We are wishing to change the start and end levels to one of our membership categories(Corporate). The start and end amounts will be modified, and the names of the levels will be modified. There are a few concerns I have.
1. We will be moving from the current 8 levels of memberships to only 6. The bottom three levels will now become one level. $.01 - $999.99. What is the best way to approach this update? Do I inactivate the lowest two levels, and change the start and end amount on the third from the lowest? If I inactivate levels, does that somehow inactive the active memberships that are tied to active gifts?
2. How will these changes effect current donors who have active memberships with the settings that are currently established. i.e. will it automatically bump them up/down to the new levels, will it not effect people with existing memberships?
I have a gift on hold from March until I can get this figured out so any help would be very much appreciated. Thanks all!
Heather, We had some level adjustments here in recent months so I did lots of testing to see what would happen. If you inactivate levels, constituents with memberships at those levels will not be affected. They would only be affected when they come up for renewal and they will have to renew at a different level because the level they are at is inactive. If I were in your situation I would probably keep the bottom level and change the amounts then inactive the two levels above that. I'd also do some testing in your test database to see what happens. No matter what, you're trends are going to be a bit weird for a while.Dale
Heather,
We had some level adjustments here in recent months so I did lots of testing to see what would happen.
If you inactivate levels, constituents with memberships at those levels will not be affected. They would only be affected when they come up for renewal and they will have to renew at a different level because the level they are at is inactive.
If I were in your situation I would probably keep the bottom level and change the amounts then inactive the two levels above that.
I'd also do some testing in your test database to see what happens.
No matter what, you're trends are going to be a bit weird for a while.Dale