Test and Go Live with Membership Forms

After you configure and save a membership form, test it while it's in test mode to make sure it's easy for members to use. When you're satisfied with the form, switch it to accept real donations and memberships.

Test a Membership Form

1. Navigate to Online Giving and select Membership forms.

2. Select the form.

3. Select Edit form.

4. Select Payments and fees.

5. Under Transaction processing, confirm Test mode without creating gift or membership records is selected.

6. Under Publish, select how you want to share the form for testing — from its URL, QR code, or from a hyperlink on a webpage.

7. Open the form in a browser, use a test card number, and submit a payment.

8. Make any necessary adjustments to the form and save it.

Create One-Time Gift and Membership Test Records

To review how gift and membership records appear before you go live, you can create one-time test records while the form is in test mode.

1. Navigate to Online Giving and select Membership forms.

2. Select the form.

3. Select Edit form.

4. Select Payments and fees.

5. Under Transaction processing, select Test mode and create one-time gift records and membership records.

6. Save the form.

7. Open the form in a browser, use a test card number, and submit a payment.

8. Make any necessary adjustments to the form and save it.

Go Live with a Membership Form

After you test the form and confirm it behaves as expected, switch it to accept real donations and memberships.

Note: After you select Start processing donations, you can't return the form to test mode.

1. Navigate to Online Giving and select Membership forms.

2. Select the form.

3. Select Edit form.

4. Select Payments and fees.

5. Under Transaction processing, select Start processing donations.

6. Save the form.