The Goal: Understand when and how Membership Type levels are adjusted so you can correctly upgrade, downgrade, or re-activate a membership.
Before You Begin:
- You have permission to manage Membership Types and member records.
- Your Membership Types are mapped to levels (for example, via Convert Types to Levels) so that upgrades and downgrades move the member to the correct level.
Step-by-Step Instructions
Membership Type levels may be adjusted when you upgrade, downgrade, or re-activate a membership. To review or change how your Membership Types are mapped to levels, go to Memberships, click Settings and select Convert Types to Levels. The page opens as Membership Settings.
To perform the membership change itself, follow the matching procedure:
- To move a member to a higher level, see Upgrade a Membership.
- To move a member to a lower level, see Downgrade a Membership.
- To restore a dropped membership, see Reactivate Membership.
Primary Membership Use Case
Related Articles
- Add Levels to a Membership Type
- Adjust Membership Type Level Pricing
- Membership Level Conversion Tool
- Membership Level Reporting
Common Pitfalls
- Types not mapped to levels: If a Membership Type isn’t linked to a level under Convert Types to Levels, upgrades and downgrades may not move the member to the expected level. Confirm the mapping before processing the change.