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How to Identify Active Members Using an Exported Customer File

You can use AI tools like ChatGPT or Claude to quickly analyze your exported customer file and identify active members.

Watch this 👀**step-by-step guide** 

(Video Coming Soon) 

 

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MUST HAVE ADMIN PANEL ACCESS TO PROCEED

 

🧭 Step 1: Download Your Customer / Subscriber List

Before analyzing active members, you’ll need to export your customer data.

👉 If you haven’t already downloaded your subscriber list, click here to learn how to download a customer/subscriber list from the Admin Panel.

Once downloaded, save the file to your computer.

🤖 Step 2: Upload the File to an AI Tool

Upload the exported file into ChatGPT or Claude.

📝 Step 3: Use This Prompt

Paste the following prompt into your AI tool:

“Using this data, create a list of all customers who have both a membership enrollment date and a membership expiration date that is in the future.”

📄 Step 4: Review the Results

Your AI tool will return a document showing:

  • Customers with active memberships

  • Enrollment dates

  • Future expiration dates

This list can be used for reporting, audits, or internal planning.

✅ Result

You now have a fast, reliable way to:

  • Export subscriber data

  • Identify active members

  • Avoid manual spreadsheet filtering