Learn how to create a membership form in this step-by-step guide.

There are a few steps you must take before you can build a form in the CRM. This help guide will cover how to create a membership form.

 

Recommended Reading Before You Start

• How Do I Create & Manage Membership Levels?
• Membership Settings

Content

Create a Membership Form

Form Builder

Edit an Existing Form

Instructions

Create a Membership Form

1. If you do not see Forms & Pages on the main navigation bar, Select View More from the dashboard menu bar
2. Select Forms & Pages from the navigation bar. Then select Forms.

3. Select New Form and Membership from the drop-down menu.

Form Settings

 

	Field Name	Description
A.	Name this Form	This is an internal name for your form
B.	Form URL	You can customize the end of your form URL
C.	Form Type
	Individual Only	The available membership levels include No Group or Household Group Memberships
	Company Only	The available membership levels include No Group or Company Group Memberships
	Individual & Company	This will allow for all membership levels to be added (No Group, Company Group, and Household Group).

D.	Membership Levels	Select the membership levels that should be available on this form. Note: the list of available membership levels will change based on the form type. For example, a Company Group Membership level will not be available for an Individual Membership form.
E.	Constituent Login	Choose whether you’d like to require members to login to access this form, make login optional, or hide the login option.
F.	Login Prompt	If you choose to Allow (but not Require) Constituent Login, turning on the “Login Prompt” toggle will add a pop-up login reminder when members arrive on your form.
G.	Select your add-on options	Turn on the Donation Add-on toggle if you would like to ask members to make an additional, optional donation beyond their membership fee. You can select the campaign associated with the add-on donations when you add this to your form (or by going back to the Form Editor and selecting the box that contains the add-on option and selecting the campaign from the dropdown menu)

Note:  Donation Add-On settings are controlled in the Form Editor.  You will be able to add a Campaign, configure donation frequency (one-time or recurring donation), and customize the label used for the add-on option.

Note: You will not be able to turn on the pop-up button feature in forms when you have PayPal added to the form.

H.	Select your payment options	In addition to Credit Card, choose whether to offer ACH/eCheck, PayPal Button, Pay Later, or Card Swiper payment methods. The options visible here may change based on the payment methods configured in Global Settings.   Note: To use Pay Later, Pay Later system email should be enabled. System Email Overview When the Pay Later toggle is enable on a membership form, the checkbox for "I would like to automatically renew my membership" default should be unchecked. If the Automatic Renew checkbox is checked, it will not provide the Pay Later option at checkout. Changing this default to unchecked can limit confusion for your members.
I.	Select a design for your form	Choose from the list of saved Themes. You will have the ability to customize these designs later.

Form Builder

The form builder include these sections:

	Page Editor
	Form Editor
	Theme Editor
	Exit Page
	Sharing
	Settings

 

 

Page Editor

These sections are for editing different parts of your form. You can toggle between these sections by using the icons on the left side of the screen.

1. Select Page Editor

	Field Name	Description
A.	Form Alignment	Select whether the form is aligned left, center, or right within the page.
B.	Overlay	Choose to have a light, dark, or no overlay. This is the overlay that appears in the header of the form page and as the background of the content box.
C.	Title	Add a title to your form
D.	Describe your cause	Add a quick descriptor
E.	Media	Add one photo or video to the form page. Import media using a URL, browse previously uploaded media in your system or select a free image from the Unsplash library.

Form Editor

Use the Form Editor to customize the fields, requirements, and layout of your forms.

1. Select Form Editor.

In this section you will be able to Add Fields.

Any grayed-out fields have already been selected. 

2. To add fields to your form, drag them from the left menu onto the form page.

If any of the membership levels included on the form are group memberships, there will be a separate page added to the form for Sub-member information. You can drag and drop new form fields into the sub-member page, as well. This page will be hidden if no group memberships are present on the form. If a group membership is added later the page will reappear on the form. 

3. Select any field on the form to customize it further.

For example, select the Membership Levels box to open options to Show/Hide the price label, reorder the membership levels on the form, and select a default membership level.

For some fields, such as Name and Address, select the field to adjust the specific questions asked. For example, with the Name fields you can choose to include Middle Name, Prefix, and/or Suffix on your form, or keep it short with just First and Last Name.

 

For all fields that are not required by Neon CRM (Name, Payment Information), you can choose whether the field should be required or optional and whether to include a field description or instructions for your members.

Theme Editor

In the theme editor section, you can select which theme you'd like to apply to your form. This controls the general colors, header links, footer, background color and images, and font of your form. 

1. Select Theme Editor

2. Select one of the existing System Themes or one of your own themes from the My Themes section to set this theme for the form. 
3. Navigate to My Themes, then select New Theme to create a new theme for the form. Or, select the three-dot action menu under a theme to navigate to edit or copy an existing theme.

Note: Changes to an existing theme will apply to all forms using that theme.

Exit Page

After a constituent submits your form, they land on an exit page. You have two options for creating your exit page:

• Standard Exit Page
  With the Standard Exit Page, you can add a custom message. You can use the {{Constituent First Name}}, {{Constituent Last Name}}, {{Constituent Name}}, and {{Constituent Email}} tokens to populate data that the constituent entered on the form to further personalize the exit page. There are three additional tokens for membership forms: <<Membership Level>>, <<Membership Term Start Date>>, <<Membership Term Expiration Date>>.
  Add buttons if you’d like to link your constituents to external pages. The buttons will automatically alternate light and dark backgrounds based on your theme colors.
  
  Enable Allow for social sharing from the exit page to add social media icon links that will make it easy for constituents to share the form to their social media pages.

• Custom Exit Page
  To direct constituents to your own web page after they complete the form, you can paste the link to an external web page in the Custom Exit Page URL  section.
  

Sharing

1. select Sharing

2. Embed Code allows you to embed your form directly on your website.

3. Create and download a scannable code for your print materials that helps constituents find your form.

3. Display a branded, animated button anywhere on your website that, when clicked, opens your form as a pop-up.

Settings

Form settings include:

• Form URL
  You can customize the end of the URL path to be specific to your form.

• Membership Levels
  Adjust the membership levels available on your form. Keep in mind that these may be limited based on whether your form is for Individuals or Companies.
  
  
• reCAPTCHA
  Turn on this option to show a reCAPTCHA challenge for every form submission. 
  
• Constituent Login & Type
  Choose whether the form will create individual or company accounts, or whether the constituent will be able to choose whether they are filling out the form as an individual or on behalf of a company. Changing this setting after creating the form may remove Membership Levels from the form if they do not apply to either individual or company memberships. You will see a warning screen before completing this setting change.
  
  Choose whether to allow or require constituents to log into the Constituent Login Portal before filling out a form. When constituent login is enabled, a Login button will be added in the top right corner of the form page. When login is required, a login prompt window will appear, and constituents will have to log in before proceeding with the form.
  
  
  
  For forms where login is allowed but not required, you can also choose to add the Login Prompt to your form, and constituents will have the option of closing the prompt window if they wish to proceed without logging in.
  
  
  
•  
• Add-ons
  Add or Remove the Donation Add-on option from your membership form.

• Payment Settings
  In this section for donation forms, select the payment methods (Card,ACH/E-Check, PayPal Button, Pay Later, Card Swiper) that you'd like to allow constituents to pay with.
  
  
• Publishing Your Form
  Once you have completed creating your form, select the Publish button in the top right corner of the page to publish the form and save your final changes. A pop-up box will appear where you can copy your form URL.

Edit an Existing Form

To edit an existing form created with this Form Builder,

1. Navigate back to Forms & Pages and select Forms.
   
   The forms list page will show the list of account and donation forms built with this form builder. You can filter by date created, type (Donation, Account, Membership), and status (Published or Unpublished) to view only certain forms. You can also save these filters if you'd like to see certain forms by default on this page (for example, published forms).
   
   
2. Configure the columns shown on this list page by selecting the pencil icon in the top right corner of the page. Toggle between the compact and comfortable page view to adjust the amount of detail shown.
   
   
3. Next to each form, select the three-dot action menu to view the form, edit the form, duplicate the form, or unpublish the form.
   
   
   
   
4. To copy the link for an existing form, select the name of the form from the list, and you will be directed to the detail page for that form. From the detail page, you can view the form, copy the form URL, edit the form, and see/search all form submissions
   
   

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