Setup the Online Membership Application

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Revision as of 14:42, 10 September 2015 by PSaeger (talk | contribs)
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A custom membership application may be integrated with your website so that applicants may complete the form online, which places the member in your database without further entry on your part.

Requirements

  • Plus or greater is required to receive credit card payment with the application.
  • Your website must be integrated using the Search Engine Optimized method of integration.
  • Your web designer or our integration team must place a link on your website that points to the Membership Application.
  • Administrator level permissions are required to setup the Membership Packages.

Get to the Application Setup Page

  1. Click Setup in the left menu.
  2. In the Member Options section click Define Membership Packages
  3. Go through each tab (Listed Below) and configure the options appropriately.

General Tab

General

Enable Member Application Form must be checked for the application to function.
Send Automatic 'Thank You' Email sends an email to the member when they complete the application. You can modify some of the wording in the Custom Text 'Thank You' section.

Payment Options

Accept 'Bill Me' Payments allows a user to complete the application without paying online. A staff person would then invoice the applicant for their membership fees. See Processing a Membership Application for details.
Accept Credit Card Payments allows a user to complete the application and pay for their selected membership package and package add-ons at the time of their application. Requires Credit Card Processing
Auto-approve applications paid by Credit Card automatically activates a member that pays their application fees online. This option shows only when accept credit card payments is enabled.
Auto-create paid invoice or receipt automatically creates the billing transaction(s) when a member pays online. This option is only available when both accept credit card payments and auto-approve applications paid by credit card are enabled.

Custom Text

Introduction This text will show at the top of the member application page just below the title.
Thank You This text will show after the application is submitted and on the automatic thank you email if enabled above.

Packages Tab

Packages
In this section you will list the different membership package options available for new member applications.

  1. Click Add New Package
  2. Add a package name and description. Both will be visible on the online application page.
  3. Display Package should be checked in order for this package to be an option online.
  4. Display Order Lower numbers are displayed at the top of the package list.
  5. Membership Type Specify a specific membership type to be assigned when that package is selected.
  6. Fee Type
    Fee: Select this to specify a dollar amount for this package but not directly associate it with a fee item. With Fee selected, the Fee Amount field must be filled in.
    Tax Set Specifies the tax set for the fee.
    Fee amount Set the amount for that membership package.
    Fee Items: Select this to specify a particular fee item that should populate when creating the invoice/receipt for this member. With Fee Items selected, the Amount and Fee Item Name must be filled in.
    Amount Set the amount for that fee in the membership package.
    Fee Item Name Select a fee item from your Fee Item List for this membership package.
    Fee Schedule: Select this to allow the applicant to lookup their fee in your provided schedule and input the amount manually on the form. To provide the schedule, click the Browse button on the Member Application Form Setup screen at the bottom of the Packages tab next to the New Fee Schedule filename field.
    Use ‘Contact Us’:Select this If there is not a set dollar amount for this package. This will place wording next to this package on the website: “Please contact us to determine the fee”.

Fee Schedule
Upload a file with your fee schedule that an applicant can view and calculate their own dues amount.

Requires a package with a fee type of Fee Schedule to be used.

Package Add-ons Tab

Package Addons are items that would be in addition to a membership package. Examples would be an additional contribution, an advertising location on your website or an enhanced website listing (Requires Premier or Pro Editions) This can also be used for a required add-on such as a membership application fee by making the add-on a required item. Steps to setup Package Add-ons

  1. Click Add New Package Add-on
  2. Populate the Add-on Name and description. Both will be visible on the online application.
  3. Display add-on should be checked for the item to show on the online application.
  4. Display Order lower numbers show higher in the list of add-on items.
  5. Required Add-on makes this add-on a requirement. Useful for items such as a member application fee.
  6. Fee Type
    Fee: Select this to specify a dollar amount for this package but not directly associate it with a fee item. With Fee selected, the Fee Amount field must be filled in.
    Tax Set Specifies the tax set for the fee.
    Fee amount Set the amount for that package add-on.
    Fee Items: Select this to specify a particular fee item that should populate when creating the invoice/receipt for this member. With Fee Items selected, the Amount and Fee Item Name must be filled in.
    Amount Set the amount for that fee in the package add-on.
    Fee Item Name Select a fee item from your Fee Item List for this package add-on.

Optional Fields Tab

You can change the visibility of each section of fields here to be either hidden, optional or required.

Hidden fields won't show on the online application screen.
Optional fields will be displayed but don't have to be used.
Required fields will be displayed and must be filled in.

Custom Fields Tab

This section allows you to display member custom fields and make them hidden, optional or required. See Member Custom Fields for steps on setting up custom fields.

Hidden fields won't show on the online application screen.
Optional fields will be displayed but don't have to be used.
Required fields will be displayed and must be filled in.