Membership Benefits

Navigating to Plan Benefits

There are two ways to access plan benefits:

• From the Plans list: Go to Contacts > Membership Management > Plans. Find the plan you want to manage, open the three dots menu for that plan, and select Edit Plan Benefits.
• From the left sidebar: Click Plan Benefits in the Membership Management sidebar to see benefits across all plans at once — useful when you need an overview or want to compare benefits between plans.

Creating a Benefit

Once you are on the Plan Benefits page for a specific plan, click Add Benefit. Fill in the following fields:

• Title — The name of the benefit as it will appear on the member's record and, if enabled, in their portal (e.g., "Monthly Newsletter," "Member Discount Code").
• Description — Optional additional detail about the benefit (e.g., instructions for redeeming it, terms, or a link).
• Portal visibility toggle — When enabled, members can see this benefit listed under their membership in the Supporter Portal. When disabled, the benefit is visible only to admins.

Click Save Benefit to add it to the plan.

Managing and Reordering Benefits

All benefits configured for the plan are listed on the Plan Benefits page. You can:

• Reorder benefits — Drag rows using the drag handle on the left side of each row to change the display order.
• Edit a benefit — Click the Action button for that row and select Edit to update the title, description, or visibility setting.
• Delete a benefit — Click the Action button and select Delete to remove the benefit from the plan. See the FAQ section for how deletion affects existing subscriber records.

How Benefits Apply to Members

When a member subscribes to a plan, all active benefits on that plan automatically populate on their contact record. Admins can then manage fulfillment for each benefit from the member's contact record:

• Update the benefit status (e.g., Pending, In Progress, Complete)
• Set a fulfillment date to record when a benefit was delivered
• Mark the benefit as completed once it has been provided to the member
• Add internal notes about fulfillment if needed

This allows your team to track which benefits have been delivered to which members without managing spreadsheets or external tools.

Updating Benefits for Existing Subscribers (New in June 2026)

Previously, adding or editing a benefit on a plan only affected new subscribers going forward — members who were already subscribed at the time of the change would not see the update on their record.

New in June 2026: When you add or edit a benefit, you can now choose to apply the change to all current subscribers as well — not just future sign-ups. This makes it easy to roll out a new perk to your entire membership base at once (for example, adding a new discount, digital resource, or event access) without having to update each record individually.

The option to apply the change to existing subscribers appears as a toggle or confirmation step when you click Save Benefit. You can choose to:

• Apply to existing subscribers — The benefit (or the updated version of it) will be added to every active subscriber on the plan immediately.
• Apply to new subscribers only — Existing subscriber records remain unchanged; only members who sign up after saving will receive the benefit.

Frequently Asked Questions

Can I create different benefits for different plans?

Yes — benefits are configured per plan. Each plan can have its own set of benefits with different titles, descriptions, portal visibility settings, and fulfillment workflows. A benefit added to one plan does not appear on other plans unless you add it there separately.

Can a member see their benefits in the portal?

Yes, if the benefit's portal visibility setting is enabled. Members will see the benefit listed under their membership in the Supporter Portal. If visibility is disabled, the benefit is tracked in the admin interface only and is not shown to the member.

If I delete a benefit from a plan, does it disappear from existing members' records?

Deleting a benefit from the plan removes it for future subscribers — anyone who subscribes after the deletion will not receive that benefit. For existing subscribers, the benefit entry on their contact record remains unless it is manually removed from each individual record.

What if I only want to apply a benefit change to new subscribers, not existing ones?

When saving the benefit, choose not to apply the change to existing subscribers. The update will only affect members who sign up after the change is saved. Existing subscriber records will not be modified.

Need Additional Help?

We're here to assist you in any way we can. Don't hesitate to reach out to support@betterunite.com

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