We are looking to increase our level-first membership prices on Oct 1. I think I want to change the ranges of the current membership org so that renewals/history stays intact, vs. creating a new Member Org. The level info is staying the same.
However, we have a month and a half of membership renewals happening before the FY ends, so the current org needs to remain. Does someone need to manually update the levels on the org on October 1? How do I manage this transition? Fun addition, I will be out of the office on parental leave during this time, so I'll need to enlist/train someone to make this change manually, if necessary.
v16 has a very elegant solution for this -- membership levels can have start and end dates with predecessor levels attached (meaning what a new level is replacing), but v15 is lacking in this department. When we've changed the amounts for our membership levels we've had to go in manually and do it on the day-of. It was also tricky accounting for mailed in renewals that were postmarked in time for the old rate. The only way to process those was to have the old rate still active, but we were using amount first at the time so we just kept the old rate as the starting rate and changed the minimum on TNEW to ensure that any purchased online were at the correct rate. If you don't have to worry about checks in the mail, then all you should have to do is change the rates on the levels.
Anne RobichauxThe Historic New Orleans Collection
ooof, okay. We are on v15.
Come to the dark side! It's super fun! (Read: scary and unpredictable. ;) )
haha I'm PUMPED about the membership stuff in v16, but we won't start the process until next year.