Manage Membership Program Levels and Terms

Information about levels varies based on the type of membership program.

• For annual, single-term programs, a Levels tab appears. For each level, you enter a name and description. If the program is dues-based, you set a price for each level. If it is contributions-based, you set the price range for each level. If the program is both dues- and contributions-based, you can base some levels on dues and others on contributions. With dues-based programs, you can also manage add-ons from this tab. For more information, see Associate Add-ons with a Membership Program. To edit the levels of this type of a program, go to Memberships and select the membership program. On the membership program page, select the Levels tab and select Edit. When you edit levels, you can also mark which ones are active.

• For annual, multiple-term programs, a Terms and Levels tab appears. You specify the terms for the membership program, such as one year or three years. For each level, you enter a name and description. If the program is dues-based, you set a price for each level. If it is contributions-based, you set the price range for each level. If the program is both dues- and contributions-based, you can base some levels on dues and others on contributions. To edit the levels of this type of a program, go to Memberships and select the membership program. On the membership program page, select the Terms and Levels tab and select Edit. When you edit terms and levels, you can also mark which ones are active.

• For recurring and lifetime programs, a Payment Options/Levels tab appears. For each level, you enter a name, description, and price. For information about payment options, see Payment Options for Membership Programs. To edit the levels of this type of a program, go to Memberships and select the membership program. On the membership program page, select the Terms and Levels tab and select Edit. When you edit levels, you can also mark which ones are active.

Note: When you enter membership levels, you should begin with the lowest or most basic level first. As you add levels on the Add a membership program screen, you cannot reorder them. However, you can highlight a row and select Insert to insert a blank row above the one you highlighted. Once you save the program, on the Levels tab, you can select a dues-based level and select Promote or Demote to adjust the order. You cannot reorder contributions-based levels or levels in a contributions-based program.

Warning: Before marking a membership level inactive, you will need to commit all Membership Dues batches containing the level you are inactivating. If you do not commit Membership Dues batches before you mark the level inactive, you will need to select a valid level in the batch before committing.

To edit pricing information, see Manage Prices or Price Ranges.

Membership types can be used to further classify membership levels. For more information, see Membership Types.