Configuring Membership Level Benefits

You can apply a benefit program to a member, which can affect their tier (level). You can configure benefit codes associated with membership levels and assign them to members with a primary membership type. Once a benefit code is assigned to the member, they will automatically be upgraded to the level associated with the benefits code (unless the member already has a higher level assigned). Benefit codes can only be assigned to members with a primary membership type. The highest-level benefit will be applied if multiple benefit codes are assigned to one member. Tier-level benefits will only apply if the benefit level is higher than the one already on the membership. For example, The member is enrolled in the ABC membership program with Platinum level. The ABC membership is marked as the primary membership type. A new benefit code is assigned to the member and has a Gold level associated with it. Once the benefits code is assigned, the member will automatically be upgraded to a Gold level.

Adding Membership Level Benefits

From the Administration menu, select Client Relations, then Membership Management, then Membership Types.
Enter search criteria and click Search.
Select the membership type and click the vertical ellipse Actions menu and select Edit.
Click the Level Benefits link.
Click New and complete the following:
1. Code: Enter a benefit code
2. Description: Enter a description for the benefit code.
3. From Date: Enter or select the begin date.
4. To Date: Enter or select the end date.
5. Minimum Membership Level: Select a membership level from the list. This will be the minimum membership level associated with the benefit. If the member is on a higher level when the benefit is assigned, no level upgrade will occur.
Click Save

Editing Membership Level Benefits

From the Administration menu, select Client Relations, then Membership Management, then Membership Types.
Enter search criteria and click Search.
Select the membership type and click the vertical ellipse Actions menu and select Edit.
Click the Level Benefits link.
Enter search criteria and click Search.
Select the benefit in the search result, then click vertical ellipsis Actions menu and select Edit.
1. Update details.
2. Inactive: Select check box to make the benefit code inactive.
Click Save.

Deleting Membership Level Benefits

From the Administration menu, select Client Relations, then Membership Management, then Membership Types.
Enter search criteria and click Search.
Select the membership type and click the vertical ellipse Actions menu and select Edit.
Click the Level Benefits link.
Enter search criteria and click Search.
Select the benefit in the search result, then click vertical ellipsis Actions menu and select Delete.
Click Delete to confirm.