Creating Member Benefit Groups and Adding Member Benefits

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Member Benefit Groups 

In Agile, a membership program allows organizations to create specific permissions and benefit groups that are associated with a membership level. Note: It is strongly recommended that you create Benefit Groups before making the prices under a Membership program. This will let you attach the Benefit Groups to the prices immediately as you're making them. There is more room for error if  go back in later to add benefits to already existing pricing.

1. Login to Administration

2. Select the House icon for your organization.

3. Open the blue Sales folder that houses your Membership program. 

4. Click the Benefit Group icon. 

5. Right-click in the Benefit Group area and select New

6. The Benefit Group: New window will open. In this window, you will need to name your Benefit Group. The benefit group should be named to match the Membership Price Level (i.e. VIP, Silver Level, Gold Level, etc.). 

7. In the Description field, enter the list of benefits that this Membership Level will receive. Information in this area can be merged onto the Welcome Letters that are sent with membership cards.  

8. Click Apply and OK to save this information.

9. When all Benefit Groups have been created, you will need to associate the Benefit Group Type with a corresponding Membership Price Level. Click Membership in the Sales Organization Folder for your membership program.

10. Highlight the Membership program.

11. Right-click the Membership Price field. Select New if you are creating a new Membership Price or right-click and select Properties on an existing Membership Price to edit its Benefit Group. For more information on creating a new membership price, see Adding a Membership Price.


Member Benefits

Member Benefits allow an organization to set up permissions for a member to access specific, restricted prices or items in your domain. These benefits can be based on Events, Shows, Catalogs, Memberships, or Packages.

1. Select the Benefit Group where you will be adding a benefit.

2. In the Benefit area, right-click and select New.

3. Select the type of Benefit you'd like to create:

  • Event/Showing Benefit: Gives access to a Showing or Event ticket type (This is the most commonly used type of benefit, as it can be used to create event ticket discounts for members).
  • Catalog Benefit: Gives access to a Product and/or SKU price type. (This is commonly used to create concessions or merchandise discounts.)
  • Membership Benefit: Gives access to a Membership or Pass price type (This is used if members get special access to another kind of membership price. For example, if members at your year-round theatre get a discount on passes to a festival, then you would build a Membership Benefit for that pass's price type).
  • Package Benefit: Gives access to a Package Type. (For example, a member discounted price on a series or season package.)
  • Show Benefit: Gives access to a particular Show ticket type. (For example, Greatest Movie is showing 10 times in the week, but the member is only allowed to select a single date for the entire run. Once they have selected a date in that run, they will not be able to choose another showing. This is not a commonly used type of benefit.)

For this example, we will be building an Event/Showing Benefit. 

4. The Benefit Window will appear. In the General Tab, add a Benefit Name (i.e. Member Comp Benefit, Member Discount, etc.).


5. Next, select the Organization where this benefit should be valid. (Note: most clients only have one corporate organization in their domain, so you will likely not need to adjust this.)


6. Select the Sales Line Type. Note: It is very important to select the correct Sales Line Type in order for the benefit to work correctly. For example, if a member discount is built with the "Event - Admission" Sales Line Type, members would not be able to redeem that discount for a Streaming Event that is built on an "Event - Streaming" Sales Line Type. To give members discounts on both regular and streaming events, you would need to build a benefit for each Sales Line Type.


7. Next, you will need to select the Sales Folder where events for this benefit are located. Note: If your member benefits are the same for all events, then leave the default selected as All Sales Folders.


8. If this benefit is for a Specific Event/Showing, click the Magnifying Glass icon and select the specific Event for this benefit. If all Events/Showings are available for this benefit, leave the Nothing Selected default. Note: You can remove a specific event from this setting by clicking the X icon.



9. Specify Tier: Select the inventory tier for which this benefit should be redeemed from the drop-down menu. If you keep this blank, the benefit will point to all available Tiers.


10. Specify Ticket Type: Select the ticket type built onto the item/events where this benefit should be redeemed. 

Note: If you do not select the correct ticket type for this benefit, then members will not be able to redeem it.


11. Next, you will set up your restrictions.

  • Specify Max Per Item - This allows you to restrict the number of tickets the member can get per Event.
  • Specify Max Per Membership - This allows you to restrict the total number of tickets a member can use before their membership expires.
  • Specify Start Time Window - This restricts the member from using this benefit for multiple events that begin within the same window of time, defined in minutes. (For example, if a customer uses this benefit to buy a ticket to The Good Movie at 11:30 AM, and the Start Time Window is specified as 30 minutes, then they will not be able to use the benefit on The Best Movie at 11:45 AM on the same day.)

12. In the Brief Description, you can describe the benefit the customer has and enable them to see how many benefits they have left in their membership. This description will appear on the customer's My Benefits page in their online account. You can use the following elements:

  • %maxitem% will show the maximum number of redemptions per item that is allowed through this benefit. 
  • %maxtotal% will show the maximum number of redemptions per membership that is allowed through the benefit.
  • %ordered% will show the number of redemptions that have already been used.
  • %remain% will show the number of benefits that the member has left to use before their membership expires.
  • %window% will show the number of minutes specified in the Start Time Window number box.

Please note that in order for this field to work properly, you must enable and specify the Max Per Item, Max Per Membership, and/or Start Time Window.


13. Once completed, click Apply to save the benefit and OK to close the window.


We recommend that once you have set up the benefit(s), you go online or in AMS to test that the benefits are working properly. 


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