There are several settings available to customize the overall Join Form, rather than one specific form element.
To edit these Join Form Settings, select Communication menu > Form Builder. Find the relevant Join Form and select the form name. Then, select Form Settings at the top of the page.
Payment Options:
Select whether to require a credit card payment on the form. If there are any Membership Level or Purchase Item pricings in the form, select at least one of these two options:
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Allow Bill Me: If only this option is selected, the user will NOT be prompted to enter any payment, and an open invoice will be created for the membership.
- Text: Enter the text that will appear describing the payment option.
- Do Not Set As Member If Bill Me Is Selected: This setting will prevent the new profile from being flagged as a member in the database. All other data (affiliations, member activity, etc) will be created from the form submission, but the Member checkbox will not be checked, and the profile will not be included as a member. The membership activation must be manually completed after payment is received.
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Allow Credit Card: If only this is selected, the user MUST enter a credit card and pay for the membership to submit the form.
- Text: Enter the text that will appear describing the payment option.
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Allow Member to subscribe to Automatic Recurring Billing (ARB): check this option to give members paying via Credit Card the option to set up a recurring charge using that credit card for each year.
This option has two requirements:- In Admin > Global Settings> Integrations > Credit Card Gateway, the setting MUST have "Enable ARB" checked and fully set up.
- The form MUST use Membership Levels as a pricing option. There is no configuration option on the join form for automatically creating Billing records without using Membership Levels, and ARB requires Billing records to properly create the recurring charge.
Membership Options:
- Activity Type: Use the dropdown menu to select the Activity Type that will be recorded on the new member's profile upon submission of the form.
Try creating a new "Add" membership activity type (Admin > Manage Codes > Member Codes) to specifically track joins that come from this online join form.
- Membership: by default the form is set to "Organization" based membership, so the "Member Contact Information" will contain organization name field(s) and the Main Contact will be for the related individual. If the type of membership the form is collecting is Individual-based, change this option to "Individual". The Member Contact Information will update to use the first name, last name, etc. fields and the Main Contact will be for a related organization.
- Affiliation Codes: Add affiliation codes here to be applied to profiles created by this form.
- Email Settings: add Notification email addresses to indicate a staff person who should receive a copy of any new Join Form submissions. The email contains the name of the new member, the invoice details, and a list of fields in the form with the information the member submitted. Add as many Notification email recipients as needed.
- Confirmation Email Message Text: by default, the confirmation page after submission AND the confirmation email that goes to the new member will contain the member contact information, a summary of their invoice/payment, and a copy of the form with all submitted values in the body of the email. This text block offers the option to add a message at the top of the email.