Activity Based Membership

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

FieldDescription
RequirementsCriteria for records that this activity will apply to. If criteria not met, activity will not be inserted.
Additional Information QuestionsQuestions to collect during ICE process.
Membership changesChanges to member type, status, category or other related member information that will occur after the activity is inserted.
Demographic changesChanges to any demographic fields that will occur after the activity is inserted.
Billing itemsAny related billing items to the activity (charges or credits).

Did this page help you?