Benefits can be added to any Member Profile manually, either individually or in bulk. These Member benefits can be configured and optimized using the Membership Level Management feature.
To add benefits to a single profile:
- Using the Profile search bar or the Profile Selector, find and open the profile.
- Scroll down to the Benefits Management section of the profile and select Manage Benefits.
- Select Add a Benefit.
- Select a Benefit Name. Note that each Profile can only have one active Benefit of each Benefit Type, but the quantity/value of that benefit can be increased.
- The dollar value populates automatically from the Benefit Type configuration settings. Enter a quantity for the profile to receive for their current year of membership.
- If necessary, update the Total Value for the value of the benefit for their current year of membership.
- Enter a Renewal Date for the benefit. This is normally the same as the member's Dues billing anchor month/day.
- Select the Renew Annually checkbox to renew the Benefit with their membership each year.
- Select Save.
The Benefit appears in the list of active benefits on the Member's profile. Select Edit to update any of the fields, or select Delete to remove the benefit from the profile.