Set Up Event Benefits (Optional)

Step-by-Step Instructions

1. Global Benefit Settings

You can set a global option that allows event registration benefits to apply without the member logging in. The benefits will apply if their email addresses match.

1. Go to Memberships, Benefits section, click Manage Benefit Tracking.
   
2. Click the Setup button.
3. Select the checkbox next to ‘Event Benefits applied with email address match.’ When enabled, registrants who are eligible for event benefits will automatically have benefits apply by registering using an email address that matches their benefit-eligible contact in your database. Without this selected, full login credentials are required to receive their benefits.
4. Click the Save button.

   

2. Create Benefit Discounts

Benefit Discounts let you configure the actual discounts that can be used when creating your Benefit Items. You can create as many Benefit Discounts as necessary. Perhaps, for an event, you have a benefit package that offers a 25% discount and another that offers a 50% discount, and so on. You can pro-actively create these discounts, or you will be able to create discounts “on the fly” when the need arises.

1. Go to Finance, Billing section, click Settings and select Discounts. A list of all discounts you have currently set up will be displayed.

2. Click the Add button.

   

3. Enter a Name for the discount. Both the name of the discount and the description will be displayed on the invoice.
4. Enter a Description for the discount. Both the name of the discount and the description will be displayed on the invoice.
5. Select the previously created Benefit Discount Type from the list.
6. Select Discount Percent as the discounting methodology.

7. Can Be Used With Other Discounts: Enable this option if this discount can be used along with other discounts.

   

8. Click Done.

3. Set Up Benefit Discount Types

Discount types are used as a way of categorizing, filtering, and reporting on discounts that you may offer towards memberships, events, etc. The type will also drive where discount types can be used in the software. In order for you to set up discounts for your benefits, you will first create a discount type “of type” Benefit Tracking.

1. Go to Finance, Billing section, click Settings and select Discount Types.

2. On the Discount Types screen, click the Add button.

   

3. Enter a Name for the discount type.
4. Enter a Description for the discount type.
5. Select the Discount Account that should be used for this discount type. A discount will result in a debit to this account.
6. Select the Deferred Discount Account that should be used for this discount type, if this discount is used for a deferred revenue item.
7. Select Benefit tracking from the Discount Type list. This selection will ensure the discount type is available to you when you set up your benefit items.
8. Select the Fee Item that this discount will be used for.
9. Click Done.

4. Ensure Benefit Item Is Set Up Correctly

1. The benefit item needs to be set as an Event Registration type.
2. You will also select a Discount on the benefit item, which is what specifies the discount amount.
3. Lastly, you will select which contacts will use the benefit.
   • You may skip this step if you have already created the event benefit item.

5. (Optional) Tie Benefits to Event Registrations

You can tie a benefit item to an event registration. With this setup, the contact would automatically receive the benefit when registering for an event. See Assign Benefits to Event Registration types for further information.