Home > Members > Subscription Filters

How do I find, export, email and/or set on hold a specific group of subscribed members? 

Under the Subscriptions header of the Members page, you can filter for a specific group of member with a subscription for the selected season:
  1. Set the filter
  2. Click Find
  3. Now you can export, email, and/or set a delivery hold for the group of members

How each filter works

To help you understand how each filter functions under the Subscriptions header, we have numerated them here.  Please note:
  • You can set multiple filters under the Subscriptions header in order to help you find the group of members in which you are interested.
  • Make sure that the relevant season is selected in the upper left corner of the dashboard before you set your filters.
In order to define the Subscription, Location, and Route filters, click on "Select" next to the filter. When the prompt appears, select the items that you would like to filter for and click Apply.  Then click the Find Members button once you have defined all desired filters.
  • You may choose more than one item in the list.
  • Use the search search box to narrow the list of options.

1. Subscriptions: Filter for members with a specific subscription

2. Location: Filter for members at a specific pickup location

3. Route: Filter for members on a specific route
For the following filters, click the arrow next to the filter to view the list of options.  You may choose more than one option for each filter.

4. Delivery Status
  • Temporary Hold: Shows members that have a temporary hold scheduled as of today.
  • Permanent Hold:  Shows members that you have put on an indefinite hold.
  • Not on Hold:  Members who do not have any hold placed on their account will be displayed.

5. Member Type

6. Sign Up Date
Enter a range of dates to see a list of members who signed up within that date range.

7. Balance
Enter the range of balances within which you would like to see in the results.  For example, you may find members with a negative balance by entering:
  • Greater than:  -10000
  • Less than:  -0.01

8. Payment Plan
Filter member by selected payment plan. For example, you could filter by all members with an installment plan.

9. Payments
This filter is broken out into 3 sections. You may consider them as 3 separate filters.  If you employ the filter for one section, the options for the other sections will be considered selected by default.
  • Section A: This helps you filter by members that have stored the payment information on file with you via an automatic payment token.
    - Manual: Filter for members that do NOT have a payment token
    - Automatic: Filter for members that have an automatic payment token
  • Section B:
    - Overdue/Rejected:  Shows members that have a payment issue either because a pending payment is overdue or an electronic payment has been rejected
    - No Issues:  Shows members that do not have an overdue/rejected payment
  • Section C: If a member has scheduled an electronic check payment, it will take 5 to 10 business days to process.  
    - Processing: Filter for members with a processing electronic check payment
    - Not Processing: Filter for members that do NOT have a processing payment

10. Flags
Members will be displayed if they have the colored flag that you select.  Flags can be added under the Contact Info tab of a member account in the dashboard.

11.  Has delivery on
Select the date for a future delivery date.  The results of the filters will only include members that are scheduled for delivery on the selected date and meet the criteria of other filters set.  PLEASE NOTE:  If you allow anyone to order from your web store via Guest Store Access, the results of this filter will include members who use Guest Store Access even if they do not have a store order scheduled for delivery on that date.

How to group actions work: Exporting, Emailing, Holds

(1) How to export the list of members

Once you have set the relevant filters under the Subscriptions header, you can click Find and then click Export in the upper right corner to download the list of results into a CSV file.  This report is particularly useful for tracking coupon usage and member sign-up comments.  Columns included in an export:
LAST MODIFIED 
DATE SIGN-UP 
LAST NAME 
FIRST NAME 
EMAIL 
SUBSCRIPTION 
SEASON
PICKUP SITE 
PRIMARY PHONE 
SECONDARY PHONE 
BALANCE  
PAYMENT ISSUES 
STATUS 
SIGN-UP COMMENTS 
PARTNER EMAIL 
PARTNER FIRST NAME 
PARTNER LAST NAME 
PARTNER PHONE  
ROUTE NAME 
PAYMENT PLAN 
FUTURE PENDING PAYMENTS 
FUTURE DELIVERIES 
COUPON ID 
FARMIGO CREDITS

(2) How to email the list of members

Once you have generated your filter results, click the Email Members button to email the group.  You may email them an impromptu message or a template.

If you would like to send a physical piece of mail to members, you can use the Member Contact Info Report to get a member's address.

(3) How to put a group of subscribers on hold

If you filter a list of subscriptions, click Set on Hold to put that group of members on a temporary or permanent hold:

1. Temporary Hold Period
  • Enter a date range to put the selected member accounts on hold.
  • Members on hold will not appear in your delivery reports.
  • The hold period will automatically merge with any existing hold periods scheduled on an individual member's account
  • If you need to remove the hold before the defined end date, you will need to remove the hold from each member's account individually.  Holds may be removed under Details > Delivery & Payment Preferences of a member's account.

2.  Permanent Hold
  • The selected accounts will be placed on an indefinite hold and will not appear in your delivery reports.
  • If you need to remove the hold, you will need to remove the hold from each member's account individually.  Holds may be removed under Details > Delivery & Payment Preferences of a member's account.