Setting up New Member Application
Member Wizard can make it easy for you to grow membership by providing a link for you to use on your web site for members to apply and pay for membership. What's even better is that their information such as contact details feeds directly into Member Wizard so that you don't have to create them in the system.
To set up your organisation to use this functionality go to Settings/New Member Application Setup. The first tab Settings contains the information to set up the application form. The second tab Required fields allows you to specify which fields MUST be filled out in order for a member to submit their application. By default only the Last name field is mandatory.
1. New Member Instructions Type in any instructions or information you need your new member to know before they start to register as a new member. This information will appear when you new member clicks on the membership link on your website. This field is optional.
2. Select the Membership Types Allowed for your members to choose. Obviously if you have membership types in your system for Life Members or Honorary Members you would not want these included so you must tell the system which ones you want made available for new members to choose. Once you have checked the box indicating the membership types you wish to offer click your mouse outside the box to close.
3. Select the Groups Allowed that the member is allowed to choose to join within your organisation. Any group you have (see Members, Manage Groups) where the box
3. Pro Rata Fees if your organisation has fixed year memberships and reduces membership fees for new members joining part way through a year, check this box. You will be able to select whether the pro rata interval is a month, a quarter or a half year.
4. Extend membership by an extra year. Some organisations extend the new members subscription for the full following year if they join towards the end of a year. To set this up select Invoice Extra Year and then select the number of months before the end of the current year that this payment method will commence.
2. Select the Default Membership Type you wish to see displayed when members apply online. The only choices here will be those you have chosen in 1. above. Any other options you offer will be drop downs which can be selected on your website.
3. If your organisation requires new members to be approved by say your committee before joining then check the box New Members Need Approval. If you have this box checked then new members who apply online will be created with a Status of Pending. You can view all such members by going to Members in the main navigation and changing the option selected under Status at the top of the list page to Pending. Once the member has been approved you can make them Active by checking the Active box at the bottom of the member's record on the Organisation tab.
4. Select which user of your Member Wizard system will receive an email advising that a new member has applied to join in the Who Gets the New Member Email field. Only those members who have Member Wizard logins will appear here.
5. In the field Text to Display on your Website is what your website link will read. You can edit this field as required
6. In the Welcome Email box you can type the email copy that your new member will receive on application and payment.
7. Enter any Terms and Conditions your member must agree to in order to join your organisation. If these are extensive you can insert a link to the terms and conditions page of your website here.
8. If you wish to make any of the fields on the form mandatory you can do so by checking the box on the Required tab page. The system only requires Last Name or Surname field to be mandatory. We strongly suggest you consider carefully making fields mandatory as if a member does not wish to make this information known then they are effectively blocked from joining your organisation.
8. At the bottom of the page is the Copy Link to Clipboard. This will only be displayed after you have clicked the Save button. You can place this link behind a button on your website and your member will be able to then click to join your organisation. On saving their application they will then be offered the means of payment.