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 multiple profiles at once:
- Go to Profiles > Benefit Management.
- Select the relevant profiles from the list below, or use the advanced search tab to filter the relevant profiles.
- In the search results, check the boxes to select the profiles that will be assigned the benefits, or click the Select All checkbox at the top of the grid to select all resulting profiles.
- From the Actions drop-down, select "Add A Benefit" and select the arrow to execute.
- In the window that appears, select the Benefit name from the drop-down.
- Enter a Quantity that each selected profile will receive. The Total Value field will automatically update, or the value for the benefit for a full year of membership can be entered manually.
- Determine when the benefit expires:
- If the benefit should expire on the same month/day as the member's Dues billing record in the following year, choose Use dues billing anchor month/day.
- If the benefit should expire on the same date for all selected members, choose Use Specific Date and enter it in the available field.
- If the benefit should renew annually with their membership, check Renew Annually.
- Select Save