{"id":35638,"date":"2026-02-18T06:00:00","date_gmt":"2026-02-18T05:00:00","guid":{"rendered":"https:\/\/churchtools.academy\/help\/non-knowledgebase\/uncategorized\/how-do-i-set-the-personal-filter\/"},"modified":"2026-03-16T08:55:55","modified_gmt":"2026-03-16T07:55:55","password":"","slug":"how-to-set-the-personal-filter","status":"publish","type":"docs","link":"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/automatic-membership\/how-to-set-the-personal-filter\/","title":{"rendered":"How do I set the personal filter?"},"content":{"rendered":"\n<p>Use the person filter to find the people in your congregation whose membership you want to automate.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe title=\"Personenfilter der automatischen Mitgliedschaften verstehen\" width=\"800\" height=\"450\" src=\"https:\/\/www.youtube.com\/embed\/gTLLoVnBIIc?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p>In the <em>Groups module<\/em> (1), call up your <em>group<\/em> (2) and open the <em>settings<\/em> (3) in the menu on the left-hand side. Here you will find the menu item <em>Automatic membership<\/em> (4).<\/p>\n\n\n\n<p>In the upper half of the &#8220;Automatic membership&#8221; page you will find the <em>person filter<\/em>, which you can use to filter out the people in your congregation whose membership you want to automate for your group.<\/p>\n\n\n\n<p>Use the <em>plus symbol<\/em> (1) below the heading <em>People filter<\/em> to set your filter. Use the <em>Reset<\/em> button (2) to reset the filter and under   <em>&#8230; Show people<\/em>  (3) you will see a list of all the people you have filtered so far. Here you can check at any time whether your filter settings match. <\/p>\n\n\n\n<p>By default, archived persons and groups are excluded from filtering. If you want to include them in the filter set, remove the corresponding filter using the three-dot menu at the end of the line: <br>&#8211; <em>Archived is \u2018No\u2019<\/em> or <br>&#8211; <em>Group: Group status is one of \u2018Active\u2019, \u2018Draft\u2019, \u201cClosed\u201d, \u2018Archived\u2019<\/em> <\/p>\n\n\n\n<p>Using the same menu, you also have the option to rename, nest, negate or ignore each filter.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/02\/Groups_Automatic-membership_Filkter-for-people.png\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1298\" height=\"876\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/02\/Groups_Automatic-membership_Filkter-for-people.png\" alt=\"Groups - Automatic membership - Filter for people\" class=\"wp-image-49126\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/02\/Groups_Automatic-membership_Filkter-for-people.png 1298w, https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/02\/Groups_Automatic-membership_Filkter-for-people-300x202.png 300w, https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/02\/Groups_Automatic-membership_Filkter-for-people-1024x691.png 1024w, https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/02\/Groups_Automatic-membership_Filkter-for-people-768x518.png 768w, https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/02\/Groups_Automatic-membership_Filkter-for-people-360x243.png 360w\" sizes=\"(max-width: 1298px) 100vw, 1298px\" \/><\/a><\/figure>\n\n\n\n<p>Use the <em>plus<\/em> sign to filter the people in your congregation either by their direct characteristics as a <em>person<\/em> (1), such as name or zip code, or by their <em>membership of a Group<\/em> (2).<\/p>\n\n\n\n<p>If you combine several filter criteria, you can define filter groups to refine your selection of people even further. Both <em>AND and OR connections<\/em> (3) are available here. <\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><a href=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/Filter-CleanShot-2025-05-26-at-12.33.12@2x.png\"><img decoding=\"async\" width=\"602\" height=\"492\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/Filter-CleanShot-2025-05-26-at-12.33.12@2x.png\" alt=\"Groups - Settings - Automatic membership - Filter options\" class=\"wp-image-35871\" style=\"width:258px;height:auto\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/Filter-CleanShot-2025-05-26-at-12.33.12@2x.png 602w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/Filter-CleanShot-2025-05-26-at-12.33.12@2x-300x245.png 300w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/Filter-CleanShot-2025-05-26-at-12.33.12@2x-360x294.png 360w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/a><\/figure>\n\n\n\n<p>If you collapse all filter groups using the arrow at the end of the line and go through your filter from top to bottom, you will see an overview of the properties and group memberships you have set. Finally, check the result under   <em>&#8230; Show people<\/em>  and change your filter until you have found the group of people you would like to have.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/CleanShot-2025-05-26-at-12.42.44@2x.png\"><img decoding=\"async\" width=\"1934\" height=\"840\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/CleanShot-2025-05-26-at-12.42.44@2x.png\" alt=\"Groups - Settings - Automatic membership - show People result\" class=\"wp-image-35874\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/CleanShot-2025-05-26-at-12.42.44@2x.png 1934w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/CleanShot-2025-05-26-at-12.42.44@2x-300x130.png 300w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/CleanShot-2025-05-26-at-12.42.44@2x-1024x445.png 1024w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/CleanShot-2025-05-26-at-12.42.44@2x-768x334.png 768w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/CleanShot-2025-05-26-at-12.42.44@2x-1536x667.png 1536w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/CleanShot-2025-05-26-at-12.42.44@2x-360x156.png 360w\" sizes=\"(max-width: 1934px) 100vw, 1934px\" \/><\/a><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Option 1: Filter by person<\/h2>\n\n\n\n<p>Under <em>Select<\/em> (1) you search directly for people (2) and mark them for selection (3).<\/p>\n\n\n\n<aside class=\"wp-block-group ct-box ct-box-blue has-background is-vertical is-layout-flex wp-container-core-group-is-layout-002f1c27 wp-block-group-is-layout-flex\" style=\"border-radius:8px;border-left-color:#3e70ce;border-left-width:0.5rem;background-color:#f3f5f7;margin-top:var(--wp--preset--spacing--60);margin-bottom:var(--wp--preset--spacing--60)\">\n<p style=\"margin-top:0.5rem;margin-right:0.5rem;margin-bottom:0rem;margin-left:0.5rem\"><strong>Note<\/strong><\/p>\n\n\n\n<p style=\"margin-top:0rem;margin-right:0.5rem;margin-bottom:0.5rem;margin-left:0.5rem\">Selecting makes sense if you want to filter a group of people that does not change or changes very little. In many cases, it makes more sense to filter people according to defined parameters, as the group of people will then be automatically adjusted in the future.<\/p>\n<\/aside>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><a href=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/Filter-by-person-CleanShot-2025-05-27-at-09.40.29@2x.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1158\" height=\"1144\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/Filter-by-person-CleanShot-2025-05-27-at-09.40.29@2x.png\" alt=\"Groups - Settings - Automatic membership - Filter by person\" class=\"wp-image-35918\" style=\"width:505px;height:auto\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/Filter-by-person-CleanShot-2025-05-27-at-09.40.29@2x.png 1158w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/Filter-by-person-CleanShot-2025-05-27-at-09.40.29@2x-300x296.png 300w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/Filter-by-person-CleanShot-2025-05-27-at-09.40.29@2x-1024x1012.png 1024w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/Filter-by-person-CleanShot-2025-05-27-at-09.40.29@2x-768x759.png 768w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/Filter-by-person-CleanShot-2025-05-27-at-09.40.29@2x-360x356.png 360w\" sizes=\"(max-width: 1158px) 100vw, 1158px\" \/><\/a><\/figure>\n\n\n\n<p>Under <em>Filters<\/em> (1), you filter the people according to certain <em>properties<\/em> (2), such as the person&#8217;s status. You decide whether only one of the selection options should be filtered or several at once (3). If you use a date, both relative and formula-based filters are available. <em>Select<\/em> the properties you want by <em>marking them<\/em> (4).<\/p>\n\n\n\n<p>Whether <em>selecting<\/em> or <em>filtering<\/em>: It makes sense to <em>describe<\/em> your filter (5) before you <em>save<\/em> it (6). This creates an overview and clarity. <\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><a href=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/Filter-by-status-CleanShot-2025-05-27-at-09.37.27@2x-1.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1156\" height=\"1070\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/Filter-by-status-CleanShot-2025-05-27-at-09.37.27@2x-1.png\" alt=\"Groups - Settings - Automatic membership - Filter by Person\" class=\"wp-image-35923\" style=\"width:505px;height:auto\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/Filter-by-status-CleanShot-2025-05-27-at-09.37.27@2x-1.png 1156w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/Filter-by-status-CleanShot-2025-05-27-at-09.37.27@2x-1-300x278.png 300w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/Filter-by-status-CleanShot-2025-05-27-at-09.37.27@2x-1-1024x948.png 1024w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/Filter-by-status-CleanShot-2025-05-27-at-09.37.27@2x-1-768x711.png 768w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/Filter-by-status-CleanShot-2025-05-27-at-09.37.27@2x-1-360x333.png 360w\" sizes=\"(max-width: 1156px) 100vw, 1156px\" \/><\/a><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Option 2: Filter by membership in a Group<\/h2>\n\n\n\n<p>To filter people according to their membership of a group, first select <em>Groups<\/em> (1) from which you want to filter people and then the <em>filters<\/em> (2) that the group members of the previously selected Groups must fulfill.<\/p>\n\n\n\n<p>Here, too, you can of course combine <em>AND<\/em> and <em>OR connections<\/em> to create filter groups. Under <em>Show filter result<\/em> (3), you can see all Groups or persons found with your filter at any time. <\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/Membership-in-a-group-CleanShot-2025-05-27-at-09.53.33@2x.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1622\" height=\"544\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/Membership-in-a-group-CleanShot-2025-05-27-at-09.53.33@2x.png\" alt=\"Groups - Settings - Automatic membership - Filter by membership in a group\" class=\"wp-image-35926\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/Membership-in-a-group-CleanShot-2025-05-27-at-09.53.33@2x.png 1622w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/Membership-in-a-group-CleanShot-2025-05-27-at-09.53.33@2x-300x101.png 300w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/Membership-in-a-group-CleanShot-2025-05-27-at-09.53.33@2x-1024x343.png 1024w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/Membership-in-a-group-CleanShot-2025-05-27-at-09.53.33@2x-768x258.png 768w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/Membership-in-a-group-CleanShot-2025-05-27-at-09.53.33@2x-1536x515.png 1536w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/Membership-in-a-group-CleanShot-2025-05-27-at-09.53.33@2x-360x121.png 360w\" sizes=\"(max-width: 1622px) 100vw, 1622px\" \/><\/a><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Step 1: Filter Groups <\/h3>\n\n\n\n<p>Use the <em>plus symbol<\/em> under <em>Define Groups<\/em>, <em>&#8230;<\/em> to open the dialog box for filtering Groups. Here you can filter by both <em>groups<\/em> and <em>subgroups<\/em>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><a href=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/Filter-plus-CleanShot-2025-05-27-at-09.56.19@2x.png\"><img loading=\"lazy\" decoding=\"async\" width=\"857\" height=\"530\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/Filter-plus-CleanShot-2025-05-27-at-09.56.19@2x.png\" alt=\"Groups - Settings - Automatic membership - Filter Groups\" class=\"wp-image-35929\" style=\"width:400px;height:auto\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/Filter-plus-CleanShot-2025-05-27-at-09.56.19@2x.png 857w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/Filter-plus-CleanShot-2025-05-27-at-09.56.19@2x-300x186.png 300w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/Filter-plus-CleanShot-2025-05-27-at-09.56.19@2x-768x475.png 768w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/Filter-plus-CleanShot-2025-05-27-at-09.56.19@2x-360x223.png 360w\" sizes=\"(max-width: 857px) 100vw, 857px\" \/><\/a><\/figure>\n\n\n\n<p>When <em>filtering by group<\/em>, search for the group directly under <em>Select<\/em> (1) and select it again by <em>marking it<\/em>.<\/p>\n\n\n\n<p>Under <em>Filter<\/em> (2), you can filter Groups according to group information (such as graduation date or age group) and then select. Here too, you decide whether only one of the selection options should be filtered or several at once. If you use a date, both relative and formula-based filters are available.<\/p>\n\n\n\n<p>For more clarity, it makes sense to <em>describe<\/em> your filter in more detail (3).<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><a href=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/Filter-by-groups-CleanShot-2025-05-27-at-10.02.17@2x.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1156\" height=\"1146\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/Filter-by-groups-CleanShot-2025-05-27-at-10.02.17@2x.png\" alt=\"Groups - Settings - Automatic membership - Filkter by Group\" class=\"wp-image-35932\" style=\"width:480px;height:auto\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/Filter-by-groups-CleanShot-2025-05-27-at-10.02.17@2x.png 1156w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/Filter-by-groups-CleanShot-2025-05-27-at-10.02.17@2x-300x297.png 300w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/Filter-by-groups-CleanShot-2025-05-27-at-10.02.17@2x-1024x1015.png 1024w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/Filter-by-groups-CleanShot-2025-05-27-at-10.02.17@2x-150x150.png 150w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/Filter-by-groups-CleanShot-2025-05-27-at-10.02.17@2x-768x761.png 768w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/Filter-by-groups-CleanShot-2025-05-27-at-10.02.17@2x-360x357.png 360w\" sizes=\"(max-width: 1156px) 100vw, 1156px\" \/><\/a><\/figure>\n\n\n\n<p>When filtering by subgroups, you define supergroups (1) and which levels of subgroups (2) should be taken into account.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/02\/Groups_Automatic-membership_Is-a-supbgroup-of.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1008\" height=\"382\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/02\/Groups_Automatic-membership_Is-a-supbgroup-of.png\" alt=\"Groups - Automatic membership - Is a supbgroup of\" class=\"wp-image-49132\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/02\/Groups_Automatic-membership_Is-a-supbgroup-of.png 1008w, https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/02\/Groups_Automatic-membership_Is-a-supbgroup-of-300x114.png 300w, https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/02\/Groups_Automatic-membership_Is-a-supbgroup-of-768x291.png 768w, https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/02\/Groups_Automatic-membership_Is-a-supbgroup-of-360x136.png 360w\" sizes=\"(max-width: 1008px) 100vw, 1008px\" \/><\/a><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Step 2: Filter group members<\/h3>\n\n\n\n<p>Once you have filtered out Groups, use the <em>plus symbol<\/em> at the bottom to set the filters that the group members of the previously defined Groups must fulfill.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><a href=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/Filter-plus2-CleanShot-2025-05-27-at-10.16.34@2x.png\"><img loading=\"lazy\" decoding=\"async\" width=\"869\" height=\"536\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/Filter-plus2-CleanShot-2025-05-27-at-10.16.34@2x.png\" alt=\"Groups - Settings - Automatic membership - Filter group members\" class=\"wp-image-35942\" style=\"width:439px;height:auto\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/Filter-plus2-CleanShot-2025-05-27-at-10.16.34@2x.png 869w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/Filter-plus2-CleanShot-2025-05-27-at-10.16.34@2x-300x185.png 300w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/Filter-plus2-CleanShot-2025-05-27-at-10.16.34@2x-768x474.png 768w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/Filter-plus2-CleanShot-2025-05-27-at-10.16.34@2x-360x222.png 360w\" sizes=\"(max-width: 869px) 100vw, 869px\" \/><\/a><\/figure>\n\n\n\n<p>You can also filter people according to certain properties, such as person status, and according to their group memberships (see section &#8220;Setting people filters&#8221;).<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><a href=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/Filter-people-by-CleanShot-2025-05-27-at-10.20.03@2x.png\"><img loading=\"lazy\" decoding=\"async\" width=\"548\" height=\"536\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/Filter-people-by-CleanShot-2025-05-27-at-10.20.03@2x.png\" alt=\"Groups - Settings - Automatic membership - Filter by people properties\" class=\"wp-image-35945\" style=\"width:272px;height:auto\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/Filter-people-by-CleanShot-2025-05-27-at-10.20.03@2x.png 548w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/Filter-people-by-CleanShot-2025-05-27-at-10.20.03@2x-300x293.png 300w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/Filter-people-by-CleanShot-2025-05-27-at-10.20.03@2x-360x352.png 360w\" sizes=\"(max-width: 548px) 100vw, 548px\" \/><\/a><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Option 3: Add AND or OR connections<\/h2>\n\n\n\n<p>In addition to the filters that you have previously set for people or their group memberships, you have the option of adding <em>AND<\/em> <em>or OR connections<\/em> to refine your filter even further. This works the same for both operations. <\/p>\n\n\n\n<p>Use the <em>plus symbol<\/em> to add a connection and, in the next step, select additional filters for people or their group memberships as shown in the &#8220;Setting people filters&#8221; section.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><a href=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/Add-connections-Filter-people-by-CleanShot-2025-05-27-at-10.20.03@2x.png\"><img loading=\"lazy\" decoding=\"async\" width=\"548\" height=\"536\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/Add-connections-Filter-people-by-CleanShot-2025-05-27-at-10.20.03@2x.png\" alt=\"Groups - Settings - Automatic membership - And or Or connections\" class=\"wp-image-35949\" style=\"width:339px;height:auto\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/Add-connections-Filter-people-by-CleanShot-2025-05-27-at-10.20.03@2x.png 548w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/Add-connections-Filter-people-by-CleanShot-2025-05-27-at-10.20.03@2x-300x293.png 300w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/Add-connections-Filter-people-by-CleanShot-2025-05-27-at-10.20.03@2x-360x352.png 360w\" sizes=\"(max-width: 548px) 100vw, 548px\" \/><\/a><\/figure>\n\n\n\n<p>You can <em>rename<\/em>, further <em>nest<\/em>, <em>convert<\/em>, <em>remove<\/em> or <em>delete<\/em> a shortcut using the 3-dot menu. You can also <em>negate<\/em> or <em>ignore<\/em> shortcuts (as well as all filters). <\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><a href=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/Filter-functions-CleanShot-2025-05-27-at-10.27.27@2x.png\"><img loading=\"lazy\" decoding=\"async\" width=\"516\" height=\"588\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/Filter-functions-CleanShot-2025-05-27-at-10.27.27@2x.png\" alt=\"Groups - Settings - Automatic membership - 3-dot functions\" class=\"wp-image-35952\" style=\"width:274px;height:auto\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/Filter-functions-CleanShot-2025-05-27-at-10.27.27@2x.png 516w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/Filter-functions-CleanShot-2025-05-27-at-10.27.27@2x-263x300.png 263w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/Filter-functions-CleanShot-2025-05-27-at-10.27.27@2x-360x410.png 360w\" sizes=\"(max-width: 516px) 100vw, 516px\" \/><\/a><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Option 4: Nesting filters<\/h2>\n\n\n\n<p>Whether just simple filters or And\/Or connections: You can <em>nest<\/em> them to narrow down properties even further or add to them.<\/p>\n\n\n\n<p>For example, if you want to filter people from a specific district that contains several zip codes, you can filter people by several zip codes using an OR nest.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><a href=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/Or-connection-CleanShot-2025-05-27-at-10.34.38@2x.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1610\" height=\"766\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/Or-connection-CleanShot-2025-05-27-at-10.34.38@2x.png\" alt=\"Groups - Settings - Automatic membership - Nesting filters 1\" class=\"wp-image-35955\" style=\"width:585px;height:auto\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/Or-connection-CleanShot-2025-05-27-at-10.34.38@2x.png 1610w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/Or-connection-CleanShot-2025-05-27-at-10.34.38@2x-300x143.png 300w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/Or-connection-CleanShot-2025-05-27-at-10.34.38@2x-1024x487.png 1024w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/Or-connection-CleanShot-2025-05-27-at-10.34.38@2x-768x365.png 768w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/Or-connection-CleanShot-2025-05-27-at-10.34.38@2x-1536x731.png 1536w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/Or-connection-CleanShot-2025-05-27-at-10.34.38@2x-360x171.png 360w\" sizes=\"(max-width: 1610px) 100vw, 1610px\" \/><\/a><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><a href=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/Or-connection-Postalcode-CleanShot-2025-05-27-at-10.37.23@2x.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1628\" height=\"470\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/Or-connection-Postalcode-CleanShot-2025-05-27-at-10.37.23@2x.png\" alt=\"Groups - Settings - Automatic membership - Nesting filters 2\" class=\"wp-image-35958\" style=\"width:587px;height:auto\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/Or-connection-Postalcode-CleanShot-2025-05-27-at-10.37.23@2x.png 1628w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/Or-connection-Postalcode-CleanShot-2025-05-27-at-10.37.23@2x-300x87.png 300w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/Or-connection-Postalcode-CleanShot-2025-05-27-at-10.37.23@2x-1024x296.png 1024w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/Or-connection-Postalcode-CleanShot-2025-05-27-at-10.37.23@2x-768x222.png 768w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/Or-connection-Postalcode-CleanShot-2025-05-27-at-10.37.23@2x-1536x443.png 1536w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/02\/Or-connection-Postalcode-CleanShot-2025-05-27-at-10.37.23@2x-360x104.png 360w\" sizes=\"(max-width: 1628px) 100vw, 1628px\" \/><\/a><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><br>Read more<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/automatic-membership\/understanding-automatic-membership\/\" target=\"_blank\" rel=\"noreferrer noopener\">Understanding automatic membership<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/automatic-membership\/which-actions-can-i-have-executed\/\" target=\"_blank\" rel=\"noreferrer noopener\">Which actions can I have executed?<\/a><\/li>\n<\/ul>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Use the person filter to find the people in your congregation whose membership you want to automate. In the Groups module (1), call up your group (2) and open the settings (3) in the menu on the left-hand side. Here you will find the menu item Automatic membership (4). In the upper half of the [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"doc_category":[452],"doc_tag":[],"knowledge_base":[224],"class_list":["post-35638","docs","type-docs","status-publish","hentry","doc_category-automatic-membership","knowledge_base-churchtools-modules"],"pp_statuses_selecting_workflow":false,"pp_workflow_action":"current","pp_status_selection":"publish","acf":[],"year_month":"2026-04","word_count":838,"total_views":"2182","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"Victoria Weidemann","author_nicename":"vweidemann","author_url":"https:\/\/churchtools.academy\/en\/author\/vweidemann\/"},"doc_category_info":[{"term_name":"Automatic Membership","term_url":"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/automatic-membership\/"}],"doc_tag_info":[],"knowledge_base_info":[{"term_name":"Modules","term_url":"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/","term_slug":"churchtools-modules"}],"knowledge_base_slug":["churchtools-modules"],"_links":{"self":[{"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/docs\/35638","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/comments?post=35638"}],"version-history":[{"count":65,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/docs\/35638\/revisions"}],"predecessor-version":[{"id":49950,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/docs\/35638\/revisions\/49950"}],"wp:attachment":[{"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/media?parent=35638"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/doc_category?post=35638"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/doc_tag?post=35638"},{"taxonomy":"knowledge_base","embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/knowledge_base?post=35638"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}