Creating a Membership Form will allow web visitors the ability to purchase a membership online - depending on the format of the form itself, you can offer all active memberships, select specific memberships that you'd like to offer, or even provide a default membership to display on your form!
After creating the form itself, you can embed it on your website and it will filter into Virtuous as a part of gift entry.
To get to Forms, you'll need to open the navigation menu, select marketing --> Forms.
From there, use the actions dropdown to select create membership form.
Give your form a unique name and if applicable, set a default project and/or segment code and don't forget to toggle on the Is Form International button if your donor base includes international members.
Within the membership form builder you'll notice that there are 4 standard fields that you are not able to delete: Membership, First Name, Last Name, and Email Address. These are the minimum required fields for a successful form entry.
All of the other customizing of fields (adding, moving, removing, and editing) will operate just like any other giving form. Check out more here!
Editing the Membership Type field will allow you to customize the options available.
Selecting the "Use all Membership Types" will allow for all active membership types to be available to the donor filling out the form.
Choosing the "Select which Membership Types to use" will allow only the options selected below to be available to the donor filling out the form.
Select a Default Selection to be the option that is presented when a membership form is opened. This is a great opportunity to gently recommend the most popular or impactful membership option to donors. You can then add a field label, help text, and placeholder data to assist your donors in making their selection.
Lastly, as an advanced option you can enter CSS Class to continue any internal branding structure you have set up for your website or forms.
Once you've fine tuned all of the details for your membership form you're ready to move onto the submissions settings of the form builder.
On the next screen, you'll be able to specify what your donor will see once they make a donation. You may choose to have a thank you message appear directly on-screen, in place of the donation form, or have them redirected to another page on your site. The thank you message should be brief; you will have an opportunity to send a receipt or thank you as part of your usual gift processing.
Once you've created the form submission settings to include all of your needed messaging, click next to get to the information needed to embed your form onto your website.
Once your donation form has been published, you'll need to post it to your website. On the embed page, you'll have the option to either copy the code snippet to your clipboard so you can paste it into the correct page on your site, or you can send it directly to your web developer.
As you edit your form, you can click on the Actions menu in the upper right to save or view a preview of your donation form. Once you have finished editing, you will need to publish your form to make it available for use on your website. When you are ready, save your form and click Next to complete your form!