Creating a Membership Campaign lets you manually record memberships as an Administrator, or let your members sign up online on their own. Either way, you save valuable time managing and tracking memberships.
This article covers the following topics:
- The benefits of managing memberships in Springly
- Setting up your Membership Campaign
- Saving and publishing your campaign
The benefits of managing memberships in Springly
Managing your memberships in Springly lets you take full advantage of the platform's built-in automations.
When a membership is recorded through your Membership Campaign — whether by an Administrator or the Member themselves — here's what happens automatically:
- The accounting entries for the membership and its payment are recorded automatically;
- The Member and their information are saved in your Community (if the contact already exists, the membership is simply added to their profile);
- Invoices or receipts are generated and sent to the Member automatically;
- You can offer online payment by credit card.
All of this adds up to a significant time savings.
Setting up your Membership Campaign
Your existing Membership Campaigns are listed under Forms > Memberships.
If no campaign has been created yet, you'll be prompted to create your first one directly from this page.
You'll land on the campaign creation page, where you choose between two types of campaigns:
- Immediate membership: the standard option — Registrants are recognized as Members right away;
- Request for membership: applicants must be approved by an Administrator before they're granted Member status. This lets you screen requests before accepting them.
This article provides a general overview of the steps involved in setting up a campaign.
To learn more about managing Request for Membership campaigns specifically, check out this section of the Help Center.
1. General Information
This is the essential information that will be visible on your Membership Campaign.
Enter the name of your campaign in this section (required).
The description and image are optional, but we strongly recommend adding them — they help attract Members. You can also include terms and conditions, terms of sale, or attachments.
Use this section to explain how your membership process works. The more information you provide, the clearer the experience for your Members. You can update this content at any time.
2. Pricing & Membership Plans
This step is where you build your pricing structure using membership plans.
You must offer at least one membership plan. You can also add optional add-ons (e.g., a class or workshop selection).
For each membership plan, you must specify:
- The plan name: this will be displayed on your Membership Campaign;
- The price: either a suggested price, a free-entry amount, or free of charge;
- The period during which someone with this membership will be recognized as a Member (they'll have a yellow badge in your Community). Three options are available:
- Fixed date range: Members are registered for a set period you define, regardless of when they sign up;
- Rolling duration: Members are recognized for a set length of time starting from their sign-up date. For example, a 12-month membership starting January 5 expires on January 4 of the following year;
- Lifetime membership: Members retain their status permanently.
The "Lifetime membership" option must be enabled before you can use it in your campaigns. To do so, go to Settings > Forms & Ticketing > Advanced Settings section (at the bottom of the page) and turn on Lifetime membership.
Once you've created your first membership plan, click + New to add more plans.
Pricing types
- Membership plan: required — this is the core of the membership;
- Optional add-on: for example, a class or workshop selection;
- Product sale: a complementary item sold alongside the membership (e.g., a uniform or equipment).
Click the gear icon to expand additional details.
To go further, check out the article on managing pricing.
Advanced options
You can fine-tune your membership campaign settings by going to Settings > Forms & Ticketing.
From there, you can:
1. Customize the information and pricing displayed on your campaigns
- Limit the total number of participants per campaign;
- Limit the number of participants for a specific price tier or plan;
- Limit the number of sign-ups per person for a given campaign;
- Restrict certain price tiers or plans to specific groups in your community.
To learn more about this setting, see our dedicated article: Controlling the number of Registrants on forms and ticketing
2. Automate and customize actions triggered by sign-ups on your membership, donation, or ticketing campaigns
- Assign people who chose a specific plan to a group (fixed groups only);
- Assign each membership to a specific accounting category;
- Send a confirmation and sign-up receipt for manually added entries;
- Create discount rules based on group membership or the number of participants in the same campaign.
To learn more about this setting, see our dedicated article: Setting up automations between your campaigns and other features
3. Display settings
- For a Membership Campaign, Donation Campaign, or ticketing event, you can choose whether to display the list of participants.
To learn more about this setting, see our dedicated article: Displaying participants for an Event
4. Other advanced settings
- Lifetime membership: if you want to offer this type of membership on your campaigns, enable this setting. For more details, see this section.
- Checkout customization: customize the landing page shown after a membership, donation, or event sign-up is confirmed. You can also enable the cart system, which lets people participate in multiple campaigns before checking out.
To learn more about this setting, see our dedicated article: Customizing the checkout experience and enabling the cart system
Pricing groups
If you offer a large number of pricing options, you can organize them into pricing groups to keep the display clean and easy to navigate. See this article for more details.
Discounts
You can add discounts to offer preferential pricing to certain Members. How they work is covered in detail in this article.
3. Form
Form settings
This section lets you collect information about your Members when they sign up.
Here you'll find:
- The general information fields set by default in the platform;
- Any custom fields you've configured for your nonprofit under Community > Settings.
The information entered by the Member will populate their profile, accessible from the list of registered Persons. For more information, see the dedicated article.
Fields can be set as required at sign-up, hidden, or optional.
Note: if you don't make the email field required in the general information section, Members won't be able to log in to their account.
Information displayed at renewal
When a Member renews, Springly only displays fields that haven't already been filled in, reducing the number of fields to complete and keeping the process streamlined.
Sometimes information that was filled in the previous year needs to be updated at renewal — for example, a class or workshop selection.
In this case, we recommend deleting the fields at the end of the membership period and creating new ones. This clears any previously entered values so the field appears again at renewal. Alternatively, you can create a field per season or period (e.g., "certificate 2022" and "certificate 2023").
4. Payment and confirmation
Payment methods
If you've opted for an online campaign, you can offer your prospective Members multiple payment methods.
Online payments (in one or multiple installments) are collected through your E-wallet. To collect without restrictions and transfer funds to your organization's Bank account, follow the steps described in this article on E-wallet Verification.
If you manage your accounting in Springly, remember to use the cash deposit and deposit slip modules to record check or cash payments in your Bank account.
For more information about installment payments, see the following article: How installment payments work
Confirmation email
You can personalize the message in the confirmation email — a great opportunity to add a personal thank-you note.
A Tax Receipt is issued for the entire cart. If not all price tiers qualify for a Tax Receipt, create separate campaigns. Invoice generation is only available when Tax Receipt issuance is disabled for the campaign.
5. Publishing
The first question to ask yourself is: do you want people to be able to sign up on their own through your campaign?
If the answer is "yes" (which we recommend), choose one of the first two options:
- Via a link
- Published on the website
This won't prevent you from adding people manually.
If the answer is "no", select "No online membership". Just save, and you're done.
This article explains the difference between an online and an offline campaign.
To go further, check out the article on manually adding a Member.
Let's assume you've chosen online memberships — here's the final configuration step.
Publishing via a link
Specify who can access the page:
- Anyone with the link you've shared;
- Or specific people based on custom rules (Community, Members, etc.). In this case, they'll need to be logged in to their account on your Springly platform.
You can also set availability dates for your Membership Campaign. Outside of these dates, people won't be able to sign up. Administrators can update these dates at any time — for example, to extend a campaign.
Publishing on the website
The On the website option publishes the Membership Campaign on a page of your Springly website. For the campaign to be visible, the page hosting it must be added to a site menu under Website > Menu.
As mentioned above, you can set availability dates for your campaign.
For the campaign to be accessible via this link, your website must be active (not in maintenance mode). You can manage this under Website > Settings & Theme.
Saving and publishing your campaign
Once all sections are configured, click Save.
The campaign status will then appear as Published. You can change this status at any time by switching the campaign to Draft, Sales suspended, or Archived.
If saving fails, the section causing the issue will be highlighted in red. Complete the missing information and save again.
If you saved your campaign as a draft just to preview how it looks, don't forget to go back to the Configuration tab, change the status from "Draft" to "Published", and save again.
Now it's time to share your campaign link so people can sign up! You'll find it in the "Distribution" tab. This is also where you can publish the campaign on an external website by embedding it as an iframe.
Go further
To dive deeper into the topic, we recommend the following articles:
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