Create a membership signup page

1. From Management, click DIY Online Forms. The DIY Forms page appears.

2. Click Create a New Page.

3. Click Membership Signup Page. The eTapestry Styles window appears.

4. Select the style you want to use as a template for your page. You can edit the content and design of your form later.

5. Click Next. The configuration page appears.

6. Under General Settings, in the Name field, enter a name for your page. This is an internal name for your reference and does not appear on the page.

7. Enter a description for your reference. This is optional and does not appear on the published page.

8. In the Title field, enter a descriptive title for the page. The title appears at the top of the browser when visitors view the page.

9. In the URL field, enter the URL extension you want to use for this page. The extension appears at the end of the web address for the page.

10. Click Next.

11. Under Email Settings, to send an email confirmation to members when the form is submitted, select Send the donor a confirmation email?

12. In the From what address? field, enter the email address from which you want confirmation emails to be sent. This is the email address your members will see when they receive confirmation emails from you after they submit the form.

13. In the Subject field, enter the subject you want in the confirmation email to members.

14. In the Confirmation Email Template. field, select the template you want to use for confirmation emails. If you do not choose to send confirmation emails, leave this field blank. The options that display represent the templates available in the communication area of your database. If you do not see a template that fits your needs, you can create a new template or edit an existing template in communication. For more information, see Create an Email Template.

15. To send an email confirmation to yourself when the form is submitted, select Send your organization a confirmation email?. You receive the confirmation email every time a visitor completes and submits the form. To learn more about this standard email, see Automatic Notification Email

16. In the To what address(es)? field, enter the email address where you want to send the notification email. This is normally someone in your organization. Separate multiple email addresses with a comma.

17. In the Subject field, enter the subject you want in the confirmation email to your organization.

18. To generate a receipt number to include on the donation confirmation email, select Generate eReceipt.

    Warning: If you select to generate receipts on transactions from the page, all gifts will be marked as final.

    Tip: In eTapestry, when you include receipt information as a part of your email confirmations, you are creating an "eReceipt" by definition.

    To send the eReceipt, the donor confirmation template you select in the Confirmation Email Template field must include the Generated Receipt Number merge value or the eCommerce Details widget. When you select to generate eReceipts, eTapestry automatically includes the next unique receipt number that is available in the database on each receipt.

    Note: When (None Selected) appears in the Confirmation Email Template field, the default template eTapestry uses automatically includes eReceipt information.

19. Under Basic Settings, to include a comments box in the form, select the Include comments box? checkbox.

20. In the Default Country field, select the country you want to display as default in the address block of the form.

21. If you want to edit the success message users will receive when they complete your form, select Edit Message. The Edit Success Message Text screen appears. On this screen, you can enter a custom message that displays to users who interact with your DIY form. For example, if a donor gives a gift through an Online Giving form you create, you may want to show them a message thanking them for their donation.

    You can include the following data merge fields in your custom success message:

    • [CN] = Constituent Name
    • [RA] = Received Amount
    • [EM] = Email
    • [ON] = Organization Name

    In order to add these data merge fields into your success message, you will need to enter the data merge field names into the message editor exactly as they are listed above or else your data will not merge correctly.

    Once you are satisfied with the content of your message, select Update.

    Note: In order for the custom success message settings to take effect for existing DIY forms, you will need to republish your form. To republish your form, from the Onine Forms Editor page, select Go Live. We recommend you test the your changes to ensure the message appears as you have intended.

22. Click Next.

23. Under Page Type Settings, in the Transaction Processor drop down, select the processor you want to use for payments received through this form. To allow electronic fund transfers through the form, select the Include ACH/Direct Debit checkbox.

    For information about how to add a transaction processor in eTapestry , refer to eCommerce

24. Click Select Fund(s). The Select Fund(s) screen appears.

25. Click the name of a fund to select it. You must select at least one fund where donations will be tracked. To select additional funds, click the names of the funds. If you select only one fund, all payments default to that fund and the field does not display on the form. If you select more than one fund, a fund field appears on the form and users select which fund to use.

26. Click Update to save your fund selections.

27. You can select a campaign for payments made through this form. Only one campaign can be associated with the form. If you select a campaign, payments made through this form default to the campaign, and no campaign field appears on the form. A campaigns is required only if they are configured as required in the database. To select a campaign, click Select a Campaign.

    You can select an approach for payments made through this form. Only one approach can be associated with the form. If you select an approach, payments made through this form default to that approach, but no approach field appears on the form. An approach is required only if they are configured as required in the database. To select an approach, click Select an Approach.

    If you use the optional Advanced Security Module, you can add page and record security. For more information, see Advanced Security.

    If you want to track a value for a field automatically when a constituent submits this form, you can add a hidden field to the form, which does not appear on the published form. For more information about hidden fields, see Hidden Fields.

28. Click Submit to create the page and begin editing it.