Benefits can range from basic benefits offered to individual members to complex Tiered Dues Membership Level structures. MC Trade's Benefits Management feature helps to organize and utilize this large array of potential benefits.
When assigning benefits to a single profile, once a benefit has been assigned to a member, a benefits tab will open on the profile:
Select Manage All to enter the profile's Benefits Management tab:
This page offers options to renew benefits, add new benefits, and manage current benefits of this individual profile.
When assigning benefits to multiple profiles at once, select the Profile menu > Benefits Management to view the list of all profiles currently enrolled in benefits.
This page offers the option to search for benefits across all profiles, and to edit those benefits individually.
The creation and management of Benefits is done in four steps:
- Create Benefit Types: Begin by curating a list of Benefits to offer to members, from the lowest to the highest level. Click Here to learn more about creating Benefit Types.
- Assign Benefits to Members: Once Benefit Types have been created, they can be assigned to profiles individually or in bulk.
- Track Benefit Use: There are two ways to use benefits in MC Trade. The first is to manually mark a benefit as used, or partially used. The second way is to configure the Events module to allow Benefits to be used during Event Registration. These Benefits are automatically deducted from the Member profile.
- Renew Benefits: When creating benefits, indicate whether the benefit should be renewed annually, or if it is has a one-time use. Annual Benefits will automatically renew for any profiles without outstanding dues invoices. Benefits can be renewed individually or in bulk.