Creating manual and dynamic club membership tags

Club Membership Tags are used to create and identify customized groupings of club members that can be used for functions such as filtering/exporting Club Memberships as well as identifying custom member requirements in Club Packages.

There are two types of Club Membership Tags in Commerce7. 

  • Manual - club membership tags which are added manually to club memberships.
  • Dynamic - club membership tags which are added automatically to club memberships.

Club Membership tags can be added to a club membership after the membership is setup, not during the signup.

This documentation also includes;

Filtering/Exporting by Club Membership Tag

Filtering/Exporting by Club Membership Tag in Club Packages

How Do I Add a Manual Club Membership Tag?

To create a manual Club Membership Tag navigate to Settings > Tags and click on the Club Membership tab. Then, select "Add Club Membership Tag"

club tag

Add a title to your club membership tag and select Add Club Member Tag.

add club

Now that you have created a Manual Club Membership Tag you can tag club members individually to segment them.

Start by selecting a club member's profile and use the drop down menu on the right to select from a list of your pre-setup Manual Club Membership Tags, then select Add.

A club membership can have multiple tags. 

add-1

How Do I Add a Dynamic Club Membership Tag?

To create a dynamic Club Membership Tag, navigate to Settings > Tags and select the Club Membership tab. Then, then select Add Club Membership Tag.

Start with a title and then use the drop down menu under Type to select Dynamic.

You have the choice for customers to match all conditions that are set or one or more of the conditions that are set. 

Use the drop down menus to build the criteria/conditions for your dynamic Club Membership Tag. Club Memberships must meet the criteria/conditions you set in order to be automatically tagged.

To add more than one condition, select Add Option.

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Once you have your criteria set, select Add Club Membership Tag.

Dynamic Club Membership Tag Conditions/Criteria available:

Signup Date - this can be used to segment club membership by signup date.

  • Is greater than or equal to
  • Is less than or equal to

Cancel Date  - this can be used to segment club memberships by cancel date

  • Is greater than or equal to
  • Is less than or equal to

Club  - this can be used to segment memberships by club (this also exists outside of tags automatically)

  • Club is equal to
  • Club is not equal to

Cancel Reason  - this can be used to segment club memberships by cancel reason

  • Is equal to
  • Is not equal to

Order Delivery Method - this can be used to segment club memberships by pickup or ship

  • Is equal to ship, pickup or carry out
  • Is not equal to ship, pickup or carry out

Ship To State - this can be used to segment club memberships by where their order ships

  • Is equal to State X
  • Is not equal to State X

Ship To Country - this can be used to segment club memberships by which country they are in

  • Is equal to Country X
  • Is not equal to Country X

    Has Gift Message - this can be used to segment club memberships that have a gift message and need to relay to fulfillment 

    • Is equal to
    • Is equal to 

    Has Shipping Instructions - this can be used to segment club memberships that have special shipping instructions

    • Is equal to True or False
    • Is not equal to True or False

    Meta Data - this can be used to segment club memberships that have specific meta data attached to them. The criteria will be based on how your meta data is set up. Learn more about creating custom attributes/meta data for club memberships here.

    Once you have your criteria set select Add Club Membership Tag. The system will back populate through existing club memberships and tag the ones that meet the criteria. Any new club memberships that meet the criteria will be automatically tagged. 

    Filtering/Exporting by Club Membership Tag

    To filter/export by Club Membership Tag, head over to the Club > Memberships. Select the More Filters option on the right. Choose Club Membership With Tag from the drop-down and then select the Club Membership Tag you wish to filter by. 

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    Once you have applied the filter you want, click Export to export a spreadsheet of all your club memberships with the specified tag. 

    Filtering/Exporting Club Membership Tags in Club Packages

    You can filter Club Membership Tags when you are in Step 3 of a club package. You might use this functionality if you want to process certain club members with a specific tag, before anyone else in the club and/or before the auto process date for the club. 

    pack filter