The switch memberships feature allows you to easily assign members to new membership tiers. This can be used if you are making changes to your memberships and need to move people around, or for marketing purposes if you want to temporarily give access to higher tiers.
Note: Changing the memberships does NOT change the price, billing terms will remain the same.
How to switch memberships
There are two ways you can switch someone's membership:
1. Bulk switch via the members page
At the top of the members page, you'll see a Switch memberships button. Clicking this will open a bulk edit page. Once on the bulk edit page, select the members that you want to switch.
2. Switching via the member menu
In the member menu ("3 dot menu") you'll see the Switch membership option:
Tagging members
You have the option to tag members that have been switched.
Notes
You can add private notes that include variables:
β
Duration
You can set a duration. This will switch the member back to the original membership after a certain period of time. At the end of the duration you can automatically send a message to members, add a note and even remove tags.
Activity page
The activity page includes all switch events and a page filter:
Event:
Filter:
Membership history
The membership history panel includes switch events:
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