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Membership Form

The Membership Form part includes a membership section on your website to solicit new members for your organization or for existing members to renew their memberships.

Warning: In Pages & templates, we recommend you do not add more than one Membership Form part on a page.

When you design the part, you can include multiple membership programs. You select to include information such as the membership levels and terms.

Note: Annual dues-based programs purchased on your website must be paid in full . Lifetime dues-based programs purchased on your website can be paid in full or can use installment plans. Other types of programs are not available to use on your website.

For the website administrator who sets up the part:

Step 1, Pick your membership programs: A list of available membership programs is displayed. You select the ones you want to be available for a user to pick on your website. You can also change the text for the names and descriptions to alter how they will appear on the website. Then you set up payment part information.
Step 2, Configure programs: For each program, you select the levels that will be included, as well as the terms, if applicable. You also select the payment options members will have to choose from, such as pay in full, if applicable.
Step 3, Save the part: After you configure your programs, you save the part and can add it to a page. For more information about how to set up the part, see Design Membership Form.

Note: In order to download membership transactions from non-logged in users on your website, you must use a membership dues batch in CRM that does not have the Bill to field marked as required.

For the prospective member who visits your website:

Step 1, Pick your membership: Buttons for each available membership program, level, and term combination are displayed. The visitor clicks the button for the one he wants to join. The total cost is displayed.
Step 2, Add to cart: The visitor clicks Add to cart and is redirected to the payment page to enter name and address information.
Step 3, Pay for the membership: The visitor clicks Check out to complete the transaction.

When an existing member logs into the website, the membership closest to the expiration date is highlighted and the expiration date is displayed. Members can select the program and renew the membership.

Design Membership Form