Membership Source View

This is the top node in a membership query that provides information from a membership record, such as the status, current expiration date, level name, program name, member since date, etc.

Commonly Used Fields

• Expiration Date

• Is gift?

• Last Renewed

• Member since

• Membership ID

• Membership level

• Membership program

• Status

Pulls information about add-ons that were purchased on a membership.

Commonly Used Fields

• Add-ons\Add-on

• Add-ons\Expiration date

• Add-ons\Quantity

Pulls information about members on a membership. You can also expand this node to pull information about the constituents and their member cards.

Commonly Used Fields

• Members\Is primary

• Members\Constituent\Lookup ID

• Members\Constituent\Name

• Members\Constituent\First Name

• Members\Constituent/Last/Organization/Group/Household Name (Last Name)

• Members\Membership Card\Expiration dat

• Members\Membership Card\Status

Pulls information about the membership level. Use this node if you’re looking for details about the membership level itself.

Commonly Used Fields

• Membership Level\Reporting group

Pulls details about the term selected on the membership, if applicable.

Commonly Used Fields

• Membership Level Term\Term Length

• Membership Level Term\Amount

Pulls details about the characteristics of a membership program. Use this area only when you need to pull details about the membership program.

Commonly Used Fields

• Households Belonging To/Household Constituent/Name

Pulls information about the transaction history on a membership. This is the best place to look for historical membership information. This area relates to the recent transactions and revenue from the Recent Membership Transactions area on the membership record.

Commonly Used Fields

• Membership Transaction\Action

• Membership Transaction\Transaction date (date only)

• Membership Transaction\Expiration date (date only) (This is the expiration date on a membership transaction)

• Membership Transaction\Membership Level\Name (Historical membership level name)

• Membership Transaction\Membership Promotion\Name (this is the name of a promotion used for a back office transaction)

• Membership Transaction\Revenue Application\Revenue Details\Sales Order\Sales Order Item\Sales Order Item Membership\Sales Order Item Membership Item Promotion\Membership Promotion\Name (this is the name of a promotion used for a sales transaction)