AudienceView Connect

Creating a Membership Level

The Memberships|Levels page enables you to add levels to the membership and specify the points and benefits for each level. Customers advance through Incremental membership levels based on their accumulated points. Customers earn Static membership levels based on the points assigned to the donation or item purchased.

To create membership levels, complete the following:

  1. Open the General Configuration application from the AudienceView Desktop.
  2. Select the Memberships tab.
    The Memberships|Search page appears.
  3. Search for and select the membership that you want to add a level to. For more information, refer to the General Configuration Membership-Search Page and Performing Searches.
    The Memberships|Basic page appears.
  4. If you want to modify the version that is currently in effect, create a new version.
    For more information, refer to Creating a Membership Version.
  5. Select the Levels tab
    The Memberships|Levels page appears.
  6. Click 'Add Level'.
  7. Complete the appropriate fields.
    For more information, refer to General Configuration Membership-Levels Page.
  8. For each level that you want to add, repeat the process from Step 6.
  9. Click 'Apply'.
    A window confirms that the application updated the membership.
  10. Click 'OK'.