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Viewing and Editing Gift Related Roles

Paige Freeman
  • Updated

 Before you can add a relationship to a product, IMS roles need to be set up.

This process suggests products to constituents based on related roles defined to a product. You can configure the system to suggest products based on a plethora of variables such as, past purchases, membership involvement, past meeting attendance, etc. For example, on the eBusiness website, if a constituent bought a book and the sequel was released, the sequel would be suggested to the constituent. This process only works after a role is set up. A role defines a product relationship with one another.  

To add related roles:

  1. From the eBusiness tab, select Related Roles.
    The Related IMS Roles screen displays, as shown below.
  2. Click the +New Related Role link from the upper right of the screen.
    The Add New Related Role screen displays, as shown below.
  3. Enter the Role.
  4. Enter the Description.
  5. Click Save.