How to pull a list of current/active members

Step 1: Create a New List

1. Log into your Zeffy dashboard on a computer
2. Click on "Newsletter" > "Lists" in the left-hand side menu
3. Click on "+New List" 

Step 2: Filter your Contacts

1. Look for the filter button at the top of the page
2. Click on the "Membership" filter and "Is"
3. Select the types of memberships you would like to create a list from.
   • These include One Time, Monthly, Yearly Memberships
   • You can also select all 3 as shown below: 
   
   

    

Step 3: Create your List

1. Click on "Save filters as List"
2. Choose between:
   1. Automatic List: Updates automatically as membership statuses change
   2. Manual List: Static snapshot of current active members (This is the one you will want to create to export your list of members) 
3. Name your list, for example "All Members August 2025"
4. Click "Create List"
5. Congrats! You've now created a list with all of the active members of your organization. 

Step 4: Export Your Filtered List

Export Manual List:

1. Once you've created your list, you can export it to see all the information about your donors
2. Go to "Contacts" 
3. Filter for "Manual List"
4. Choose the list you just created
5. Click the purple check box to highlight all of the members
6. Click on "Export"
7. The exported file will include all relevant contact information for your active members

What's Included in the Export

Your exported list will contain:

• Name and contact information
• Email addresses
• Membership details
• Transaction history
• Any custom tags or notes