To create a Membership Type

From the top of an Administrator page, click Fundraising > Donation Management.
Click the Membership Types tab at the top of the application area to open the list of Membership Types that have already been created for your site.
Click Create New Membership Type at the top of the List page.
On the Identify Membership Type page:
1. Provide an Administrative Name that is meaningful within your organization but will not be seen by constituents.
2. Provide a Public Name that will not be visible on the donation form unless you add it as a label for the level, but the name will appear in autoresponders or when the donor accesses their Service Center (for a recurring gift type). This name can be the same as the Administrative name..
3. Provide a Description. that helps administrators identify this type in the list of Membership Types.
4. Select an Administrative Security Category to control who in your organization has permission to edit and manage this Membership Type.
5. Provide an optional External Identifier for cross-reference purposes with another database. This ID will be available in reports.
6. Click Next.
For Group, to:
- Select an existing group:
  1. Click the Select button.
  2. From the pop-up, click Add constituents to an existing group.
  3. Locate the group in the list that displays and click Select from its Action column.
  4. Click Apply.
- Create a new group:
  1. Click the Select button.
  2. From the pop-up, click Add constituents to a new Group.
  3. For Group Name, enter a label that describes the purpose of this group.
  4. For Group Type, select an existing type from the drop-down list, or click the other option button and enter a label for the New Group Type.
  5. For Group Description, enter a phrase that describes the purpose of the group in the group lists viewed by administrators.
  6. For Group Security Mode, optionally select the appropriate option from the list. (For example, make this a user security group in order to let only certain staff view this notification group.)
  7. Click Apply.
Decide whether or not to remove members from the associated group when their membership expires.
Enter a number that will determine the Rank for this Membership Type to determine when a constituent has upgraded, downgraded, or maintained their membership level. This entry must be a whole number, greater than 0, with a higher number indicating a higher ranking. For example, a membership type with a rank of 5 would be an upgrade from one with a rank of 2.
Note: When members upgrade a membership, they are offered the benefits of the new membership type immediately -- even when their old membership has not yet expired. Conversely, if a member downgrades a membership or chooses one of equal rank, the current membership is allowed to run its course before the new membership goes into effect. In all cases, the member receives the full period of the combined old and new memberships.
Decide whether to offer a Membership Grace Period. During this period, membership benefits will still apply even though the membership has technically expired. If you check this option, you must also enter the number of days after expiration of a membership that a constituent will be allowed to access the features of that membership type.
Note: Any grace period you enter will also be applied to group membership; that is, a member will not be removed from a corresponding membership group until the grace period has also expired.
Click Finish.