For information about how to create or edit a part, as well as the tabs on the Edit Part screen, see Create and Edit Parts.
| 1. | From the Design tab, to allow members to enter comments, select Allow Comments. When you select this checkbox, a text box for user comments appears in the Transaction section. |
If you mark this checkbox, comments appear in the Comment field on the Membership tab on a membership record.
Note: The Join/Renew section displays the available membership categories you select for your website. This way, a website user can select the membership to join or renew from the available categories in the list.
Note: If you do not display the Current Membership section, your member cannot renew a membership on your Membership Form part. For more information about Current Membership, see Design the Current Membership section.
| 2. | To allow matching gifts, select Allow Matching gifts. Site visitors can select My company will match my gift and enter the company name in the Company field. If you use MatchFinder Online, a Look it up link appears next to the checkbox. Visitors click the link to access MatchFinder Online and search for the company. MatchFinder Online contains information about matching gift companies, such as the minimum and maximum gift details and match ratio. |
Data from MatchFinder Online integrates with The Raiser's Edge. For information about MatchFinder Online purchasing options, send an email to solutions@blackbaud.co.uk.
For information about how to download matching gift information, see Memberships. For information about matching gifts in The Raiser’s Edge, see The Raiser's Edge Gift Records Guide.
| 3. | To renew memberships on your website, select Allow the donor to automatically renew a membership. |
When you select Allow the donor to automatically renew a membership, an Auto Renewal section appears. If the website user selects direct debit for the payment method, a Starting on field appears. For more information about processing renewal memberships automatically, see Automatically Renew Membership Details.
Tip: When you select Allow pledge instalment gifts and a user creates a pledge and defines a pledge instalment schedule, the Auto Renewal information no longer appears.
| 4. | In the Donor message box, enter a message to appear on the website to notify users the automatic membership renewal option charges direct debits and credit cards for future renewals. For example, you can enter “By selecting this option, I understand that my account is charged automatically when my membership expires.” |
| 5. | To allow members to create a pledge and define a pledge instalment schedule, select Allow pledge instalment gifts. An Instalments option appears under Type of gift on the membership form. When a member selects Instalments, a Number of Instalments field and frequency options appear on the membership form. |
Note: Members cannot enter a number that goes beyond the term of the membership in the Number of Instalments field. For example, a member cannot select to pay an annual membership in 15 monthly instalments; the member may enter only 1 through 12 in the field.
To allow the member to determine the frequency of the pledge payments on the membership form, select General. Members can select to make payments in weekly, monthly, quarterly, or yearly instalments.
To define the pledge instalment schedules members can choose, select Specific.
| a. | Select “Weekly,” “Monthly,” “Quarterly,” or “Annually” as the frequency. |
| b. | In the On field, select a day or date members can choose to schedule the instalments. |
Tip: If a constituent donates a recurring gift and selects a start date that is not today’s date, the transaction downloads to The Raiser's Edge. However, the transaction is not sent to your bank merchant when the donor submits the recurring gift. The merchant receives the transaction from the batch output you send to your bank for processing from The Raiser's Edge. For more information about bank merchants, see Merchant Accounts.
| c. | To add multiple frequency options to the membership form, enter each custom schedule and click Add Frequency to add the new schedule to the list. The selections you make appear in the Frequency grid on the web page. |
The program calculates the instalment amount and end date based on the number of instalments, frequency, and date the member specifies and displays this information on the donation page. For example, a member may contribute £100 in four monthly instalments and select to pay each instalment on the first day of the month beginning January 1. This generates four scheduled payments of £25 ending April 1. No instalment payments occur after the end date.
Note: If the number of instalments for the pledge does not result in equal payment amounts, the final scheduled payment contains the remainder. For example, a £100 pledge with three instalments has two payments of £33.33 and a final payment of £33.34.
Warning: If a constituent selects a pledge instalment start date that is not today’s date, the transaction is sent to the merchant account when the gift is processed. For more information about bank merchants, see Merchant Accounts.
Note: The Show Current Membership(s) options appear in the Current Membership section. For more information about these options, see Design the Current Membership section.
| 6. | Under Required Fields, select the checkbox for each donor field to require on the donation form. To ensure you download complete constituent information, we recommend that you make all fields required. |
| 7. | In the Constituent Code field, select a constituent code to add for new members. Your website users do not view the constituent code, but you can download it. For more information, see Constituent Codes. |
| 8. | To allow website users to purchase gifts of membership, select Allow gifts of membership. You can select a constituent code for these membership recipients and allow the donor to decide whether the member or the donor receives the benefits and renewal notices. You can also include a text box on your website so donors can include a special message for the gift of membership recipient. |
When you download the membership to The Raiser’s Edge, the gift of membership message appears on the site user’s membership record in the Special message field. This field can contain 255 characters in The Raiser’s Edge.
| 9. | In the Button Text field, enter the text to appear on the button for users to click to purchase a gift of membership, such as “Give a gift of membership.” |
Note: The button that users click to purchase gifts of membership appears in the Current Membership section. When users click this button, the Join/Renew section appears.
| 10. | When you select Allow additional donations, an additional contribution field appears on your website. For members who contribute an additional donation, in the Fund field, select the fund to credit. |
| 11. | To track why a website user joins the membership, select Include Join Reasons. Select the reasons to show as possible answers for your website users, such as Interested in supporting the programme. |
Note: The Raiser’s Edge determines the available join reason information.
| 12. | To track why a website user renews a membership, select Include Renew Reasons. Select the reasons to show as possible answers for your website users, such as Special Interest. |
| 13. | In the Join Message box, enter a message that appears when the website user clicks your join button, such as “Welcome to the ABC Museum!” |
| 14. | In the Renew Message box, enter a message that appears when a website user clicks your renew button, such as “Welcome Back!” |
| 15. | In the Submit Button field, enter the text to appear on your submit button, such as “I want to join now!” |