Say goodbye to long waiting lines and paper forms for membership requests or activity sign-ups.
With Springly, the Request for membership feature lets your members submit an online request to your nonprofit, upload their documents, and optionally pay online — if you choose to enable it.
This article covers the following topics:
- How the request for membership works
- Enabling the feature
- The member's journey
- Administrator validation process
- Membership payment
How the request for membership works
A person selects a membership plan and fills in their information. The administrator receives the request — no payment is required at this stage.
The request validation process works as follows:
The membership is confirmed and the person is added to the Community (a profile is created) when the first payment is marked as received (online payment), or when the request is approved by an administrator (offline payment).
Enabling the feature
1. To enable the feature, go to Settings > Feature Selection, then check "Request for membership".
Please note: enabling the Request for membership feature will automatically enable the Memberships feature (if it wasn't already active).
2. Once the feature is enabled, go to Forms > Memberships and click "Create a Membership Campaign".
This feature cannot be added to Membership Campaigns that have already been created.
3. Select Request for membership to start creating the campaign.
The member's journey
1. A person submits a request for membership through the campaign by clicking the Sign up button.
2. They then select the desired membership plan and click Continue.
By default, the price is hidden from the member. The final amount due will be determined by the administrator.
You can choose to display pricing at step 4 - Payment and confirmation of the campaign setup, by checking the "Show pricing on the site at the time of the membership request" box.
3. They provide the required information (billing address, any other details requested at step 3 of the campaign, etc.) and proceed to the confirmation step by clicking Continue.
4. The request is then successfully submitted for review.
The prospective member will not receive an email confirming their request or notifying them that they are on a waiting list. For now, they only see a confirmation message on screen after submitting. You can still reach out to people who have submitted a request for membership — individually or in bulk — from the Members to approve tab of the campaign.
Administrator validation process
Once a request for membership has been submitted, the administrator can find it by opening the campaign and going to the Members to approve tab.
By clicking on a request's details (eye icon), you can view it, edit it if needed, approve it, or decline it.
To learn more about the request approval process, see our detailed article: Approving membership requests
Membership payment
When approving a request, the administrator can choose how the member will pay:
- Online: via a payment link, provided an e-wallet is active. Once the payment is successfully completed, the person is recognized as a member and automatically added to the Community;
- Offline: payment will need to be recorded manually. The person is recognized as a member and added to the Community upon request approval, even if payment has not yet been recorded.
To learn more about managing payment following a membership request, see our detailed article: Managing payment for membership requests
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