Before You Begin
Before creating a membership, ensure you have created the memberships' corresponding benefit(s). You can do this using the Product Configuration - Benefits|Search page.
|
Information If these have not been created, you can assign a benefit at any time. If you add a benefit later, customers who already hold the membership will not earn the benefit. |
Creating a Membership
To create a membership:
1.Open General Configuration from the Desktop.
2.Select the Memberships tab.
The Memberships|Search page appears.
3.Click 'Create New'.
The Memberships|Basic page appears.
4.Enter the membership details into the applicable fields of the membership details section.
5.Enter the membership version details into the applicable fields of the membership versions section.
|
Information A membership can have multiple versions effective at different periods in time. The information on the Memberships|Levels page is determined by the version. The version enables you to change this information without having to create a new membership. |
6.Select the Levels tab.
The Memberships|Levels page appears.
|
Information This page enables you to add levels to the membership and specify the points and benefits for each level. Levels are not required. |
|
Information Once you save the membership, you cannot modify the 'Membership Type' or the information attached to the version. |
7.You can now associate the membership with a bundle, event, miscellaneous item or gift so that customers will earn the membership when they purchase the applicable item. For more information, refer to:
▪The Memberships|Bundles page.
▪The Memberships|Events page.
▪The Memberships|Miscellaneous Items page.
▪The Memberships|Gifts page.
8.Click 'Create'.
A window confirming the application created the membership appears.
9.Click 'OK'.
