In April, we’re introducing an updated Membership Form design and form builder.
Our goals are:
- Provide a simpler, faster form-building experience giving you more flexibility and more options for designing your forms.
- Improve the join and renewal experience for your members through research-backed, mobile-optimized form design.
Building Membership Forms:
Set up one membership form or a dozen forms - it’s up to you! With our new membership form builder, you can create an unlimited number of different forms.
For each form, determine whether you want to allow Individuals or Companies to join, then select the specific membership levels to include on each form. To share your form, customize the URL and generate a QR code leading members from your print materials to your form.
Drag and drop your membership levels, data fields, and form sections to customize the experience for your members.
Join/Renewal Experience for Members:
Neon CRM's Theme Builder allows forms to match your branding and style. The Theme provides a simple, distraction-free layout for members to complete their enrollment. You customize the logo, navigation menu, fonts, background color or photo, and footer.
You do not need to create separate forms for new vs. renewing members. Neon CRM will automatically determine if a member is renewing based on their membership history, whether they choose to log in to the form or they are matched to an existing CRM record by Name and Email Address.
Include a donation add-on option for members to donate beyond the cost of their membership. Allocate add-on donations to a specific Fundraising Campaign in the CRM for easy reporting.
Add submembers to group memberships with just a few clicks, and customize the data you want to collect for submembers.
New Membership Forms will be available starting on April 16, 2022. CRM Legacy Membership forms are not going anywhere, so no immediate change is needed for current CRM users, but we recommend setting aside some time this spring to test out the new forms and take advantage of the new design!