How do I create online membership forms?

Online membership forms allow supporters to join your organization, renew memberships, and make associated payments all in one seamless process. 

Step 1: Access Online Actions 

1. Log in to EveryAction 
2. From the left-hand side bar, click Engagement> Communication Tools> Online Actions   
3. Or you can use the “Search for a page” field and type “Online Actions”. 
4. Click "Create New Form" 
5. Select "Contribution" as the form type (membership forms use the contribution framework) 

Step 2: Configure the Basics 

1. Enter a form name indicating it's for memberships 
2. Add a title like "Become a Member" or "Renew Your Membership" 
3. Set a vanity URL if desired 
4. Configure basic settings like CAPTCHA and FastAction 
5. Click "Next" to continue to the Build Page step 

Step 3: Set up membership options 

1. On the Build Page step, add content explaining membership benefits 
2. Scroll to the "Tribute Gifts and Memberships" section 
3. If you don't see this section, click "Add a Section" and select "Tribute Gifts and Memberships" 
4. Check the box to "Enable Memberships" 
5. Configure membership options: 

• Add different membership levels with descriptions 
• Set prices for each level 
• Specify membership duration (typically 1 year) 

Step 4: Add membership-specific fields 

1. In the "Questions" section, add fields relevant to membership: 

   Membership ID (for renewals) 

   Member since date 

   Preferences for communications 

   Areas of interest 

2. Map these fields to appropriate contact or custom fields in your database 
3. Consider which fields should be required vs. optional 

Step 5: Complete and publish your form 

1. Configure recurring options if you offer monthly membership payments 
2. Add any additional sections like employer matching 
3. Design your form to match your organization's branding 
4. Set up a confirmation page and email with membership details 
5. Preview the form to test the membership signup process 
6. Publish your form when ready 

What else do you need help with? 

• How do I create authorization card forms? 
• How do I create forms for organization submissions? 
• How do I set up peer-to-peer fundraising? 
• Understanding Online Actions