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Membership Benefits

BetterUnite's Membership Management allows tracking Member Benefits and managing the fulfillment of those benefits. When a membership plan is created, you can also create associated membership plan Offers for each plan.

Benefits

  • Click Contacts->Membership Management 

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  • Under Plans in the Membership Center, click the Action button next to the plan, and select the Edit Plan Benefits option.

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  • Create member benefits by clicking Add Benefit.

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  • Fill in a title and description and click Save Benefit. 

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  • Once you have created the benefits, you can change the display order by dragging the rows up and down.

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  • You can also edit or delete each benefit via the Action button next to each benefit.

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  •  When you create Member Benefits for a plan and someone subscribes via the Membership Sign Up page, their contact record will automatically include a list of membership offers based on the active benefits you've defined. You can manage the fulfillment of each benefit on the contact's page by modifying details, setting dates, marking them as completed, and more.

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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