For whatever reason if a person has disappeared off the system or you can't find them in the member list, use the search box in top right of navigation. You can search by first name, last name or email. Make sure to hit 'Enter' after typing a name to ensure all matching entries appear in the search results.
When I go to the Members List page, why do I not see who I am looking for?
In the case where you know someone was in the system and has been a member before but you don't immediately see them in the Member List page, it could be because their plan is either Completed, Cancelled, on Alert status or Paused. Another possibility is that the member may have an 'ex-member' status; ensure to apply the appropriate filter to include these members in your search results.
Sometimes, members may change their names or be linked with another profile. To locate such members, search for previous names associated with them, such as a maiden name or other identifiers.
To find these members look appropriate status in the right rail of Members List page.
For step-by-step troubleshooting: 1) Adjust filters to include expired members by setting to ‘ex-member,’ 2) Press 'Enter' after typing to generate accurate results, 3) Use alternative names for members with name changes, 4) Verify member status and active plan settings, and 5) Check filters for any inconsistencies.
Note: Recently added members might not appear if they are categorized as Non-members or lack an active plan. Verify their status and plan settings during such troubleshooting.
For a complete searchable list. Use the Download Members button at the bottom of this right column to download a CSV file of everyone in the system. You can get a similar download of all your Leads from the Lead list page.
FAQs on Member Search
Q: Why doesn’t a name show up in search although I input it correctly?
A: Ensure you hit 'Enter' after typing the name. Also, verify filters like ‘ex-member’ or active Plans.
Q: How can I find someone who changed their name?
A: Search using alternative names or older identifiers previously linked to their profile.
Q: Why don’t Non-members appear in the members tab?
A: Only those with Member status or active Plans are displayed on the members page. Use the search bar for more thorough results.
Also, if you have connected your Mailchimp or Autopilot account, your members should be over there too, which you may want to segment for more precise targeting.