Before You Begin
Before creating a membership, ensure you have created the memberships’ corresponding benefits. You can do this using the Product Configuration application Benefits|Search page. For more information, refer to Creating a Benefit.
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If these have not been created, you can assign a benefit at any time. If you add a benefit later, customers who already hold the membership will not earn the benefit. |
Creating a Membership
To create a membership, complete the following:
- Open the General Configuration application from the AudienceView Desktop.
- Select the Memberships tab.
The Memberships|Search page appears.
- Click 'Create New'.
The Memberships|Basic page appears.
- Enter the membership details into the applicable fields of the membership details section.
For more information, refer to General Configuration - Membership|Basic Page.
- Enter the membership version details into the applicable fields of the membership versions section.
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A membership can have multiple versions effective at different periods in time. The information on the Memberships|Levels page is determined by the version. The version enables you to change this information without having to create a new membership. |
- Select the Levels tab.
The Memberships|Levels page appears.
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This page enables you to add levels to the membership and specify the points and benefits for each level. Levels are not required. For more information on completing this page, refer to Creating Membership Levels. |
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Once you save the membership, you cannot modify the 'Membership Type' or the information attached to the version. For more information, refer to Creating a Membership Version. |
- Click 'Create'.
A window confirming the application created the membership appears.
- Click 'OK'.
Once you have created your membership, you will need to create a miscellaneous item with the 'Type' of
Membership, and assign the membership to the miscellaneous item via the 'Membership' field in the
version details section of the
Product Configuration application Miscellaneous Items|Details page.