{"id":35630,"date":"2026-02-18T06:00:00","date_gmt":"2026-02-18T05:00:00","guid":{"rendered":"https:\/\/churchtools.academy\/help\/non-knowledgebase\/uncategorized\/understanding-automatic-membership\/"},"modified":"2026-05-04T14:12:12","modified_gmt":"2026-05-04T13:12:12","password":"","slug":"understanding-automatic-membership","status":"publish","type":"docs","link":"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/automatic-membership\/understanding-automatic-membership\/","title":{"rendered":"Understanding automatic membership"},"content":{"rendered":"\n

With this feature, you can automatically manage the group memberships of people in your congregation, leaving you more time to take care of people instead of managing their memberships.<\/p>\n\n\n\n

It saves the church office time when managing groups and the people in your church will be pleased that they are added to groups more quickly thanks to this feature. Processes can be automated, your groups are kept up to date without manual effort and you can always react and act on a good basis. <\/p>\n\n\n

\n\t\n\t\t\n\n\t<\/presto-player>\n<\/figure>\n\n\n

How does “Automatic membership” work?<\/h2>\n\n\n\n

In the settings of a group, you set IF conditions<\/strong> in a person filter and then define which actions should THEN<\/strong> be executed for the persons found in this way.<\/p>\n\n\n\n

IF personal filters take effect…<\/h3>\n\n\n\n

To do this, you first use a person filter<\/strong> to select the people in your congregation with the person or group properties you want to have automatic actions performed in the selected group.<\/p>\n\n\n\n

\"Screenshot<\/a><\/figure>\n\n\n\n

<\/p>\n\n\n\n

All person information<\/strong> (e.g. person status or gender) and essential information on membership in other groups<\/strong> (e.g. Role or Joined since) are available for filtering. If you use a date, both relative and formula-based filters are available. <\/p>\n\n\n\n

You can combine the conditions for the filter in “and”<\/strong> or “or” connections (e.g. conjunction or disjunction)<\/strong> as appropriate for your use case.<\/p>\n\n\n\n

Below the person filter, you will always be shown a current hit list<\/strong>, which you can use to easily check whether your filter is set correctly.<\/p>\n\n\n\n