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How to Create a New Benefit Level: https://help.pm.leapevent.tech/a/978674
If you're using Memberships in PatronManager, you'll need to create Benefit Levels. When your patrons purchase a membership, they're purchasing access to the perks defined in a Benefit Level.
Each Benefit Level can come with its own set of perks. Maybe your Gold level gets 10% off of all tickets, maybe the Conductor's Circle gets to buy tickets a month before everyone else.
You'll define those actual perks at the end of this article. For now, let's focus on just creating the Benefit Level; this should take about five minutes per Benefit Level.
1. Click on the app launcher
2. Search for membership in the quick find box and click on "Membership Setup"
3. Click "Benefit Level"
4. Click "New"
5. Create your Benefit Level, then click "Save"
- Benefit Level: The name of your Benefit Level
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Membership Type: Designates whether this Benefit Level should be applied to a single Contact or to every Contact within an Account
- Select Individual if this Benefit should only apply to the Contact who purchased it
- Select Household if this Benefit should apply to all Contacts within the buyer's Account
- Max Guest Count (optional): If you use Member Admissions, use this field to remind your staff how many guests members with this Benefit Level are allowed to bring. This is informational, not enforced.
-
Rank: Designates the order of importance for this Benefit Level compared to others in your organization
- When assigning a Rank to your Benefit Levels, use a unique Rank number for each Benefit Level, and don't leave any blank
- Give your best or most important level the lowest number, and increase the numbers for lower-value levels
- You may wish to leave space between your Rank numbers so you can easily add more Benefit Levels later (e.g. assign ranks of 10, 20, 30 instead of 1, 2, 3)
- Save your Benefit Level
The Rank field was added to PatronManager in April 2022. If you don't see the Rank field on your Benefit Levels, you'll need to do a quick configuration step first. Click the link below for instructions!
No problem! We're going to take a quick detour for two things: adding the field to the Benefit Level page layout, and assigning a Rank to any Benefit Levels you might already have.
1. Let's start with the page layout
1.1. Head over to Setup and click "Object Manager"
1.2. Find and click on "Benefit Level"
1.3. Click "Page Layouts"
1.4. Click "BenefitLevel Layout"
1.5. Drag the "Rank" field onto the layout under the "Benefit Level" field, then click "Save"
2. All set! Now let's add a Rank to all our existing Benefit Levels
If you haven't created any Benefit Levels yet, you can skip this step and go back to creating new ones!
2.1. Head to the Benefit Levels tab
2.2. Change the list view dropdown from "Recently Viewed" to "All"
2.3. Click the settings gear, then click "Select fields to display"
2.4. Select "Rank" and click the arrow to move it over to the right
2.5. Save
2.6. Double-click under the "Rank" column, on the row for your first Benefit Level
This allows you to quickly add or edit Rank values for all your Benefit Levels.
2.7. Enter an appropriate value, then double-click the next row to edit the next
Here's a quick reminder for how to assign Rank values:
- Use a unique Rank number for each Benefit Level, and don't leave any blank
- Give your best or most important level the lowest number, and increase the numbers for lower-value levels
- You may wish to leave space between your Rank numbers so you can easily add more Benefit Levels later (e.g. assign ranks of 10, 20, 30 instead of 1, 2, 3)
The "PASSCODE" Benefit Level is used by the system. Never delete it or change its name; instead you can assign it a Rank of "999" to keep it out of your way.
2.8. When you've added all your Rank values, Save!
2.9. You're all set!
You can now click the column header to sort by the new "Rank" column, add new Benefit Levels, or move on to your next task.
6. Your Benefit Level has been created!
7. What's next?
Did you come from our Setting up Your Membership Program: Home article? Click here to go back there and continue working! We'll cover the steps below in detail in that article.
Your Benefit Level has been created; now you need to let patrons buy it and, more importantly, define what it should actually do! You should:
- Let patrons purchase a Membership at this Benefit Level (on your Public Ticketing Site or by contacting your Box Office): click here
- Add ticket discounts to this Benefit Level: click here
- Add early access to certain performances to this Benefit Level: click here