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Audience Building: Membership Sold By Date - Not an option in ST

DebsPCG
New Contributor

I was creating an audience for a newsletter campaign that welcomes new members to their membership.  There's not an option to build audiences based off the membership sold by date.  I'm aware we have the membership start & end dates, but it would be nice if ServiceTitan could add this option to audience building.     

DebsPCG_0-1706044959206.png

 

2 REPLIES 2

Zachkays
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

You should be able to do this with invoice audience filters. When create the Audience use the membership sale task on the invoice as the qualifier. I hope that helps 

Intelligent Design Air Conditioning, Plumbing, Solar, & Electric
Tucson, AZ

MadisonMoritz
New Contributor II

@DebsPCG typically the sold on date is the date ST uses to start the membership. Would this give you the audience you're looking for?