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Adjust Membership Type Levels

Updated
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 Level) 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, Settings section, click Convert Types to Level. To perform the membership change itself, follow the matching procedure:

  1. To move a member to a higher level, see Upgrade a Membership.
  2. To move a member to a lower level, see Downgrade a Membership.
  3. To restore a dropped membership, see Reactivate Membership.

Primary Membership Use Case

Common Pitfalls

  • Types not mapped to levels: If a Membership Type isn't linked to a level under Convert Types to Level, upgrades and downgrades may not move the member to the expected level. Confirm the mapping before processing the change.

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