After you add a membership form to your website, your supporters can join your membership program online.
Membership forms don’t include an option for donors to help cover processing fees.
Join a Membership Program Online
To become a member online, your constituents follow these steps:
Go to your website.
Go to your membership form.
Note: If your website doesn’t have a security certificate, constituents must click a Join button, which opens a secure Bloomerang-hosted version of your form. Read more about this.Select a membership level.
To automatically renew the membership each year using the payment method selected on this form, the constituent must keep the Renew Annually option selected. If the constituent clears the Renew Annually option, the payment method won’t be charged at the next renewal date, and in Bloomerang CRM, the payment method for the membership schedule is None.
Enter Contact Information.
(Optional) Enter Comments.
Enter the Payment Information:
Credit Card
Savings or Checking — Appear if Allow Donation via EFT is selected in the form settings.
Apple Pay or Google Pay — Which digital wallets appear depends on a few factors. Read about digital wallets.
If asked, select I’m Not a Robot. Read more about reCAPTCHA.
Click Start Membership. This button includes the total membership amount.
Constituents paying with a digital wallet follow a prompt from Apple Pay or Google Pay to verify the payment. For example, depending on the constituent's device type and settings, Apple Pay prompts the constituent to double-click or use Touch ID (fingerprint recognition) to pay.
A thank you message appears. Bloomerang CRM sends a confirmation email to the constituent that confirms the membership and serves as a receipt
What Emails Does Bloomerang CRM Send to Members?
Bloomerang CRM sends these membership-related emails:
Bloomerang CRM sends a confirmation email to members who join online. This email also serves as the receipt for the initial membership payment.
If the membership automatically renews yearly, and if automatic email receipts are enabled, Bloomerang CRM emails an online payment confirmation receipt when future payments autoprocess.
If you use Journey Automation to automate acknowledgements for memberships, Bloomerang CRM emails an acknowledgement after a payment. For more information, read Acknowledge Initial Payments for Memberships and Acknowledge Next Donations.
How Can Donors Manage and Renew Memberships?
To update the payment method, upgrade or downgrade a membership, or end a membership, donors must contact your organization.
Members who don’t select Renew Annually can renew later. To renew, members can:
Contact your organization. You can add a new payment to the membership schedule.
Send an offline payment by check or cash to your organization.
For information about how to manage memberships, view Create, Edit, or End a Membership.
Note: If donors submit the online membership form a second time, Bloomerang CRM creates a new membership schedule. The original membership schedule remains in Bloomerang CRM. You must manually end the original membership schedule.
Next Steps
After members begin to join your program, you can:
View membership information in constituent profiles
View dashboard analytics for each membership group
Send personalized emails and letters to membership groups. When you create emails and letters in Bloomerang CRM, you can insert membership merge fields. You can also add membership filters and groups to build your recipient list.