Using custom member filters

Apart from performing searches, custom member filters also allow you to authorize access to pages, specify notification recipients, and implement other actions.

Creating a filter

1. Go to the custom member filter screen

Filter conditions can be specified on the custom member filter screen. In the sidebar menu, select [Member] -> [Custom member filter] in the sidebar menu.

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On the filter list screen, click [Add] in the upper right corner.

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2. Set up your filter

Set up your filter as desired. For more information on the input fields, see User guide: Custom member filter.

Example filter:

  • Name: New/selected regional members
  • Access restriction: Everyone
  • Logical operator: AND
  • Use permission settings: Enable
  • Memo: (leave blank)

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3. Input your filter conditions

You can input your filter conditions under the "Member", "Form", "E-commerce", and/or "Custom function" tabs.

Below is an example filter for members who have registered within the last 30 days and who are living either in Tokyo or abroad.

a. Members who have registered within the last 30 days

Under the "Member" tab, select [Insert date] -> [Relative] -> [>=] and enter today -30 day in the textbox.

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b. Add grouped condition

Click ▼ next to the [Add] button and select [Add grouped condition].

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c. Members who are located in Tokyo or abroad

Under "Grouped conditions", select [Prefecture] -> [in] -> [Tokyo].

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Then, click [Add] and select [Prefecture] -> [in] -> [Abroad].

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d. Select the logical operator

Set the outermost operator (red box) to AND, and the operator within the grouped condition (purple box) to OR.

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4. View your filter results

Click [View results] to verify the results.

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If there are no errors, click [Update] at the bottom of the screen to save your custom filter.

Specifying relative times

While the above example uses a relative specification of today -30 day, you can also configure different times using the PHP date and time format.

Example

Target dateInput
Yesterday at 12:00yesterday noon, yesterday 12:00
End of next monthlast day of next month
Absolute date2021-03-24
First Saturday of January, 2021first sat of January 2021
Relative datee.g., +5 weeks, +12 day, -6 month

Functions that use custom member filters

Custom member filters can be used in the following functions.

Access authorization

To select a filter for authorization, "Use permission settings" needs to be enabled in the filter editor.

Content

"Access restriction" under "Other settings" in the content editor.

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Form

"API request restriction" in the "Basic settings" tab of the form editor. The dropdown box is displayed when you select "Restricted".

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User selection

Notification recipients

Specify filters as default recipient groups in the notification editor.

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Members

Use custom filters to search the member list.

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Select member data for download.

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If you have any other questions, please use our contact form or Slack workspace.