How do I create Membership Levels?

Overview

Creating membership levels is the foundation of your Membership Management program in EveryAction. This process establishes the hierarchy and criteria for each tier in your membership structure. 

Step 1: Access the Add a Membership Level function 

1. Navigate to Membership Management in the sidebar menu or through Main Menu > Fundraising 

2. Click "Add a membership level" on the Membership Management dashboard 

3. Start with your highest level or tier to establish the proper sorting order 

Step 2: Enter level details 

1. Enter the level name (required) 

2. Add an optional description that explains the membership level 

3. Click "Next" to proceed to contact eligibility configuration 

Step 3: Set priority order for multiple levels 

1. After creating multiple levels, return to the Membership Management overview dashboard 

2. Click and drag levels to establish their priority order 

3. Arrange levels from highest (most restrictive) at the top to lowest at the bottom 

4. Remember that processing occurs from top to bottom - if a donor qualifies for multiple levels, they'll be placed in the highest one they qualify for 

5. Save your changes to maintain this order 

Step 4: Edit levels if needed 

1. From the Membership Management dashboard, click on any level to view its details 

2. Use the pencil icons to edit specific sections (details, eligibility, dues, benefits) 

3. Make your changes and save 

4. Note that editing an active membership program will pause the overnight process 

5. You'll need to test and approve your changes before reactivating the automatic processing 

What else do you need help with? 

• Understanding Membership Management Program Setup 
• How Do I Configure Contact Eligibility? 
• How Do I Define Qualifying Dues? 
• How Do I Set Up Benefits? 
• How Do I Test and Activate My Membership Program?