Hi everyone,
We may be instituting our first membership price increase since we got on Tessitura. A quick "best practice" question for you all: does anyone have opinions about whether it's better to inactivate the old levels and create new ones for the new prices, or just to change the dollar ranges on the current memberships? I can't think of a functionality reason to go one way or the other, and the workload would be much lighter if I just changed the price range...just want to make sure I'm not missing anything.
Any thoughts welcome - thanks!
Beth
Our experience seems to indicate that if all you are doing is change the dollar amounts you are OK to change them. You may want to test what this does in the case of a small additional donation on an existing membership, after you have changed the membership rules. See if that creates the behavior you are expecting.
However if you want to change the 3 letter "Level" code, or the Constituency applied by the membership level. In our experience you have to expire the old level and create the new letter code and Constituency. The reason we think that this is important is that the membership script that runs periodically at your site needs to understand what to do to manage membership statuses during the entire membership period. Not just while it is creating new memberships. For example if the constituency is to change. From Higher Level Donor Constituency to Lower Level Donor Consonstituency (same dollar amount). The membership Script can get confused and try to remove the Lower Level Donor Constituency (that the now changed rule now says to remove). And you end up not expiring higher level membership constituencies.
That said, I'd be in touch base with your primary contacts with Tessitura Support team. You should likely raise the specific of the change you are planning and determine if they know of any additional issues.
--Tom