Create Membership Levels
Description: Please reference these documents for updated copy and membership rules:
Membership Business Rules (opens in a new tab)
Membership Levels/Copy (opens in a new tab)
Source: Tango (opens in a new tab)
1. From the ACME homepage, click on Membership in the left hand navigation menu
2. Click on Levels
3. Click on NEW INDIVIDUAL & FAMILY LEVEL if no levels have been created yet.
If membership levels already exist, click on "Create Level" at the top right hand corner.
4. Type in the name of the level you are creating in the top field.
5. Click on Add Benefits
Please collect Benefit information and copy from the ADV department.
6. In the popup, type in the first benefit and then hit Add Benefit.
Continue adding benefits until all have been listed out. Each benefit should be its own line item.
7. Click on Done to save the benefits.
8. Click on No for Allow gifting.
All gift memberships will be done through vouchers. For more information on this, plese see the Business Rules document.
9. Navigate to the right side of the page to enter any additional card holders.
Please reference the Membership Business Rules document to see how many additional card holders each level receives.
10. Enter in a Short Description if needed.
Please reference the Membership Levels/Copy document for this copy (linked at the top of this job aid).
11. Enter in a Description if needed
Please reference the Membership Levels/Copy document for this copy.
12. Click on Create & Continue in the upper right hand to create the new membership level.
Please note that we will not be uploading images under the Consumer Sales on Website section.
13. Now that the base level has been created, you will add Offerings to determine pricing and lifecycle rules. Click on the Offerings tab.
14. Click on NEW OFFERING
15. Enter in the name of the Offering
Please use "Annual" for the 1 Year offering and "2 Years - Save 10%!" for the 2 Year offering
16. Edit the Duration (how many years/months will the membership expire after purchase) of the membership as needed.
17. Click on Add Prices.
18. Click on Add Another to add a new price point
19. Click on Select price point
20. Select Member
21. Key in the price for this membership level and offering.
22. Click on Create
23. You can enter in copy for Subtitle and Short Description if desired. If there is no copy, click on Create & Continue
Note: At the time of implementation, we had decided we would not be entering any copy for Subtitle or Short Description.
24. Click on the CHANNEL TRANSACTION POLICIES tab.
25. In this tab, you will set the rules for which sales channels can sell/upgrade/downgrade/cancel the membership.
26. Set Sales Channel Rules
Uncheck Send Membership Cards Email for all sales channels and all lifecycle actions. Swich Include Digtal Membership Cards in Membership Cards Email to No. Also uncheck Salesforce from all lifecyle actions. Please reference the Membership Business Rules document to find all other sales channel lifecycle settings.
27. Click on Save
28. Click on the LIFECYCLE ACTIONS tab.
Here you will set when a member is allowed to buy a membership, renew, upgrade, downgrade, cancel and rejoin.
29. Set the rules
In each lifecycle action, you will add rules by clicking Add a Rule or the Plus icon (shown in the next screenshot). Please reference the Membership Business Rules Document to find lifecycle configuration rules.
30. Click on the Add Rule icon to add additional rules.
31. Select the type of lifecycle action.
In each lifecycle section, you will be able to select what kind of action you are setting the rule for. Please refer to the Membership Business Rules document (linked at the top of the page) for Lifecycle rules for each level and offering.
32. Selecting the time period
You will be able to decide if you want the action to be valid from the beginning or end of the membership and how many months before or after the expiration this action is valid.
33. When all lifecycle action rules have been configured, click on Save & Close
If the membership level will have additional offerings, click Add Offering on the Offerings tab and follow steps 15 - 32 until all offerings have been added. Please be aware that there are differences in configurations between the two offerings. Refer to the Membership Business Rules document to ensure the offering is set up correctly.
34. Click on Publish
This will publish your new membership and membership offering and make it available for purchase in the Sales Channels configured on the Channel Transaction Policies tab.
