Timeline

Timeline

Timeline Report


This area pulls information from all of your members’ Timelines. You can narrow down information by utilizing the following features:
  • Display activity from allows you to set the date range you’d like to see information from
  • Filter by Tag allows you to pull up entries with a specific tag attached to them
  • Filter by Type allows you to filter by the following types
    • Note
    • Conversation
    • Scheduled/Reminder Email
    • Renewal Notice
    • Contact Change
    • Label/Folder Change
    • Profile Updated
    • Payment Failed
    • Billing Updated
    • Membership Payment
    • Event Payment
    • Cart Payment
    • Donation
    • Other Payment
    • Event Activity
    • Form Checkout
    • Invoice

You can also export the information to a CSV spreadsheet. The export will contain more information on the activity. For example an export of event activity will include the ticket name, event name and date.

Click on the Show Accounts button to pull up all of the accounts listed on the Timeline Dashboard. From there you can export account information or send a group email.


    MW Admin Login

      Get Support Along the Way

      Schedule a free screen share training session where we can help you get started and/or answer your questions.

      Send your questions to
      info@membershipworks.com Most questions are generally answered within one business day. Developer questions require more response time.

      Have a quick question? Anyone on your team may call our support line at (469) 804-0871. Customer service hours are Mon-Fri 10 am-6 pm US Central Time.