The Goal: Use the Membership Level Conversion Tool to convert existing membership types (created before levels were introduced) into levels living under a single membership type.
Before You Begin:
- This tool is intended for organizations that created membership types suitable for levels prior to the introduction of Membership Levels. If you have not previously created membership types and want to create new ones with levels, see Add a New Membership Types instead.
- Create your brand-new membership type(s) first. See Add a New Membership Types for instructions.
- Add the desired levels and pricing to the new membership type(s). See Setup Membership Type Levels for details.
Step-by-Step Instructions
-
Go to Memberships, Settings section, click Convert Types to Level.
- Select the Current Membership Type that you wish to convert.
- Select the New Membership Type to which you wish to associate the current membership type.
-
Select the Existing Level to which your current membership type should be converted. In the image shown below, the Bronze Membership type will be converted to the Bronze Level underneath the Small Business Membership type.
- To add additional membership types to the conversion, click the
icon, and repeat the three selection steps above.
- Click Convert.
Post-Conversion Checklist
- Membership Application: Update your Membership Application to display the correct membership types. See View/Create Your Membership Application Form for further information.
- Membership Types Event Discounts: If you are using Membership Type discounts, you may need to adjust the specified membership types to allow your members to access those benefits. NOTE: Event Discounts cannot be assigned to a specific level, only the Membership Type. See Setup Discounts for Your Events for further information.
- Membership Type Descriptions: Once converted to a level, your previous descriptions will no longer be displayed on your membership application. You may need to evaluate your new membership type description to ensure it accurately describes your levels.
- Invoice Line-Item Description: The description shown on your members’ invoices will come from the Description on each Membership Level line item. Evaluate if your invoice descriptions need updating.
Common Pitfalls
- Converting before levels and pricing are set up: Create the new membership type and add its levels and pricing before converting. Converting into a level that does not yet exist will leave you without a valid target level to map your old type to.