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.
 | Information
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:
- Open the General Configuration application from the AudienceView Desktop.
- Select the Memberships tab.
The Memberships|Search page appears.
- 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.
- Select the version that you want to copy.
The application highlights the version for editing.
- Click 'Copy Version'.
A new version record is added to the end of the list with editing shown in the 'del?' column.
- 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.
- Complete the applicable fields.
For more information, refer to General Configuration Membership-Basic Page.
- 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.
- Click 'OK'.