Configuration: Benefits (Version 2+) (Optional)

Membership: Configuration: Benefits (Optional)

1. This tutorial will cover how to configure Benefits for use with Membership Levels.
2. Benefits are items, services, and discounts that members may receive as a result of their membership, and may be one time or ongoing in nature.
3. To configure benefits for memberships start by clicking on the Main Menu (3 bars) in the upper right corner, and selecting Configuration.
4. From the Membership section, click on Benefits to see a list of all currently configured membership benefits.
5. To create a new benefit type click on the Add Benefit button in the lower right corner of the screen.
6. In the resulting screen, start by indicating the name of the benefit and a description of what the benefit will provide in the Benefit and Description fields respectively.
7. In the Far Market Value field, enter the value of the benefit, which will also reduce the tax deductible value of any membership the benefit is applied to.
8. If available, use the Image field to provide an image of the benefit for online line membership sign up.
9. With the Benefit Type field, indicate the type of benefit you are creating.
10. General benefits are for more intangible benefits such as access to facilities, recognition in a newsletter, or ad space.
11. Fixed Quantity benefits are for tangible items such as mugs, shirts or any other item that would need to be sent to the member.
12. Event Ticket allows you to provide event ticket discounts to the members that can be applied either to All Events, or selected events.
13. For all benefit types the system provides two custom fields that allow you to gain additional information about the benefit offered, such as t-shirt size or mug colour.
14. For each field you wish to use indicate the name of the option in the Field Label field.
15. For each option you wish to have available, enter the options name in the Field Option text field and click the (+) button to the right.
16. If you wish for a field to be required set the Mandatory slider to Yes.
17. When you have finished configuring the benefit type click on Save to return to the configured benefit list, or click on Save and Add New to create a new benefit.