Design the Transaction section
For information about how to create or edit a part, as well as the tabs on the Edit Part screen, see Create and Edit Parts.
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1.
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From the Design tab, under Memberships to Include, select the membership to appear on your website. |
Note: The Transaction section displays options for your member to join or renew a membership, request additional cards and guest passes, and view benefit information.
Note: When a website user completes the Transaction section before the membership card information.
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a.
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Click Insert New. The Membership Categories screen appears. |
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b.
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Beside the membership category to include on your website, click Select. The Membership Categories screen closes, and you return to the Membership Form part. |
Note: You must add each membership category separately for your Membership Form part.
To remove a membership category from your website, click Remove next to the category name selected in the Membership Category field.
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2.
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For each membership category you select, membership category data appears on the Membership Form part design screen. The Raiser’s Edge stores this data. View the integrated data and select whether to include the program and subcategory information (if it exists) on your website, enter a text message, and enter a dues amount. |
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3.
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Select Allow member to specify the card/guest pass information so members can request additional cards and guest passes. |
Note: An individual membership Cards/Guest Pass section on your site uses the information created in this procedure. If you create the Membership Form part for the first time, the information in this section does not appear on the Membership Form until you select a membership in the Memberships to Include frame.
Note: Card and guest pass creation is not a one time task for the Membership Form. To provide this for your website users, you must create card and guest pass information for each membership category included on your Membership Form.
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In the Message box, enter the text to appear for the website user to read, such as the maximum number of cards each primary member should have. |
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Enter the number of additional cards available to the member in Maximum no. of cards for primary member. |
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To allow members to identify who the additional cards or guests are, select Allow member to specify the names and relationships of additional members. |
You can designate the maximum number of additional members in the No. of additional members field and select the relationship types to include as options for your website users. The Raiser’s Edge determines the available relationship types.
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Select the fund to credit the dues amount. |
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To allow your members to view subcategory information, select Include Subcategories. |
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In the Caption field, enter the text to appear on your website to inform the member that the subcategory is being viewed, such as “Membership Subcategory.” |
Select the checkbox for each subcategory you want to appear on your website. The offline membership record determines the available subcategories.
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Select the benefits included with this membership category. |
Benefits appears next to the membership category on your website. To view benefit details, the site user can click this link.
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Select Show Quantity, Show Total Value, and Show Comments to display these details for the benefits of your membership categories. The Raiser’s Edge determines the available membership benefit information. |
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In the Benefits Form Message box, enter the text to appear on the Benefits screen. When a user clicks Benefits, the text appears on the screen that appears under the membership category name. |
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To display benefit notes on the Benefits screen, select Show Benefit Notes. In the view only box, the benefit notes text from the membership record in The Raiser’s Edge displays. |
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Under Payment Options, select whether to allow website users to pay for memberships with other transactions, such as donations or event registrations. |
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a.
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To allow website users to pay for multiple transactions at one time, select Use payment part. The Payment frame appears. In the Payment page field, select the web page to use to process donations. The Payment part on the selected page determines the payment methods and merchant account used to process memberships. For information about the Payment part, see Payment. |
In the box, enter the text to appear on the payment page after a membership is added. To format the content’s appearance and layout, use the HTML editor. For more information about the HTML editor, see HTML Editor.
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b.
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To require website users to pay for memberships one at a time, select Proceed directly to payment. The Confirmation Screen, Merchant Account, and Payment Methods frames appear. Enter the necessary information in these frames, as described in the following steps. |
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Under Confirmation Screen, select options for the membership summary that appears after a user submits a membership. |
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To use the program’s default confirmation screen, select Use default confirmation screen. |
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To customize a confirmation screen, select Use custom confirmation screen. The HTML editor appears. The program’s default confirmation screen appears in the HTML editor for you to customize according to your needs. |
In the box, edit the content to appear for the membership summary. To format the content’s appearance and layout, use the HTML editor toolbar. To include personalized information, use merge fields. For more information, see HTML Editor.
Tip: Customizations for the confirmation screen remain even if you select Use default confirmation screen. To remove your customizations for the screen, select Use custom confirmation screen and click Restore default content. The program’s default confirmation screen appears in the HTML editor for you to customize again.
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Under Merchant Account, select the merchant account to use to process credit cards, such as your Blackbaud Merchant Services account. |
The system administrator sets up merchant accounts in Administration. For more information, see Merchant Accounts.
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Under Payment Methods, select the payment methods to offer to website users. |
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Click Next. The Acknowledgement Email screen appears. |
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Create an acknowledgement email for website users who use the membership form to join or renew a membership. You can use the default text provided or enter different text. |
Tip: When you edit a Membership Form, you can click Acknowledgement Email to access the Acknowledgement Email screen. For information about how to design an email to acknowledge a membership transaction, see Design an acknowledgement email for a transaction.
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Click Save. You return to Parts. |