View or Create your Membership Application Form

Step-by-Step Instructions

1. Go to Memberships, click Settings and select Application Forms. The page opens as Membership Settings.
   
2. The membership application forms currently set up in your system are listed with their names and descriptions. Click the Add button to create a new application form, or click the name of the form you want to edit.
   

3. On the Edit Membership Application Form screen, customize the following:

   • Name: provide a name for the application form. This name is used internally.
   • Description: provide a description of the application form. This description is used internally.
   • Options: tick the options you want for this form.
     • Allow Single Chapter Selection: if you are using chapters, tick this to let applicants pick their chapter on the form. Only use it when applicants may select one chapter.
     • Display Membership Type Description: tick this to show the membership type description on the form.
     • Collect Contributions: REQUIRES THE FUNDRAISING MODULE. Tick this to collect donations to your fundraisers from the people completing the form. When it is ticked you can choose which campaigns appear, from the Display Only These Campaigns list, and pick a Fundraiser Receipt Template. You must subscribe to the GrowthZone Fundraising module and be using membership application V1 for this to work.
     • Automatically Approve Applications: tick this to approve online applications automatically. If it is clear, the new applicant is still created in your database but their membership status stays Pending Approval until a staff member approves it.
     • Order Memberships Lowest Price First: tick this to order memberships from lowest price to highest on your website. If it is clear, the order runs highest to lowest. If you want to set the order yourself, leave it clear and reorder the types under Display Only These Memberships.
     • Collect Lists/Committees Subscriptions: tick this to show the lists and committees you have configured as Public Can Join, so applicants can select the groups they want to join.
     • Hide Pricing on Membership Selection: tick this if you do not want membership prices on the first page of the form. Pricing is then shown only when the applicant reaches the payment page.
     • Display matches for Businesses: tick this for type-ahead matching of existing businesses when an applicant enters an organization name. This helps prevent duplicate records.
     • Show Additional Confirmation: tick this to raise a pop-up when the applicant clicks Submit, so they can confirm their agreement before final submission. You then define the Additional Confirmation Message that appears on the pop-up.
     • Hide Prorated Total: tick this to hide proration totals on your application. Only full-term amounts are shown and the Due Today row is not displayed.

   

4. Set the remaining fields:
   • Display Only These Memberships: choose which memberships to show online. By default all memberships are displayed. NOTE: to let applicants choose more than one membership type, enable Allow Multiple Membership Purchases on Member Application first — go to Memberships, click Settings and select General Membership Settings. See General Membership Settings for further information.
   • Email To Send On Completion: an email is sent automatically to the applicant when they complete the application. A default Membership Application Confirmation Email template is selected; choose a different template from the list if you prefer. See Create and Manage Email Templates for how to work with templates.
   • Include these Membership Add-ons: select the add-ons you want on the membership application. See Membership Application Add-on Items for further information.
   • Completion Page Url: enter the address of the page you want the applicant sent to after completing the application.
   • Submit Button Text: customize the text shown on the submit button.
   • Url: the address of this membership application form is displayed here. Click it to preview the form.
5. Tick Require Acceptance of Privacy Policy if applicants must accept your terms before they can submit. When it is ticked you can choose from the terms you have already established under Select Terms/Acceptance, or create a new one by clicking the plus sign. See Payment terms, invoice terms and terms & conditions for how terms are set up.
   
6. Enter the text the applicant sees:
   • Instructions: the instructions displayed on the application form. You can use the standard formatting icons — bold, italic and so on — and add images or links.
   • Completion Message: the message shown when the applicant completes the application. The same formatting options apply.

7. Further settings are available from the Advanced Options check box, which sits in the footer of the dialog beside Delete, Cancel and Done rather than inside the form.

   • After Completion, Create a new Hub Account: tick this to have the applicant create their Info Hub log-in after submitting the application. A Create an Account in the Hub button is then included on the confirmation page. NOTE: Automatically Approve Applications must be enabled for this option to appear.

   

8. Click the Done button to save the application form.