Helpful Videos

• Benefit Tracking Overview: 7 min video

• Event benefit setup and use: 4 min video 

  • NOTE: This video was recorded prior to December 2024. This means there are a few new features added. We now have the ability to allow benefits to be available to a registrant without logging in, but instead apply the benefits if their email address matches. We also now have the ability to select Benefit Users in addition to the primary contact.

• Analyzing your Benefit Usage: 1 min video 

• Reporting/Email Benefit Details for members: 2 min video 

• Email Benefits remaining to member: 2 min video

• Troubleshooting Benefit items: 5 min video 

  • NOTE: This video was recorded prior to December 2024. This means there are a few new features added; however, the general concept described here is still helpful for troubleshooting benefits that are assigned to a membership. Benefits can now be assigned without tying it to a membership, but this video will help with benefits associated to a membership.

Related Articles

Benefit Tracking - Getting Started

Benefit Tracking Tips and FAQ's

Set Up Event Benefits (Optional)

Assign Benefits to Event Registration Types

How to Track Benefit Tracking and Reports