Build and Configure Membership Forms

Note: This feature is currently undergoing an Early Adopter Program and not generally available. Expect its wider release to be included in a future update.

Membership forms are customizable forms you to increase both the number of memberships to your organization and the revenue from memberships.

Create Form

From Online Giving, Membership forms, select New membership form.
Under Get started, enter a descriptive name for the form in Form name.

Enable Gifts of Memberships

Select Enable gift of membership if you want to allow those who fill out the form to purchase a membership as a gift for someone else.
Select Enable additional donations if you want to enable additional donations beyond the membership in the form.
1. Under Designation, select a designation that the additional donations will apply to.

Set Memberships

Under Memberships, select Memberships to see the list of memberships in your database.
Select the ones you want to include on the form.

Select Hidden Fields

Optionally, you can use the hidden fields to add data to the donor and recipient’s records after the form is submitted. These fields don’t display on the membership form for the donor to see.

Enter a campaign.
Enter an appeal.
Enter a constituent code for members.
Enter a different constituent code for the recipient of the gifted membership.
Select Next.

Configure Payments and Fees

Under Payment processing, enter the payment configuration for processing payments. For more information, see < >
After you configure the form, you can test it to ensure it's easy to use and not confusing to donors. By default, the form is in test mode. Under Transaction processing, select either:
1. Test mode without creating gift or membership records, to test the form without creating gift or membership records, or
2. Test mode and create one-time gift records and membership records, to create one-time gift test records while testing the form.
3. Warning: Only select Start processing donations after testing the form because you can't switch the form back to test mode or use test credit card numbers. However, when you copy a form, the copy is automatically in test mode.
Under Processing fees, configure the form so your donors, Blackbaud, or your organization covers the online transaction fees. For more information, see Fee Coverage.
Select Next.

Edit Memberships, Form Fields, and Style

To gather more information from members and change the look and feel of the form, you can add, configure, remove, and style fields, such as headers under Form.

Configure memberships

On Memberships, select Click to edit to configure how each membership. You can modify how each membership's title is displayed on the form and its description. You also must select a Designation for each membership on the form. You can adjust the dues and additional members here.
Drag and drop the memberships to reorder them.
Under Labels, you can edit the name of the select membership button and the “You’ve selected” text.
Select Done.

Primary member and billing labels

You can change the field labels on any of the primary member fields, additional gift fields, and billing information fields by selecting Click to edit on the field name, making the changes, and selecting Done.

Style the membership form

You can change the look and feel of a membership form to reflect your organization's branding and message.

The changes you can make when you select Style in the Form designer are:

Body to adjust the font type, size, and color.

Tip: Changing the body style will update the text in the Text only component, but you can still customize the font style of that text afterward.
Dividers to adjust the line type, thickness, and color of all divider lines on the form.
Headers to adjust the type, size, and color of the font. Use Border to change the color of the line under the headers.

Tip: To match the form's header font with the body, under Font, select Use font from body. This only applies to the type of font, not the size and color.
Submit button to change the font size and color, as well as its background color.

Tip: To change the text on the submit button, hover over it on the form and select Click to edit.

Note: To change the font family for the submit button, under Style, select Body to adjust the font name.

Review and Edit Confirmations

Under Confirmations, you can configure what happens after donors make their donation.

Thank You Message

After a donor submits the form, the thank you message and its content appear in the browser. Its intent is to thank the member and confirm that their membership was successful.

• If you choose to use default content, the thank you message includes the transaction information.

• If you choose to redirect donors to a webpage, you can include your own content without the transaction information.

Thank You Email

After the member submits the form, the email is sent to confirm their membership with transaction details. The email contains a default message and personalization. You can edit the subject line, the message, and reply-to and from names and email addresses.

To edit the email message:

From Confirmations, select Open email designer.
Hover over the message, and select Edit.
In the text editor, make any changes you need.
To make personalized changes, select Merge, Recipient or Transaction, and choose the fields you want to add.
Select Apply.

Send Staff Notifications

To notify staff when memberships are submitted through the form, enter up to 10 email addresses under Confirmations, Donation notification.

If you don't want to notify staff for every membership made through the form, you can set the minimum gift amount. For example, set the amount to $100, and notifications will only be sent for memberships equal to or greater than $100.

Select Save and close.