When you create a Membership Campaign, Donation Campaign, Event, or Product Sales form, you can choose between two sign-up methods: online or offline.
This article covers the following topics:
Choosing a sign-up method
When creating and configuring your form or event ticketing in Springly, you can choose between:
-
Online sign-ups: people can register themselves independently, either:
- via a link;
- via your Springly website.
As an Administrator, you can also manually register people yourself if needed.
- Offline sign-ups: only Administrators can register people through the form.
You select your sign-up method at step 5 - Publish of your Membership Campaign, Donation Campaign, Event, or Product Sales form.
Membership Campaigns with requests only support online sign-up options. To learn more: How Requests for Membership work
Online sign-ups
People can sign up to your forms online in two ways:
- via a link (URL);
- via a page on your Springly website.
Sign-ups via a link
If you choose to make your form accessible via a link, you'll need to share that link with people so they can sign up. For example, you can send it by email to your community, include it in a newsletter, or post it on your social media channels or website pages.
You can also set access rules for your form to control who can sign up via the link. For example, you can restrict access to members of your community, or to specific groups within it (Members, Donors, static or dynamic groups, etc.).
Important: if you have restricted form access to certain groups, members of those groups will need to be logged in to their account to access the form.
Sign-ups via your website
Publishing your Membership Campaign on a page of your Springly website makes it visible to anyone visiting your site. You can create a dedicated page for it or add it to an existing page.
If you want to restrict form access to specific people in your community (for example, only contacts already in your database), simply publish the form on a page with restricted access. For more details, see this article.
Sign-up dates
After choosing whether to publish via a link or a website page, you can also set a date range during which sign-ups will be open. This is optional — but setting dates lets you automatically close registrations and avoid receiving sign-ups after the deadline.
Example: if you're running a membership campaign for the 2023–2024 year between 09/01 and 09/30/2023, set those dates — people won't be able to sign up after 10/01/2023, even if they still have access to the form.
Sharing your form online
Click Publish when your form is ready — you'll be automatically redirected to the Share tab.
From here, you can share your form more broadly via:
- the link (URL) — share it with anyone who wants to sign up;
- an iframe link — embed the form on external websites other than your Springly site (this article explains how);
- the Calendar — add the form to a calendar on your Springly website.
These options are available regardless of which online publishing method you chose (link or website page).
For more details, check out our dedicated article: Sharing your forms: Membership Campaigns, Donation Campaigns, Events, and Product Sales
Registrants can then sign up and pay using one of the available payment methods (to learn more: Setting up payment methods for a form (memberships, donations, events, and product sales)).
You can view all sign-ups and their details in the last tab, labeled Members / Donors / Registrants / Buyers depending on the type of form you're working with.
In summary, online sign-ups offer the following advantages:
- People fill out the form themselves;
- Administrators can also add someone manually;
- Online payment is available;
- Publish via a link or on a website page.
Offline sign-ups
In this case, the form or event ticketing will not be published online. It lets you manage sign-ups on your end by manually adding Members, Donors, Registrants, or Buyers.
In the form settings, at step 5 - Publish, select No public form before clicking Publish.
Sign-ups only happen when an Administrator manually adds them from the registrant list.
This keeps you in full control of the sign-up process while benefiting from better tracking and automatic recording of accounting entries.
Learn more:
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