The Online Join Form is used to build a personalized, configurable form on your website where new members can enter their contact and membership information, submit payment, and instantly become member profiles in the database.
To access the Form Builder and to edit and update the text, fields, and settings of the form, go to Communication > Form Builder. The User role must have access to the 'Web Template Manager' security element to access this page.
The first time you access the form builder, a default form will load with basic contact information. Any of these fields can be edited, or select New Form Element to add more features and fields to the form.
Each field from the new form will automatically feed into the new member profile. Therefore, every question on the form must correspond with an MC Trade data field, such as affiliation code, profile contact info, revenue items, etc. Select the field, then choose custom labels, re-order items, and add supplementary headers and blocks of text to design the form as you wish it to appear online.
Submission
Each form created has a corresponding public link automatically generated to use in website navigation, including Join Now buttons on your site, email links, etc.
When a new member submits an application, a new member profile and all related profiles will automatically be created in your system. All the field values entered into the form will be mapped and saved to the corresponding field in the profile. The profile will have the "Member" checkbox checked and all billings, listings, etc. created through the process will be active.
An invoice will be generated for all Membership Level line items and/or Additional Purchase Item line items selected on the form. If a credit card payment was submitted, the payment will be applied on the invoice. If "Pay by Check" was selected as a payment option, the invoice will be created and open with no corresponding payments.
If there is a Membership Level selection on the form, the Profile Status, Billings, Listing Levels, Affiliation Codes, and Benefits will be automatically added to the new member.
For confirmation and notification emails to be sent, there must be an email address field on the form for the member profile, and it must be filled out by the applicant. (Best practice: set this field as required so that it cannot be left blank.) An email address field for the main contact will not meet this requirement.
The goal of the Online Join Form is to save you time and get your new members into the system as quickly and hassle-free as possible. Click here to get started!