Membership forms

A membership form can be used to add new members to your database, renew individual members, or renew organization membership with linked profiles. When a new member applies, a Join Date and Expiration Date are assigned to the member, which enables the automatic renewal process.

To create a membership form

1. Go to Forms > Form List, then select CREATE FORM.

2. In the Create New Form window, select This form will be used for membership to display a membership section on your form. Enter a Form Name, then select SAVE.

   

To configure membership form settings

In the Form Settings tab, you can configure:

• Form Name: The name of the form that displays on your website and internally
• Form Description: Displays internally, in the form editor
• Form URL: How admins and members access the form (for example, your-domain.com/2015-conference-registration)
• Form Status: Set to Publish, Unpublish, or Archive
• Enable form expiration date: Toggle ON, then set a date. The form status changes to unpublished after that date

Select Edit Group Permissions to set which groups can access the form. For a membership form used for new applications, select both Prospect and Public.

Select Add a Date-Based Pricing Rule to create date-based pricing for early-bird specials or late application rates.

Select Add Discount Code to create discount codes that override other pricing on affected fields. To offer a membership discount, select Save, then select the Membership tab. Add a discounted price for each member type — only applicable member types display, based on their pricing structure. For more information, see Discount codes.

In the Forward URL field, enter the URL to redirect form-takers to after they submit the form.

To configure membership section settings

This section won't display for members who aren't in their renewal period. A membership section is used for both individual and organization members.

Select Properties on the Membership section. In the panel that opens, you can:

• Toggle ON or OFF Enable membership section
• Toggle ON or OFF Require membership section when available to the user
• Toggle ON or OFF Display application area for new users and prospects
• Toggle ON or OFF Display renewal area for users that are within their renewal period

Select the first text box in the membership section to edit the text shown to new members. Select Edit New Member Text to make changes. Repeat for each text box in this section.

Select the Member Type field, then select Edit Member Types to configure which member types form-takers can apply for. Select Save when you're finished.

After the form-taker selects their member type, Membership Options and the Automatically Renew checkbox display, if set up in member type settings. Select the Membership Options field, then select Edit Payment Processor & Revenue Account. Membership Options are the selectable options configured in member type settings, under Price Settings.

Select a payment processor and revenue account for each member type from the dropdown menus, then select Save.

For a membership form used by both individual and organization members, add fields specific to each: use the Organization Area for organization-member fields and the Individual Area for individual-member fields.

The Email and Phone fields include a Labels section. Add the field to your form, then select it to configure these settings. For example, to display both a member's work and home email, set both labels to Available.

Other membership form sections

Login section

Select Properties on the login section. In the panel that opens, you can:

• Toggle ON or OFF Enable Login section
• Set the Login Type dropdown:
  • All Users: Allows both members and non-members access to the form
  • Existing Users: Allows existing members access to the form
  • New Users: Allows non-members access to the form
• Toggle ON or OFF Multiple submissions to let the form-taker submit the form more than once

If you don't want all form submissions to appear anonymous, enable the login section. For more information, see Anonymous form submissions.

Login section label

To edit the Label text, select the text box in the login section. In the panel that opens, you can:

• Toggle ON or OFF Enable this Element
• Select Edit Label Text to open an editor and edit the text on your login section

Summary section

A Summary section is included with each form. Select Properties on the section to configure its settings. In this section, a member can enter Discount Codes, if available. Select Add/edit Summary Fields to choose which fields display in the form summary, so form-takers can review their selections before moving to the payment section.

Payment section

This section includes credit card payment fields. Select Properties on the Payment Section to configure payment settings. In this section, you can:

• Select a payment processor from the Payment Processor dropdown
• Select an invoice template from the Invoice Template dropdown
• Toggle ON or OFF Enable pay later with invoice to let the member settle an invoice later by logging in to their profile
• Toggle ON Override invoice template's due date to set a different due date for these event invoices. This feature is only available on event forms

In the payment section, select Click here to see an example to view how your payment section displays on your website.

Confirmation section

This section includes settings for the confirmation page and email. The confirmation page appears after the form-taker submits their completed form. The confirmation email sends after the form-taker submits. In this section, you can:

• Toggle ON or OFF Enable confirmation section
• Toggle ON or OFF Enable confirmation email
• Select Edit Confirmation Email to open an email editor

To edit the confirmation page, select the text box inside the confirmation section, then select Edit Confirmation Page to open an editor.