Feature Fulfillment

Feature Fulfillment

What is Feature Fulfillment?

Feature Fulfillment is a tool that helps organizations engage with their members by keeping track of promised benefits or personal outreach throughout their membership. This guide will walk you through defining features, assigning them to member plans, recording feature fulfillment, and viewing fulfillment reports.

Enabling Feature Fulfillment

If you can't find the Feature Fulfillment module, please submit a support ticket to check if it's included in your service plan or if there's an additional cost to enable it.

Creating Features

1. Go to the Main Menu and select Configuration.

2. Under Member Database/Billing Options, choose "Plans (Member Types)."

3. Scroll down to the bottom of the page and look for the "Edit Member Plan Features" link. If you can't find it, please contact support for assistance.

4. To create a new feature, click the "Add New Feature" button. If you want to edit an existing feature, click the pencil icon next to it.

5. Provide a descriptive name for the feature in the Description field.

6. Use the Internal Notes field to add more details about the feature if needed.

7. Feature Type determines if the feature is for new members, renewing members, or both. If it applies to both, leave it as "Simple."

8. You can set a default note to be added when the feature is fulfilled using the Default Note field.

Adding Features to Member Plans

1. Access the Member Plans menu.

2. Click the pencil icon next to the plan where you want to add features.

3. Scroll down to the bottom of the page, below the "Continue >>" button, and click "Add features to this plan."

4. Check the boxes for the features you offer with this plan, then click "Continue >>."

Recording Feature Fulfillment

1. In the Member Database, click the pencil icon next to the member whose feature fulfillment you want to record.

2. Near the bottom of the page, click the "Update Fulfilled Features for this Member" link.

3. You'll see a list of links representing the terms during which the member has been active. Click the link for the features you want to record.

4. To mark a feature as fulfilled, enter the fulfillment date. You can add additional notes about the fulfillment in the "Fulfillment Notes" section (e.g., "member mentioned upgrading next term").

5. Click the "Submit Changes" button to save your updates.