How to Create a Membership Sign-up Web Form
Warning: Editing your Web Form before all submissions have been processed in Eleo will cause them to get stuck in the Pending folder. It will simply keep refreshing when you attempt to process them. To prevent this, we recommend this order of operations:
-Keep up to date with processing your pending transactions
-Make the appropriate edits to your form
-Use the new Web Form link that is generated by Eleo
-Take that live link to replace your old one. It will not automatically update.
To use our Credit Card and Web Form modules, you must be either a paying subscriber or on an Eleo Opportunity Grant. Free Trials will not have access to these modules until they become monthly subscribers. You may use the Support icon of your database to contact us by phone or email with questions.
You will need to have at least one Membership created prior to creating a Membership Web Form. See the document that is titled 'How to Setup Membership Types & Levels' in the Library for assistance with this.
A few things to note about the Membership Web Forms:
- You cannot add custom fields from the membership screen to the forms at this time, but you can add custom fields from the contact and gift screens.
- There is not a recurring gift feature.
- There is not a renewal feature currently. This is for new memberships only.
- You cannot map to all the fields on the membership screen, such as: given by, note box, etc.
1) Go to Settings, and then System Settings to turn on the Membership Web Form Module. Be sure to save your changes.
2) Then, hover over Web Forms, and select Add Web Forms
3) Choose Membership for the type of form.
4) Choose the page type that you would like to make your form.
- Standalone Page: the Web Form will open in a new tab or window.
- Standalone Button: will include code for a button, which then opens the Web Form that will open in a new tab or window.
- Embedded: incorporates into the existing web page. *NOTE: Since we cannot control your website, we cannot guarantee that the Web Form will function properly, which is why there is red language.
5) Choose the fields that you would like to include on the form. *NOTE: This is just the starting point
for your form, you will have an opportunity to add additional fields later if you would like. All fields with a red asterisk (*) are required
6) If you would like to, you may add in Header and Footer images along with text. If needed, you can always add these in later on.
7) If you would like to, you may set-up a Confirmation Page and Confirmation Email. You may
also add these in later.
NOTE: There is only space to copy one person on the email during this
set-up wizard, but once the form set-up is complete, you will have the ability to copy up-to
three internal staff members on the confirmation emails
8) Save your form. Give it a name, choose the status, and the fund all the gifts should go to. Press 'Save Web Form' when you are finished.
9) Once you save the form you will be taken to the Web Form Dashboard. You may make edits here by clicking on 'Edit' to make changes to the form set-up, or click on 'Advanced' to make changes to any other part of the form.
Processing New Membership Web Form Submissions
When someone fills out this Web Form, the transactions will flow into the 'Pending' section of the Web
Form. Click on the Pending button to review these transactions.
You can then choose to 'Process' any transactions.
You will see this screen where you can set all of your membership options accordingly, and then press
'Save'.
It will give you an overview of the memberships created. You can then click on 'Exit'.
If you do not wish to process the new membership for any reason, you may press 'Ignore' on the Membership Web Form Processing page instead. This will give you a message asking you to confirm that you wish to ignore this transaction. Select 'OK' to proceed.
It will then be moved to the 'Processed' area of the Web Form for your historical records.
