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Creating a Membership Tier

Membership tiers are a useful way to organize members within a category, and stimulate their engagement. Here’s how you make one:

1. From your administrator dashboard, click ‘Membership‘ in the top toolbar.

2. In the Settings section, click the green ‘Settings‘ button.

3. From the list of available options, click ‘Tiers’.

Creating a New Tier

4. Click the green ‘Create a New Tier‘ button.

5. Under the ‘Setup’ tab, name your membership tier, and configure settings as needed. When done, click the ‘Checklist’ tab.

6. Using the blue ‘+Add‘ any and all checklist items you would like.


Whats a Checklist?

Checklists are a handy way for membership managers to keep track of prerequisites for membership tiers.

For example, if someone needed to provide a valid certificate of training, complete an exam and attend a webinar for the tier to be activated, these could be setup as checklist items.

When the admin gets confirmation for each of these items they can check off that the person has completed the task and the date they completed it.

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7. Click¬†‘Emails‘. This screen will allow you to edit the messaging received by members when approved for this membership tier.

8 (Optional). If you have membership certificates configured in Member365, the ‘Certificates‘¬†tab will allow you to add them to be received by all members of this membership tier.

Don't have any certificates?

If you don’t have certificates configured yet, but you would like to, you can do so by following this guide.

9 (Optional). Under the ‘Reminders’ tab, you can configure a range of reminders (payment, LMS, etc.) to be sent to members under this tier.

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