Difference between revisions of "Setup the Online Membership Application"
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m (PSaeger moved page Membership Application-Setup the Application to Setup the Online Membership Application) |
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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. | |
| − | + | ==Steps to setup the application== | |
| − | + | #Click '''Setup''' in the left menu. | |
| − | + | #In the Member Options section click '''Define Membership Packages''' | |
| − | + | #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=== | |
| − | + | *Define Member Packages | |
| − | + | ||
| − | + | ===Package Add-ons Tab=== | |
| − | + | Define Package Add-ons | |
| − | + | ===Optional Fields Tab=== | |
| − | + | Determine Optional fields | |
| − | + | ===Custom Fields Tab=== | |
| − | + | Add Custom fields | |
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Revision as of 14:17, 10 September 2015
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.
Contents
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.
Steps to setup the application
- Click Setup in the left menu.
- In the Member Options section click Define Membership Packages
- 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
- Define Member Packages
Package Add-ons Tab
Define Package Add-ons
Optional Fields Tab
Determine Optional fields
Custom Fields Tab
Add Custom fields
