This article contains a non-exhaustive list of questions we've received during webinars and support requests about the request for membership feature.
This article focuses on questions about configuring forms related to this feature. For other questions on this topic, visit this section of our Help Center: Managing Requests for Membership
This article covers the following topics:
- Configuring membership pricing & plans
- Configuring the information requested
- Other questions about form configuration
Configuring membership pricing & plans
This section specifically covers Step 2 - Membership Pricing and Plans of your form configuration.
What if there are different membership types?
Just like with immediate membership forms, you can set up multiple pricing options or membership plans (and optional add-ons) in forms with requests for membership.
💡 If a registrant selects the wrong membership, don't worry. You can correct this during the validation step and apply the right membership. To do so, go to the "Members to Validate" tab, click the eye icon (Details), change the selected membership plan, then Validate the request.
If I limit the number of spots for a specific pricing tier, when does the spot count decrease?
Does it decrease when the membership request is submitted? When the administrator validates it? After actual payment?
The spot count decreases once the membership is officially validated, which means:
- For offline payment, as soon as the request is validated;
- For online payment, as soon as the first payment is made.
For more details, see our dedicated articles: Validating Requests for Membership and Managing Payment for Requests for Membership
Can you apply discounts and/or set up automatic discounts?
No. First, it is not possible to configure discounts within this feature.
Additionally, this feature does not include the online discount system available for other collection types (standard memberships, events, online shop). However, it does allow administrators to manually specify a discount amount.
You can do this, but not at Step 2 (Membership Pricing and Plans). Discounts can be specified at Step 1, in the form description or as an attachment.
The discount is applied manually by the administrator when validating a membership.
How do you handle tiered pricing based on the number of members?
For example, you offer a different reduced rate for the 2nd and 3rd family members.
You have two options:
- Reduce the price for additional members (e.g., from $50 to $40 per membership);
- Enter a discount at the bottom of the member validation screen. The discount amount should reflect the total reduction to apply.
❗ Applying a discount creates a bookkeeping entry (see question 2 here).
How do you set up free pricing for certain members?
For example, you have a member who is an honorary member of the nonprofit and you want to offer them a free membership. To keep the accounting at $0 for this membership, simply change the membership price to $0 during validation, then validate. There will be no accounting impact.
If you want the discount to be recorded, leave the membership price as is and enter a discount for the same amount. Offsetting entries will be recorded in the books.
Configuring the information requested
This section specifically covers Step 3 - Form of your form configuration.
Managing information fields
As with standard Membership Campaigns, the information fields available in the Form section are:
- general information fields set by default in the platform;
- Custom Fields you have created for your nonprofit under Community > Settings.
For more information, see the dedicated article.
Fields can be required at sign-up, hidden, or optional.
How do you request attachments such as a medical certificate, photo release form, etc.?
As with standard memberships, you first need to create the field(s) under Community > Settings. Make sure to select the "Document to upload" field type. Once the fields are created, you can make them optional or required at Step 3 - Form of the configuration.
💡 Want to provide members with document templates to fill out and upload with their membership request? Add your templates as attachments at Step 1 - General Information of your form configuration.
Other questions about form configuration
Can you edit a form mid-year?
For example, you may want to update the description, add a new pricing tier, etc. This is possible, regardless of the change you want to make.
However, you cannot change a membership that has already been validated!
That said, the member (or an administrator) can always fill out a new form, and the administrator can send a Payment Link covering only the new option chosen by the member.
Can this feature be used on any website outside of Springly?
Yes, all forms can generally be embedded in a website not built with Springly. The integration link is available in the "Distribution" tab of your forms.
It is an iframe link that needs to be embedded in your website of choice. Learn more about iframe integration
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