The layout of the “Membership Settings” tab has been updated for better workflow. Each setting has been given a tool tip that displays when you scroll over each setting’s title. Below is the update layout for the Membership Settings page.
Internal Notifications
Notify when membership is submitted - When set to YES, an email will be sent to a recipient(s) when a membership purchase has been made.
Notification Emails - Enter up to 5 email addresses, separated by semicolons.
Send text when membership is submitted - When set to YES, a text will be sent to a recipient(s) when a membership purchase has been made. “Phone” and “Add a Phone” fields will display. Enter a mobile number then Add. Must have texting service turned on.
Phones - Show previously added phone numbers to be notified
Add a Phone - This field will allow you to enter a mobile number.
Financial Information
Allow Recurring Payments - When set to YES, the purchaser will be able to make scheduled partial payment on their membership
Make Recurring Payments Default - When set to YES, making recurring payments will be the pre-selected option on the member form
Hide One-Time Payments - When set to YES, making recurring payments will be the only option on the member form
Available Payment Options - These are the frequency options for recurring partial payment on a membership purchase
Monthly - The total membership price will be divided by the number of months from now to their expiration date
Quarterly - The total membership price will be divided by the number of quarters from now to their expiration date
Annually - The total membership prices will be paid all at one, but this option allows for Auto Renew to be used on yearly payments
Enable auto-renewal - When set to YES, a membership can be automatically renewed for the same membership level on their expiration date
Allow for Gift Memberships - When set to YES, a membership can be purchased by one constituent on behalf of another
Allow to pay processing fee - When set to YES, the purchaser can select to pay the processing fee in the Billing Information section.
Processing Fee Comment - When allow to pay processing fee is set to YES, the Processing Fee Comment field will display with a dropdown of predefined comments, This comment will display on the member page along with the processing fee amount.
Default to Pay Processing Fee - When set to YES, the processing fee option will be pre-selected in the Billing Information section
Require to Pay Processing Fee - When set to YES, the purchaser will be required to pay the processing fee
Accept General Donations - When set to YES, an additional donation field will display on the membership page. (Only visible if “Allow Recurring Payments” is turned Off)
Message to display for general donation - This message will display above the additional donation field.
Include One Time Fee - When set to YES, you will be able to insert a pre-set fee to be added to the purchase total
One Time Fee Name - This label will display next to the One-Time Fee amount
One Time Fee Amount - This amount will be added to the purchase total as an additional fee
One Time Fee Override Code - The value entered into this field can be used during a purchase to remove the one-time fee
Exclude From Auto-Renewal - When set to YES, the One Time Fee will not be added to a transaction during its auto renewal
Attach Membership Application - When set to YES, a survey/form can be connected to the Membership Form for a Member to populate after submitting their Pay Later Membership
Application - Select which Survey/Form you wish to connect to this Membership Form
Capture Credit Card for Pay Later - When set to YES, a Credit Card will be required for submission but not charged.
Allow Purchaser To Pay Later - When set to YES, the purchaser will have the option to pay later.
Pay Later Label Text - This label will display next to the Pay Later checkbox.
Auto Acknowledge - When set to YES, any money coming in from the form will be marked as acknowledged.
Acknowledge How - Select which Acknowledge How values should be assign to the gift record created by the transaction.
Enable Captcha - When set to YES, the user will have to select I'm not a robot before submitting the transaction
Include QR Badge(s) in Thank You Message - When set to YES, membership badges including QR codes will be attached to the Thank You messages automatically sent out after a membership transaction is submitted.
Label Type - Select which Avery Label template should be used for the Member Badges attached to the Thank You messages automatically sent out after a membership transaction is submitted.
Do not allow membership purchase on behalf of a company/organization - When set to YES, “This event purchase is being made on behalf of a company/organization.” will not display on the event page.
Default purchases to on behalf of a company/organization - When set to YES, “This event purchase is being made on behalf of a company/organization.” will display as selected on the event page.
Collect Member's Company Name - Collect a members Company without having the purchase entered on half of that company
Default Gift For - This value is the designation for all funds coming in from the form
Default Fund - This value is the designation for all funds coming in from the form
Default Event - This value is the designation for all funds coming in from the form
Default Appeal - This value is the designation for all funds coming in from the form
General Content & Display Options
Page Title Alignment - This value determines where the membership name will display on the event page (Options are Left, Center and Right)
Display Tickets and Add-ons As - Show the levels and add-ons available in a tile view or list view (which is helpful if you have a lot of levels to show)
Display Share on Social Media buttons - When set to YES, Twitter, Facebook, Google, LinkedIn, and Pinterest share buttons will display below the membership name
Hide from portal - When set to YES, the membership cannot be launched from inside the Constituent Portal
Require Portal Login - When set to YES, the user will need to log in or be logged into their Portal account before they can access the form
Display Message - When set to YES, this message will display below the membership name or gallery
Message Title - The message title will display below the membership name and gallery
Display Gallery - When set to YES, a picture(s) and/or YouTube video will display below the membership name
Gallery Type - This value determines how the picture(s) and/or video will display (Options are Single, Double, Two by Two, and Three by Two)
YouTube Video URL - Enter the address of where a specific video is located on the YouTube website
Video Caption - This value will display above the YouTube Video URL
Upload Your Pictures… - This button will allow you to upload a picture(s)
Display Memo Field - When set to YES, a memo field will display in the registration information section
Memo Field Name - This value will display above the memo field
Show email subscription lists - When set to YES, “Please opt-in to the types of email communication that you would like to receive from us:” will display at the bottom of the event page.
Email Subscription Label - This label will display next to the Email Subscription field
Hide Option to Notify Via Text - When set to YES, a member will not be able to enter their phone number to get a text notification about their membership submission
Allow member to subscribe for text messages - When set to YES, the option for a member to subscribe for Text Messages will be visible on the member form
Categories - When Allow purchaser to subscribe for text messages is set to YES, a Categories field will display. Enter the Categories that will display to the user when they select Subscribe me to text messages on the event page.
Advanced Content & Display Options
Number of days before the expiration date you want to activate renew link - Select how may days before the expiration date the member will see Renew link on their membership transaction within their portal account.
Membership Page Subtitle - This value will display below the page title
Membership Level Title - This value will display just above the active membership levels
Adults Title - This value will display just above where member information is collected for Adult members
Dependents Title - This value will display just above where member information is collected for dependent members
Add-Ons Title - This value will display under the membership information and above where the Add-Ons are displayed
Amount to Pay Title - This value will display to the left of the total transaction amount.
Fee to Pay Title - This value will display next to the one time above the details of the One Time Fee
Registration Information Title - This value will display above the Billing/Payment Information
Customize Member Data Fields - When set to YES, you will be able to select which data fields appear for your members to complete
Adult Members - Checkmark which data fields an Adult membership should complete
Dependent Members - Checkmark which data fields a Dependent membership should complete
Select the relationship values that you would like to appear on your membership page- On the membership form you can create a relationship between an Adult and a Dependent. Here you can checkmark which Relationship Types should be visible for selection on the member form.
Allow members to upload profile picture - When set to Yes, a member will be able to upload an image that will be their profile picture displayed beside their Constituent/Member record.
Picture Specifications - The values will display next to where a member can upload their profile image.
Allow Member to Upload Document - When set to Yes, a member will be able to upload documents during their transaction
Member Document Upload Label - This value will display next to where a member can upload documents
Specify Document Category (Optional) - When the document is upload it can be assigned a Category. You may select that Category in this dropdown.
GDPR Consent Required? - When set to YES, you will be required to enter a GDPR Compliance Message which the purchaser will need to select to acknowledge.
GDPR Compliance Message - When GDPR Consent Required? is set to YES, the GDPR Compliance Message will display where you can enter a message that will display on the event page.
Additional Information
Additional Information Title - This value will be below the Billing/Payment Information
Field Name - This column shows the name of the field that can be displayed on the member form
Show On Form - In this column you can checkmark which fields you wish to display on the member form
Required - In this column you can checkmark which fields are required for completion before the member form can be submitted
Sort Order - This column will allow you to drag and drop the fields to create the order they will appear in on the member form