The Chartered Institute of Marketing

Step 1 – Open the membership record

Step 2 - Check all details on the upgrade form are correct and update system with the correct details if required.

Step 2 – To process the upgrade – Click on the Upgrade button on the members contact screen on Helix

Step 3 – Once on the membership processing screen, select desired membership upgrade grade.

Step 4 – Make sure the correct membership grade rate (NZMA) has is correct. If not, change for the correct rate.

Step 5 – Click on the Approve membership button to approve upgrade.

Step 6  - Click on Go to Contact button, once on contact screen – make sure all the grades on the screen have automatically updated. If does not update, raise visual studio to get this updated.

Step 7 – Membership upgrade confirmation emails with renewal dates are sent directly to the NZMA office and not the member. 

Step 8 – Make sure the membership pack has been generated to be sent.

Things to consider: