AudienceView Connect

Creating a Membership Version

A membership’s version information specifies the Levels (Memberships|Levels page). Versions provide you with the means to change these details for a membership, while maintaining a complete record of all previous versions. Creating a new version involves copying a previous version which can then be modified to reflect new requirements.

If you add a benefit to the new version, customers who already hold the membership will not earn the new benefit.

Versions can be set to take effect immediately or in the future. The version’s effective date/time determines when the current version will stop working and the new version and its values will take effect. You can edit values for a version whose effective date is in the future, but not one whose effective date is on or before today’s date. You must have permission to create a new version.

To create a new version, 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 create a version of. For more information, refer to the General Configuration Membership-Search Page and Performing Searches.
    The Memberships|Details page appears.
  4. Select the version that you want to copy.
    The application highlights the version for editing.
  5. Click 'Copy Version'.
    A new version record is added to the end of the list with editing shown in the 'del?' column.
  6. If the version is effective any time after today’s date, enter the date into the 'Effective Date' field. Otherwise, the date will default to today’s date and time.
  7. Complete the applicable fields.
    For more information, refer to General Configuration Membership-Basic Page.
  8. Click 'Apply'.
    If you did not specify an 'Effective Date', the application prompts you to confirm the use of the current date and time. Click 'OK'.
    A window confirms that the application updated the membership.
  9. Click 'OK'.