Membership Level Management tracks different levels and tiers within memberships and automatically updates certain data based on the member's level. This module is built to help manage tiered dues structures, standard membership types/categories, and even basic membership with configuration options that save time and manual data entry.
Create Membership Levels
Levels are created under Admin > Membership Level Management. Add one or more levels by clicking Add a Level, name the level and then configure four different sections of profile data:
- Profile Info: Determine whether to set a standard Profile Status for all members in this level.
- Billing: Add one or more billing records that will be created for all members in this level. Select a specific revenue item, set an amount (or leave the amount blank), or choose an existing Automatic Revenue Calculation formula
- Affiliation Codes: Select Affiliation codes that will be added to any members in this level. Note that these will also be removed if the member is removed from a level
- Listings: Choose whether to override Listing Level Type and Detail Listing Level Type, as well as Position of Listing, for members in this level
If any edits or changes are made to these settings after the level is initially created, the system will ask to update the data in all the profiles that are already assigned to this level. There is also the option to save the changes without propagating to members in that level.
Click here to learn more about setting up Membership Levels.
When Profiles are added to an Organization from Member Portal (i.e. new Employee), the standard Affiliation Codes from the Membership Level will not be applied to the new Employee, and must be applied manually.
Auto-Assign Formula
If Membership Levels are assigned based on specific profile data, such as number of employees, number of customers, annual revenue, or status, a SQL formula can be used to automatically assign levels to members. The formula will tell the system in which level to place a profile based on that data. Run the Auto-Assign process at any time to update all profiles that meet the criteria of the formula.
Click here to learn more about the auto-assign formula.
If levels are selected by the member, or are not based on any set/static data, do not use the Auto-Assign Formula, and instead assign profiles manually or in mass (see below).
Assign Profiles to Membership Levels
Once the membership levels have been created, add a non-member's membership or change the level of a member from their profile.
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This feature is included or available for purchase with the following MC Trade packages.