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Create Your Benefit Items
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Prior to assigning Benefit Items to your membership types, you will need to create the benefit items. Once these are created they will be available for selection for each of your membership types.

 

Pre-requisite! You MUST have setup a Discount Type of type Benefit Tracking and a Discount that is assigned to the discount type discount type you created. See  Working with Discounts for further instructions.  

 

Discount Type: Must be set of type Benefit Tracking


Setup your Discount: MUST be set as the Discount Type previously created


screenshot

You are now ready to created your Benefit Item:

 

  1. Click Setup in the left-hand navigation panel.
  2. Click Benefits in the Memberships section. A list of the benefits you have previously setup will be displayed. 

    screenshot of membership benefit screen

  3. Click Add Benefit Item
  4. Enter a Name for the Benefit Item.
  5. Enter a Description for the Benefit Item.
  6. Select Event Registration as the Benefit Type. Currently, only event registration type benefits are supported. IMPORTANT! You MUST select the Benefit Type. If this is left blank the benefit item will not be available when setting up your event registration fees. 
  7. (Optional) Enter the Value of this benefit.
  8. Select the fee item associated to this benefit from the Fee Items (Saleable Item) list.
  9. Click Done.

 

Create all of the benefit items you will offer. The benefit item(s) will now be available for you to assign to your membership types.

 

Related Articles

Working with Discounts

Assign Benefits to Membership Types

Assign Benefits to Event Registration types

 

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