How to Track Benefit Tracking and Reports

Step-by-Step Instructions

Record Benefit Usage Individually

1. On the contact’s Overview tab, scroll to the Benefit Tracking section. This section provides an at-a-glance view of the contact’s benefit usage. By clicking the icon you can filter to specific benefits, for example those that are still remaining.

   

2. Track the usage of a benefit by clicking the record usage check mark. You can also track the usage of a benefit by looking at the Remaining column under Benefit Tracking.

   

3. By clicking the person icon, you can select other contacts from this business who can use the event benefits in addition to the primary contact. These users will be able to register and receive the free and discounted event tickets in addition to the primary contact.

   

4. On the Add Record Benefit Usage screen (click the double arrow icon):
   • Enter the Usage Date the benefit was used. This will default to the current date.
   • Enter the Usage Quantity used. This will default to one.
   • Enter a Description. IMPORTANT! This description will display in reports and, most importantly, it can display to the member. Ensure it is a description you do wish the member to see.

   • You can also click the Plus icon to see the Edit Remaining Benefit Items screen. This is an additional area to adjust individual remaining benefits and add new benefits. See Adjust Membership Benefits in the Benefit Tracking - Getting Started article for more information on this feature.

     

5. Click Done. The benefit usage is now recorded and visible on the contact’s Overview tab.

Record Benefit Usage in Bulk

If the use of a benefit item is all on the same date, for the same quantity and description, you can record the use for multiple contacts at once.

1. Go to Memberships, Benefits section, click Manage Benefit Tracking.
2. Click Assignments in the Benefits section.

3. Filter to the desired contact(s) (using the or the icon) or manually check the box in front of the contacts for which you want to record usage. The blue Action bar at the bottom of the table will appear.

   

4. Click Record Usage in the blue Action bar.
5. On the Record Benefit Usage screen, filter to the benefit you wish to record.
6. The benefit usage date will be the current date. You can enter the quantity and description. IMPORTANT! This description will display in reports and, most importantly, it can be displayed to the member. Ensure it is a description you do wish the member to see.
7. Click Done.

Benefit Tracking Reports

There are two reports to help you find the statistics needed to understand your members’ use of benefits:

• Benefit History Report: The Benefit Item History report provides a detailed way to look at every transaction that has happened with a contact.
• Benefit Usage Report: Provides a list of those members who have used benefits (and which benefits) over a selected date range. You can filter it to a specific benefit item or category. This can be useful in analyzing which benefits your members use most.