Membership Forms

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    Lisa Gessert

    no idea how to set the pricing..

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    Kinsey Mahan

    Hi Lisa - The pricing for membership is set up inside the Member Type. To change/set the pricing inside of a Member Type, navigate to Database > Member Types and click Edit Settings next to the Member Type. Pricing is set up near the bottom of that page. Please feel free to reach out to our Help Team if you have questions. I also see that you have a ticket logged, so you can expect to hear back from them soon!

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    Jen Norman

    Under Creating A Form, #3, there's a bullet point for Discount Codes. It says "This article will walk you through configuring a discount code." But there's no link to another article, and there doesn't seem to be an article about discounts within the new product documentation.

     

    (I already opened up a help ticket to ask this, but am commenting here because it may be useful to others who read this post later.)

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    Kinsey Mahan

    Hi Jen - Thanks for letting us know the link is missing. I'll get an article written about discount codes and update the article accordingly.

    For now, I did add some text to the article above explaining that it is not currently possible to apply a discount code to membership fees (for members joining or renewing). If you need to discount a membership, you can do so by creating an Ad Hoc invoice for the discounted amount and manually updating the member's expiration date, OR by having the member pay the full amount to join or renew, and issuing them a refund afterward.

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    Jena Sebald

    How do I get a link for the form? As is, I just want to email someone the link to take them to the form or link it on my website.

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    Kinsey Mahan

    Hi Jena - You can get the link to a form by adding the form's Alias to the end of your MemberClicks domain. Your domain is awsa.memberclicks.net, and you can find the form's Alias by navigating to Forms > Form List > Editing the form. The Alias will appear near the top of the General Settings area of the form, highlighted below. Feel free to customize the Alias as needed.

    Screen_Shot_2016-05-16_at_4.07.45_PM.png

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    Jena Sebald

    Hi Kinsey - I already tried that. I just get a blank page that says no forms were submitted. 

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    Kinsey Mahan

    Jena - I would recommend reaching out to our Help Team with details on the form's name so that they can assist in troubleshooting. You can reach them via email at help@memberclicks.com, or by phone at 404-879-2800.

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    Anthony Portillo

    How do I add an application fee to the form?  We don't want renewing members to pay this, only new applicants.

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    Kinsey Mahan

    Hi Anthony - If you're using one Membership form right now, I would recommend copying it and using the copy to create two separate versions - one application and one renewal. That way on the application form, you can add a required checkbox for the application fee. Feel free to reach out to the Help Team if you have questions - they'll be happy to walk you through it!

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    Nicole Hodson

    I have a form that needs to go to a specific member of my team as soon as it's completed, because it's time sensitive.  How do I do that?

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    Kinsey Mahan

    Hi Nicole - You can set up the team member who needs to be notified to receive a BCC of the Confirmation Email. To do so, edit the form > click Properties in the Confirmation section > click Edit Confirmation Email. Once in the Confirmation Email set-up window, click Additional BCC Recipients and input the appropriate address, then Save.

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    Eric Bright

    Hello,

    When our implementation manager helped us set up our membership application form initially, it was set to not allow multiple submissions.  Can I click the button in the properties field to allow multiple submissions so that I don't have to build a new membership application form each year?  What would happen if a member submitted the application form again before their renewal period?

    Thank you!
    Eric

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    Kinsey Mahan

    Hi Eric - It looks like your membership form is used for both applications and renewals, so you should be fine to enable Multiple Submissions so that the form can be reused by renewing members year over year

    If a member attempts to use the form to renew who is NOT in their renewal period, the membership section of the form will not display at all, they'll just see additional pages/sections on the form (in your case, Donation and Payment Method). They will be able to enter info into those sections and submit, but they won't be charged for membership and their expiration date will not move forward since they won't see the membership section.

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    Jennifer Bijaczyk

    Hello,

    With regard to not being able to apply a discount to membership dues nor renewal, creating an Ad Hoc invoice at the discounted price or refunding the difference are options we have considered since we just upgraded recently. However, my question is how does that work with our revenue accounts and the accounting that goes with it? The forms and these accounting nightmares are why we upgraded.

    Also, we are using a Membership Application/Renewal combination form. One of our Member Types is Student and once they graduate and start in their profession they need to go up to our Professional Member Type. What is the easiest way for them to go about it? One member's renewal is not until the end of the year, but he wants to renew now and change Member Types.

    Jenn

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    Jennifer Bijaczyk

    To add to my inquiry above, the member was invoiced already at Student Member pricing by the system when we upgraded. Should I just void and invoice him for the Professional Member price?

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    Kinsey Mahan

    Hi Jenn - When you create the Ad Hoc invoice, you can select the appropriate revenue account for the incoming funds to tie to. It sounds like in this case it would be a Membership Dues revenue account. This shouldn't impact your financial reporting, but you do need to remember to push the member's expiration date forward when they pay the Ad Hoc invoice, as that will NOT happen automatically.

    If a member contacts you and lets you know they want to upgrade their membership, the easiest thing for you to do is put them in the new Member Type they're upgrading into, then manually place them in their renewal period by clicking Actions > Renew inside their profile. This article gives additional details about manually putting a member in their renewal period. Once you've created the new open invoice, the original (in this case Student) invoice will be automatically Voided, and one for the new Member Type will be generated automatically.

    You can also edit the Renewal Paths inside each Member Type so that members can upgrade/downgrade their membership on their own using a renewal form. This article talks about using Renewal Paths in Section 2, Renewal Form. They will have to be in their renewal period to use the renewal form, so I think the process I described above will be easier in cases where they are NOT in their renewal period yet.

    If you have additional questions, I would recommend contacting the Help Team directly so that they can take a look at the specifics of your account and advise on best practices.

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    Christine Bruggers

    Hi Kinsey,

    If you make a form anonymous -- no log-in -- but require them to fill out the main email field, can you use the email confirmation option? Or do people need to be members or new prospects for the email confirmation to work?

    I ask because SEJ leadership would like users to have no hindrances -- and people do seem to have a hard time keeping track of their log-in information. I'd prefer to have people log in for many many reasons, but I'm against the current I'm afraid. 

    Thanks!
    Chris

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    Kinsey Mahan

    Hi Chris - it isn't possible to send the confirmation email on a form that doesn't require login. Emails have to be sent through a profile (rather than just to an email address) and forms without login enabled aren't tied to a member profile.

    Especially for a membership form, requiring login is an absolute must. Without login required, a profile would not be created at all (for new members) or updated with changes (for existing members). I hope that helps!

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    Wendy Stoneberger

    Are recurring payments available in the new product? As I searched for documentation, it appeared to only show Classic articles.

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    Kinsey Mahan

    Hi Wendy - Installment type recurring payments are not yet available in the MemberClicks platform. We do offer 'auto renew' type recurring payments for membership in the new system (where a member puts in their credit card once upon joining/renewing and is auto-charged each year after that). If you'd like to discuss setting up auto-renew, please feel free to reach out to the Help Team by phone or email and they'll be glad to assist!

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    Jen Norman

    Is there a timeline for when automated installment payments will be an option, for membership or for other invoices?

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    Kinsey Mahan

    Hi Jen - There isn't currently a timeline on when installment type recurring payments will be available. We've learned that we aren't able to even broadly estimate a timeline unless a feature is actually in development, and since this feature isn't being worked on currently, those details aren't yet available, even internally.

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    Tia Sofatizis

    Hi Kinsey - I wondered if providing installment type recurring payments is now in the development pipeline, as we would be interested in offering this payment option to at least one of our groups as well. (We currently use this feature in MemberClicks Classic.)

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    Jay Fitzmaurice

    Hello Tia! While there is no current ETA or confirmation of including recurring payments in the product, it is feedback we've received before and have discussed internally. There isn't a static development road-map, but a great way to stay abreast of any changes to the product would be to subscribe to updates here: https://help.memberclicks.com/hc/en-us/sections/206660147-Product-Updates

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