Once Benefits are assigned to profiles, either through the Membership Level Management process or manually, those Benefits can be tracked through a process called Flagging. Benefits can be flagged on individual profiles or in bulk.
To flag benefits, follow these steps:
- Select the Profile menu > Benefit Management.
- Use the filters to find the profiles to be flagged.
- Select the boxes beside the relevant profiles, or select the top checkbox to select all.
- Select the Actions dropdown menu, and select "Flag benefit as used". Select the arrow to execute.
- Select a benefit name from the dropdown (note, if a profile was selected that does not have the benefit being flagged, that profile will simply not be included in the update).
- Enter how many benefits of this type will be flagged as used (usually 1).
- If necessary, enter the total monetary amount that has been used.
- Enter your email address to be notified when the update is complete (for mass updates only).
- Select Save.
A confirmation email will be sent summarizing the profiles that have been successfully updated, and which profiles could not be updated as the Benefit was not available.