How do I create online membership forms?

Looking to collect membership dues online? You’ll build this using a standard Contribution form in Online Actions. Follow the walkthrough below to set up pricing, questions, and language that align with your membership structure. 

Step 1: Open Online Actions 

1. Start from the EveryAction homepage. 

2. In the left navigation, go to: Engagement → Communication Tools → Online Actions 

3. As a backup, you can also use the Search for a page field and type “Online Actions.” 

4. Click Create New Form and select Contribution. 

Why? Membership forms are not a separate form type—organizations collect membership dues using contribution forms and manage membership rules separately in their own internal processes. 

Step 2: Configure the form basics 

1. Give your form a name that clearly states its purpose, such as “Membership Join Form” or “Membership Renewal Form.” 

2. Add a title and headline for supporters (e.g., Become a Member Today). 

3. Set a vanity URL if you want a cleaner link. 

4. Adjust general settings such as CAPTCHA or FastAction. 

5. Click Continue to proceed to the Build Page step. 

Step 3: Add your membership levels (via pricing options) 

Because Online Actions does not have built-in membership logic, your membership options are created through standard pricing fields. 

1. On the Build Page step, review the Contribution Information section. 

2. Add fixed amounts that match your membership levels (e.g., Student – $20, Standard – $50, Partner – $100). 

3. Add descriptions for each level in the Text Label fields, so supporters understand the benefits. 

4. If you offer automatic monthly dues, enable recurring giving. 

Tip: Your internal membership logic—renewal rules, eligibility, and how gifts qualify for membership—is managed outside the form. 

Step 4: Add membership-related questions (optional) 

If you need additional fields to support membership processing: 

1. Scroll to the Additional Information / Questions section. 

2. Click Add Question. 

3. Add optional fields such as: 

1. Membership ID 

2. Member Since (date) 

3. Communication preferences 

4. Interest areas 

4. Map each question to the correct Contact or Custom field in your database. 

5. If you use employer matching or other add-on sections, enable them as needed. 

Step 5: Customize your page content 

1. In the Design Page, brand the form with your logo, imagery, and colors. 

Step 6: Configure confirmations and publish 

1. Set a confirmation page and autoresponder email. 

1. Include membership details, instructions, and next steps if relevant. 

2. Preview the full workflow and test the submission. 

3. Click Publish when everything looks correct. 

About the “Tributes & Gift Memberships” section 

You may see Tributes & Gift Memberships as an available section in Online Action forms. This feature is designed for tribute gifts and gift memberships, but it does not create or manage a formal membership record in the CRM. 
 

This section is not required for standard membership forms

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