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Add a Membership Choice

Owned by David Haskell (Unlicensed), created
Jul 08, 2021
2 min read

Summary / TL:DR: This article will show you how to create a membership choice in Advantage.

How to Create a Membership Choice

  1. From the Marketing Ribbon, click Memberships

  2. Click the Add Icon

  3. The Member Choice Maintenance box will appear. Complete the following fields:

Timing between billing charges is not to exceed 1 year between charges. This includes, but is not limited automatic renewal or installments.  For example, if offering a 2 year option for a subscription or agreement, this option cannot be offered with a renewal flag of ‘C’ on automatic renew as the timing of between charges would be over 1 year.

Publication Code*

Enter the character code assigned to a circulation item.

Member Choice*

Enter the choice code for the Membership Choice.

Choice Description*

Add more detail about the subscription. 

Valid Until*

Enter the date that the item choice should expire.

Send Renewal Notice*

Enter how the subscription will be renewed.

Term Length*

Indicate the duration of the subscription (e.g., 1 year or 2 years). Term lengths for lifetime have changed. Instead of using 10 years, it will be 5 years. For example, a term of 120 would now be 60 and a term of 520 would be 260.

Delivery Code*

Enter how the subscription is being sent to the customer.

Premium Set

Enter the free items a customer receives when they sign-up for a subscription.

Premium sets should be attached on the choice level if the subscribers who select that specific choice are to receive that premium set, otherwise, the premium set will be entered on the offer level so that anyone, no matter what price choice they have selected, will receive that premium set.

Membership Org*

Enter the membership organization.

Member Category*

Enter the membership category.

Subscription Class*

Enter R for Regular Subscription.

Credit Policy Code

Enter the terms of the refund policy.

4. Click Next

5. Click the Add Icon

6. The Member Choice Rate Maintenance box will appear. Complete the following fields:

Billing Currency*

Enter the currency for billing. For US based affiliates, this is US$.

Rate

Enter the rate for the first term.

Next Sub Rate

Enter the rate for the next term.

Next Sub Term

Enter the term length for the next term.

7. Click OK

8. Click OK

 

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