Managing Memberships, Donations, Events, and Online Shop on Springly – Help Center

The Memberships, Donations, Events, and Product Sales modules let you record transactions, manage registrants, and collect payments.

Below is an overview of the key features of these modules, along with links to other articles that explain how they work in more detail.

This article covers the following:

Explore the different campaign types (memberships, donations, events, or product sales)

Access

You can access the different campaigns directly from the "Forms" tab in your app.

How it works

To keep things simple, the interface is very consistent across all four modules. If you've already set up a Membership Campaign, configuring event ticketing will feel immediately familiar — the steps are nearly identical.

Overview

Your campaigns and ticketing pages are listed on their respective pages under Forms > Memberships, Donations, Events, or Product Sales.

This list shows all your active campaigns and ticketing pages in the order they were created. To view archived ones, click "+ More filters" and select "Archived" under the Status section. You can also filter to a single status — for example, showing only "Published" campaigns — by clicking the X next to the other statuses.

From this page, you can:

Edit, duplicate, or copy the link (URL) of any campaign by clicking the three vertical dots on the campaign tile, then selecting the action you want;
Manage registrants by clicking the people icon next to the campaign;
Preview the campaign online by clicking the eye icon.

To edit a campaign, click the three dots then select Edit. The page has three tabs:

A Configuration section, where you set up the campaign settings (1);
A Publishing section, which contains your publication options and sharing links (2);
The registrant list (members, donors, etc.), showing all recorded transaction details (3).

You can also manage the publication status using the dropdown menu at the top of the page.

Visibility

At the final step (5 - Publishing) of your campaign setup, you choose whether to publish it publicly. This determines how transactions are recorded:

Online: people can sign up on their own, via a shared link or a page on your website;
Offline: no public-facing campaign — you record sign-ups manually as an Administrator.

Online sales

An online campaign will be either:

published on your website (on a page of your choice);
or accessible via a link (shareable by email, social media, or embedded via iframe on an external site).

Depending on your visibility settings, your community or the general public can access the campaign, sign up, and pay using the available payment methods.

You can also register participants yourself from the administrator dashboard.

Offline sales

An offline campaign is not visible on your website — only Administrators can add registrants manually.

Key features

Memberships

Once you've created your Membership Campaign, you can add members manually.
If needed, you can also import all your memberships via Excel.

Donations

Similarly, create your Donation Campaign, then add donors one by one or in bulk via an Excel import.

Events and Product Sales

The process is the same for setting up ticketing for events and product sales, which also includes inventory management.

Go further: