Announcing Self-Serve New Member Sign Up in Membee!
Now people who visit your website and want to become members can use the New Member Sign Up form to join and pay for their membership online. The addition of a New Member Sign Up form to the Profile Widget gives you and your prospective members the convenience and advantages of self-serve. It doesn’t matter …
Now people who visit your website and want to become members can use the New Member Sign Up form to join and pay for their membership online. The addition of a New Member Sign Up form to the Profile Widget gives you and your prospective members the convenience and advantages of self-serve.
It doesn’t matter if your members are People
OR organizations –
You can create a customized sign up profile that fits the bill to reduce your internal new member administration while making the sign-up process as friendly as possible for prospective members.
- Is easy to use – accept new memberships from your existing site
- Notifies your staff when a new member sign-up is submitted
- Sends a notification email to the person when their member sign up form is completed and accepted
- Automatically creates a new member record and uses the information entered to update profile and contact information when accepted by your staff
- Can accept file uploads in those cases where you require additional credential information from the person in order to accept their membership
- Multiple versions can be created so that you can accept sign ups from all your member types even if the billing and membership details are different
- Choose which fields the new member completes
- Make completion of certain fields mandatory if you wish
- Add your own descriptive name for the fields
- Add your own “help” and “Instructional text so that the new members complete the form correctly
- Can be set to automatically assign programs and roles based on membership type
- Can be set to assign new members to committees or access groups
Better for Potential Members:
- The self-serve option lets your member sign up right on the spot when they are at your site and are interested in becoming a member
- Online credit card payment is conveniently accepted at sign up
Better for Staff:
- No membership billing template setup required – this can be done automatically if you choose
- No need to send an invoice – it is created automatically once the new member sign up is accepted
- No collections required – payment is received on sign-up
- Can be set to automatically issue login information to the new member if you choose
- Use Membee’s dues formulas to calculate dues for the new member
- Configure the form to prorate dues amounts if needed
- Gather different information to different membership types if required.
Deployment is Easy:
Deploying the new online member sign up form is simple:
- Just configure the settings in the Add A New Member Profile Widget
- Copy a bit of script
- Paste the script into one of your web pages
- Control the look and style of the New Member Sign Up Form by applying CSS styles in the Widget control
- Need to make a change to one of the settings? Just make an adjustment in the widget, save, and refresh your page. The change is live – no need to revise the script on your site.
Click here for information on Setting up and Maintaining Your New Member Application Form. Remember you’ll need to login to see the article so have your Membee username and password ready.