Activity Based Membership
Overview
Activity Based Membership is a method used to automate the progression of a member through the organization based on set criteria and rules.
The following can be used as a template to document each activity set up in ICE. Documenting these settings can be helpful during the mapping process prior to creating your workflow in ICE.
Activity.PRODUCT_CODE
ACTIVITY_TYPE
ICE WORKFLOW Code
Requirements | Criteria for records that this activity will apply to. If criteria not met, activity will not be inserted. |
|---|---|
Additional Information Questions | Questions to collect during ICE process |
Membership changes | Changes to member type, status, category or other related member information that will occur after the activity is inserted. |
Demographic changes | Changes to any demographic fields that will occur after the activity is inserted. |
Billing items | Any related billing items to the activity (charges or credits). |