intended to receive the follow-up.

Steps in Member365:

1. Open Lists → Create List or edit an existing list.
2. Add the membership criteria for the intended group.
3. Under the Member Engagement filter, select the option for members who have never logged in. Save the list.
4. Review the resulting contacts and export or use the list for an appropriate campaign.

Expected result: The list shows members matching both the membership criteria and the login activity filter.

Test before going live: Check a test contact who has logged in and one who has never logged in before sending.

What happens next? Refresh the list before each follow-up; a member’s login status may change.

Export Low-Engagement Members

How do I filter a list by answers on a membership form?

When would I use this? Use this when a question on a membership application form has list-enabled responses.

Before you begin: Confirm the relevant question and response have been saved to the membership form for the contacts you want to report.

Steps in Member365:

1. Open Lists → Create List or edit an existing list.
2. Add criteria and choose the Membership Form filter.
3. Choose the form question and response you need, then refresh or save the list.
4. Check a known respondent against the resulting contacts.

Expected result: The list reflects contacts matching the selected membership-form answer.

Test before going live: Compare with the form analytics for a few known contacts before exporting.

What happens next? Export the list or use it as the intended audience.

Use the List Builder

Where are parent and child organization filters in List Builder?

When would I use this? Use this when building a list based on organization relationships.

Before you begin: Member365 Support reported that parent-child criteria are available under the Organization filters.

Steps in Member365:

1. Open Lists → Create List or an existing list.
2. Add an Organization criterion and look for the parent or child relationship filter.
3. Select the intended relationship and review the resulting organizations and contacts.

Expected result: The list is narrowed by the chosen organization relationship.

Test before going live: Check one known parent and child organization before sending or exporting.

What happens next? If the filter is missing in your account, ask Support to check its availability and your permissions.

How do I include several ZIP codes in a List Builder list?

When would I use this? Use this to reach contacts in a metro area represented by more than one ZIP code.

Before you begin: The ZIP code criterion accepts one code at a time; a comma-separated list or range in a single box is not supported.

Steps in Member365:

1. Create or edit a list and choose the relevant ZIP or postal-code criterion.
2. Use Add Criteria to add each additional ZIP code separately.
3. Review the criteria and preview to ensure a contact in any selected ZIP code is included.
4. Save and inspect several known contacts before using the list.

Expected result: The saved list includes the intended locations after one criterion is entered for each ZIP code.

Test before going live: Check that the criteria use OR-style matching for alternate codes rather than requiring a contact to match them all.

What happens next? Export or send to the reviewed audience.

Use the List Builder

Can List Builder filter by a specific event ticket type?

When would I use this? Use this when you need contacts who purchased one ticket type rather than everyone registered for an event.

Before you begin: The Event Registration list criterion does not filter by individual ticket type.

Steps in Member365:

1. Open the event report and export registrations for the relevant event.
2. Filter the exported rows to the ticket type you need and review the contact identifiers.
3. Import the reviewed contacts into a list for the mailing or follow-up.
4. Check the list against the event report before sending.

Expected result: You get a ticket-specific audience from the event export and imported list.

Test before going live: Verify that purchaser and attendee records are represented as intended.

What happens next? Use a fresh export when registrations change.

Use the List Builder

How do I list members who purchased a particular membership add-on?

When would I use this? Use this when you need the contacts who selected an optional membership add-on, rather than everyone in the category.

Steps in Member365:

1. Open Lists → Create List and name a new list.
2. Add a filter under Membership → Membership Add-Ons for the add-on you want to report.
3. Add membership category or status conditions if you need to narrow the results, then preview the list.
4. Check a member known to have bought the add-on and one who did not; export the list if needed.

Expected result: The list isolates contacts matching the chosen membership add-on and any other filters.

Test before going live: Confirm whether a required regional add-on should be included or excluded from the question you are answering.

How to Use the List Builder

How do I list the primary contacts of active organization memberships?

When would I use this? Use this when a list of organization leaders includes an employee or an inactive account instead of the current primary contacts.

Steps in Member365:

1. Open Lists → Create List or edit the saved list.
2. Set Membership → Membership Category → Primary Accounts to the group categories you need.
3. Add Membership → Membership Status → Active when only current memberships should appear.
4. Preview several organizations against their contact roles before exporting or using the list for an email campaign.

Expected result: The list returns active primary account contacts for the selected group categories.

Test before going live: Compare one known primary contact and one employee contact; review any contact with more than one membership.

How to Use the List Builder

Can I add more filters to the standard membership report?

When would I use this? Use this when the standard membership report offers only status and category but you need to filter by another contact or membership field.

Before you begin: The standard report's filter controls are fixed; use List Builder for a saved custom view.

Steps in Member365:

1. Open Lists → Create List and name the report.
2. Add membership status and category conditions, then the additional fields you need.
3. Preview known records, save the list, and export it if needed.

Expected result: Your saved list applies the combined conditions without altering the built-in report.

Test before going live: Check the inclusion and exclusion logic on a few known members.

How to Use the List Builder

How do I list contacts who chose either of two answers on a membership form?

When would I use this? Use this when a list should include anyone who selected choice A or choice B.

Before you begin: An AND condition only keeps contacts matching both filters.

Steps in Member365:

1. Build the list from the relevant membership form answer filters.
2. Connect the two answer conditions with OR, then save.
3. Inspect sample contacts who selected each answer.

Expected result: The list includes contacts with either selected response.

Test before going live: Check both branches and exclude contacts who chose neither.

How do I include both primary contacts and employee accounts with another role in one list?

When would I use this? Use this when a mailing list must include the primary contacts of active group memberships and active employee accounts with a selected membership role.

Direct answer: Primary-account and employee-account filters search different contact types. A contact can hold the selected role and still be excluded from a Primary Accounts branch when the contact is an Employee Account. Use separate OR branches for the two contact types.

Steps in Member365:

1. Open Lists → Create List, or edit the saved list, and choose its visibility.
2. Keep one branch for Membership Status → Primary Accounts → Active in the intended group-membership categories.
3. Use Add criteria to create a separate OR branch. In that branch, add Membership → Employee Account for the intended categories, Membership → Membership Status - Employee Accounts → Active, and Role Management → Membership Role Filter for the selected role.
4. Preview one known active primary contact, one active employee account with the role, and one contact who should be excluded. Save or export the list only after all three results are correct.

Expected result: The list includes active primary contacts from the first branch and active employee accounts with the selected role from the second branch.

Test before going live: If a role-holder is still missing, confirm whether that person is a primary contact, employee account, or related contact, then verify that the matching contact-type and status filters are in the same branch as the role filter. Check for duplicates when one person meets more than one branch.

Filter by Employee Accounts · Role Management

Why does my list include contacts who match only one of my filters?

When would I use this? Use this when a list intended to require several conditions also includes people matching a second group of conditions.

Direct answer: Separate filter groups can form an OR condition. Put required conditions in the same group to make an AND condition.

Steps in Member365:

1. Open the saved list under Lists and review its filter groups.
2. Remove an unintended OR group, then add each required condition to the same filter group.
3. Preview matching and nonmatching contacts and save the list.

Expected result: Only contacts satisfying every required condition in that group appear.

Test before going live: Check one contact matching all conditions and another who matches only one.

Why does my All Contacts list export have fewer rows than the contact record count?

When would I use this? Use this when a saved All Contacts list exports far fewer rows than the number of contacts shown in the CRM.

Review its filters. A list using an email opt-in criterion includes only subscribed contacts, so its row count can be lower than the total number of contact records.

Steps in Member365:

1. Open Lists → Manage Lists and inspect the saved list's criteria.
2. Check for an opt-in or email-subscription filter and decide whether it belongs in the list.
3. For a contact inventory, remove that filter from an appropriate copy of the list and re-export; for a campaign recipient list, retain consent rules.

Expected result: The exported count reflects the criteria you intended rather than an overlooked subscription filter.

Test before going live: Compare the revised export to a known contact sample; do not treat all CRM contacts as eligible marketing recipients.

Can I make a list of group memberships with unfilled employee seats?

When would I use this? Use this when you want to remind primary contacts to assign unused employee seats.

Member365 does not currently provide a report that calculates open seats for each group membership. You can make a list of group primary contacts and ask them to review their seat assignments, then check the memberships individually.

Steps in Member365:

1. In List Builder, create or reuse a list of the primary contacts for active organization memberships.
2. Send a targeted email campaign asking those contacts to review and fill their employee seats.
3. Check individual group memberships and seat packages before making account-level changes.

Expected result: Primary contacts receive a reminder; staff verify unused seats on each relevant membership rather than relying on a nonexistent aggregate report.

Can I make a list of all contacts added during a date range?

When would I use this? Use this when you want a list of every new CRM contact, including non-members, created in the last few weeks.

List Builder does not currently offer a contact creation-date filter that produces this combined list. A New Membership report covers members who joined, but it is not the same as all newly created contacts.

Steps in Member365:

1. Decide whether your question is about new memberships or all new contact records.
2. For new memberships, use the appropriate Membership report and record its date criteria.
3. For all contacts, request a data-specific solution from Support rather than treating the membership report as a complete contact-creation list.

Expected result: You avoid interpreting a new-membership report as a count of every contact added to the CRM.

How do I copy a saved List Builder list?

When would I use this? Use this when a new audience needs most of the same filters as an existing saved list.

Direct answer: A copy option has been added to List Builder, so you can duplicate a list and edit the copy instead of rebuilding all its filters.

Steps in Member365:

1. Open Lists → Manage Lists and find the list you want to reuse.
2. Use the list’s copy option to create a second list, and give the copy a distinct name.
3. Edit the copied list’s filters for the new audience and save it.
4. Compare a few expected and excluded contacts before using it for a campaign or report.

Expected result: The original list keeps its filters and the new list can be edited independently.

Test before going live: Confirm the copied audience, especially any membership status and consent filters. If Copy is not yet visible in your account, check with Support.

How can I find contacts who have no email address?

When would I use this? Use this when cleaning a CRM or preparing a tag for contacts whose email field is blank.

Direct answer: The available List Builder filters do not include a blank-email filter. Export the relevant contact records, then filter the email column in the spreadsheet.

Steps in Member365:

1. Export the relevant contact report with the email address and a stable identifier such as Member Number.
2. Filter the exported email column for blanks, then review a sample of the resulting records.
3. If preparing a contact import for those records, retain the identifier and add the exact Contact Tags or demographic column requested for the import.

Expected result: The spreadsheet identifies records with no email without treating a membership report as a complete list of all CRM contacts.

Test before going live: Use the filtered file for review before importing changes; contacts without email may need a member number to match existing records.

How do I create lists of contacts by birth month?

When would I use this? Use this when Birth Month is not available as a built-in List Builder criterion and you need separate contact audiences for each month.

Create a Contact Demographic Form that records birth month, associate that demographic with the relevant contacts, collect or import the values, and then use the demographic response as a List Builder filter.

Before you begin: Decide whether members will enter their own birth month in the Member Portal or whether you already have verified birth-month data to import.

1. Go to Modules → Forms → Create. In the Contact Demographic box, click Create.
2. Create a form with a Birth Month question and provide the twelve months as answer choices. Save the form.
3. Go to Contacts → Settings → Contact Demographics. Create or edit a demographic and select the new form as its Associated Form.
4. Associate the demographic with the contacts who should complete it. The associated form can then appear in their Member Portal profile. If you already have birth-month data for many contacts, contact Member365 Support for an import template and import assistance.
5. Go to Lists → Create List, name the list, choose its access, and click Continue.
6. Add the applicable Contact Demographic filter, select one birth-month answer, and review the matching contacts.
7. Save the list and repeat the filter for each additional month you need.

Expected result: Each saved list contains contacts whose recorded demographic response matches the selected birth month.

If no contacts appear: Confirm that the demographic is associated with the contacts and that a birth-month response has been submitted or imported. A date of birth stored in a different profile field does not automatically populate the new demographic response.

Create a Contact Demographic Form · Create a New Contact Demographic · Use the List Builder

How do I build a list from a form response?

When would I use this?
Use this when you need a list of contacts whose latest response to a supported form contains a particular answer or keyword.

Prerequisites
- The form is one of these types: Membership, Event Registration, Contact Demographic, Organization Demographic, Web Submission, or Directory.
- The question has “Include in Listbuilder” enabled in Form Builder.
- The response is associated with a known contact. Guest or anonymous responses do not match.

Steps
1. Open Lists and edit or create a list.
2. Select Add Criteria.
3. Choose Form Responses.
4. Choose the form type, then the form.
5. Choose an eligible question.
6. Select an answer, or enter a keyword for a free-text question.
7. Save the criterion and the list.

Expected result
The list contains contacts whose latest submission to that form matches the answer or keyword. Existing saved form-response criteria continue to work.

Troubleshooting
- Missing form: confirm its form type is supported.
- Missing question: enable Include in Listbuilder on that question.
- Missing contact: confirm the submission is linked to a contact and that the latest submission matches.
- Unexpected results: confirm the chosen form, question, answer, and AND/OR grouping.