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Customize Your Member Registration Form

Key Points

  • The Member Registration Form lets you customize the form that appears when a person signs up for a membership on the member connect site.  
  • You must have at least one membership available to purchase online.
  • You must have an active payment gateway to process payments for membership purchases.

The Membership Registration Form lets you customize the form that appears when a user signs up for a membership on the member connect site.

To activate this form, you need to have at least one membership option available online on your member connect site.  Go to Setup>Programs>Membership Options to review the online settings of your membership options.  Click here to learn more about setting up the online settings for your memberships.  

After you have finalized the online settings for your membership options, you can edit the membership registration form by going to Setup > Member Connect > Registration Options > Memberships.

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The Edit Form Fields section of this page lets you select what fields will appear on your Membership Registration Form. The First Name, Last Name and Email Address fields are all required, but you can choose whether any of the other fields you add to this form are required or optional. A list of all the fields you can add to this form (including any custom fields you create) is available under the Add a Field > Select a Field pull down menu at the top of this section.  To create and manage custom fields you can either click on the Edit Custom Fields link on that page, or go to Setup > Database Tools > Custom Fields > People.  Click this link to learn more about Creating & Using Custom Fields.

Use the Required? checkbox next to each form field to specify whether it must be filled in with a response before the form can be successfully submitted, and the registration process continued.

After you finalize your form, use the View Form On Website to go to the membership signup page on your member connect site, and walk through signing up for a membership as a new member.  

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