Membership Page Setup
What is the Membership Pages Grid?The Membership Pages grid will allow you to create and edit your online membership pages. Any pages previously created will be displayed on the grid showing off information about their setup and including the URL link that can be shared online to give public access to the page.…Membership Page OverviewThe setup for a new membership registration page or editing an existing one can be found by navigating to the Membership Pages screen. (WorkspaceGeneral MembershipMembership Pages) Once on this page, you can select “+New” to create a brand new page. If you need to edit an existi…Membership Acknowledgement Info TabTheMembership Acknowledgement step is the first step in the process of creating a Membership page. Here you can create a name for your membership page as well as set up the email sender details for the Thank You Email sent to the constituent after a membership transaction is sub…Membership Settings TabThe Membership Settings tab is the second set in your page setup and allows you to set up the notifications, financial information, and content and display options. The settings also include tool tips that pop up when you hoover the setting. Below are descriptions of those setti…Membership Setup TabThe Membership Setup is the third step in the creation of a membership page. Here you will create the different levels of membership that constituents can sign up for. You can also create Add-Ons that can be purchased with a membership, upload a document that can be visible on t…Membership Directory TabThe Membership Directory tab is the fourth set in the membership page set up and allows you to share information about your members with the public or with other members of your organization/association. There are two variations of the directory and using the settings on this pa…Membership Styling TabMembership Styling is the fifth step in the setup of the page and will allow you to customize the look of your membership page. Divided into 6 sub-tabs you can update the colors, fonts, font sizes, and font colors for different areas of the form. Note that the arrangement of the…Membership Thank You TabThe Membership Thank You Message is the sixth step in the setup of your membership page. This step will allow you to customize the message that appears on the screen after a membership transaction is submitted and a copy will also be emailed to the person who registered for the…Membership Preview & Publish TabThe final step of the setup of your Membership page is the Preview & Publish tab. Once you reach this step, the setup of your page is completed and available for use. This step will offer you everything you need to post the page and Membership Directory online. At the very top o…Can Members Upload Documents During a Membership Transaction?Yes, while a person is registering for a membership they can upload a document for each member. During the setup of your membership page on the Membership Settings tab scroll down to Advanced Content & Display Options and look for a new setting labeled, "Allow members to upload…What are Membership Add-Ons?Add-ons are additional items that can be purchased alongside a Membership Level. Examples of add-ons could be optional fees for advertising, rentals, or merchandise for sale. There is no limit on the number of add-ons you can create. During the setup you are able to customize ea…What are Membership Levels?Membership Levels are levels made available for your constituents to enroll in, for example Individual, Family, and Lifetime. Each level must have a unique name and allows you to present different offerings like expiration dates, pricing, and benefits.Can a Membership Level’s Price be Based on a Formula?Yes, instead of having a single set price for a membership level, you can have the price to be calculated by a pre-set multiplier amount and an quantity which is entered by the member. Inside the setup of your membership page, navigate to the Membership Setup tab where you can c…Can an Invoice be Automatically Generated for a Membership Transaction?Yes, if a member chooses to pay later during their transaction, an invoice can be automatically generated for the owed balance. Within the setup of the membership after turning on the "Allow Purchaser To Pay Later" setting, a new option called, "Automatically Create Invoice if P…Attach Membership ApplicationFor Memberships Applications that need to be reviewed before members are approved and before any fees are processed, you can use the Membership Application setting. With this setting turned on, you will be able to connect a Survey/Form to this membership page as a step in the ov…Pay Later Membership Thank You MessageOn the setup of your membership page if you have turned on Pay Later settings under the Financial Information section of the Event Settings tab you will notice that you have two separate versions of the Thank You Message. The first version will be labeled “To Purchaser”, this Th…Can a Membership Level’s Price be Pro-Rated?Yes, during the setup of a membership level you can turn on the Price Prorated? setting if you have a hard expiration date. Enter the hard expiration date in the Expiration Date field. This will allow the software to calculate a price based on how many months remain between the…How can I share my Membership Page online?From the Preview & Publish tab of any membership page you will find several ways to share your page including sharing the unique URL for the donation page, the QR code, Text Messaging Code (for those organizations with text messaging activated on their accounts,) and Embedded Co…Membership Type OverviewWithin the setup of a Membership Level you can now designate what Type of member, Company or Individual the Primary or Secondary entry fields can accept. On the Membership Setup page when editing a Membership Level click on the “Member Type” section. At the top of that section y…Membership Discounts and Fees based on Time Tracking HoursDiscounts an/or fees can now be applied to membership renewals based on a Member's time tracking hour totals during their previous membership's timespan. To add a Fee or Discount related to Time Tracking hours to a membership you can do so within its setup on the Membership Setu…