Membership Form Prerequisites

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 help to increase both the number of memberships to your organization and the revenue from memberships. Follow these steps to get started.

Prerequisites

To use Membership Forms, you should:

• Have an active Blackbaud Merchant Services account.

• Set your organization's currency in Raiser's Edge NXT.

• Set up permissions.

Configure Form Settings

To set preferences for your membership forms, go to Settings, select Tools, then select Form settings. These options let you define key details about your constituents. Some settings also affect online registration forms in Events.

You can set:

• Email type under Email mapping.

• Address type under Address mapping.

• Phone type for NANP and Other under Phone mapping.

• Constituent code under Constituent code mapping.

• Tracking for donor behaviors under Google tracking or

• Privacy policy URL under Privacy Policy.