Membership Form Setup

Membership Form Setup Overview
The setup for a new membership form or editing an existing one can be found by navigating to the Membership Pages screen. (Workspace>General Membership&g...
Tue, Feb 1, 2022 at 3:05 PM
What can I do on the Membership Acknowledgement Info step?
The Membership Acknowledgement step is the first step in the process of creating a Membership form. Here you can insert a Name for your membership form as w...
Tue, Feb 1, 2022 at 3:06 PM
Membership Settings
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 ove...
Mon, Jun 13, 2022 at 12:39 PM
What can I do on the Membership Setup step?
The Membership Setup is the third step in the creation of a membership form. Here you will create the different levels of membership that constituents can s...
Tue, Feb 1, 2022 at 3:13 PM
What can I do on the Membership Styling step?
Membership Styling is the fourth step in the setup form and will allow you to customize the look of your membership form. Divided into 6 sub-tabs you can up...
Tue, Feb 1, 2022 at 3:21 PM
What can I do on the Membership Thank You Message step?
The Membership Thank You Message is the fifth step in the setup of your membership form. This step will allow you to customize the message that appears on t...
Tue, Feb 1, 2022 at 3:27 PM
Can Members upload Documents during a Membership Transaction?
Yes, while a person is registering for a Membership they can now upload a document for each member. During the setup of your Membership form on the Membersh...
Tue, Jan 25, 2022 at 9:56 AM
What can I do on the Membership Pages grid?
The Membership Pages grid will allow you to set up, manage and edit your online Membership forms. Any forms previously created will be displayed on the grid...
Tue, Feb 1, 2022 at 12:23 PM
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 items like lockers or other ...
Tue, Feb 1, 2022 at 3:15 PM
What are Membership Levels?
Membership Levels are levels made available for your constituents to enroll in. Each Level would have its own Name and will be how you organize your members...
Tue, Feb 1, 2022 at 3:16 PM