To join your membership program, supporters submit a membership form on your website. The form includes:
All active levels in the membership program (in ascending order based on the membership amount)
An option to automatically renew each year
In Bloomerang CRM, you create the form and link it to a membership program. After you create the form, add it to your website. You can also share a link to your form.
Members can pay for their membership with a credit or debit card, digital wallet (Apple Pay or Google Pay), or EFT (bank account). Membership forms don’t include an option for donors to help cover processing fees.
In this article:
Requirements
Payment Processing
Bloomerang Payments is required if you plan to:
Use online membership forms that you create in Bloomerang CRM
Automatically process membership payments
Form Type
All membership forms are standard forms. You can embed a standard form on your website or share a link to the Bloomerang-hosted form. You can’t create custom self-hosted membership forms in Bloomerang CRM.
Before You Begin
If you haven’t already, email [email protected] to add membership management to your subscription. Membership forms and other settings appear in Bloomerang CRM after we enable this paid add-on for you.
Next:
Create at least one membership program.
Create at least one membership level in the program.
Decide which fund to allocate membership fees to.
Decide whether to allow EFT (bank account) payments.
Optionally, you can:
Create a custom confirmation email for memberships.
Decide which campaign to allocate membership payments to. Campaigns can track membership drives.
Decide which appeal to allocate membership payments to. Appeals can track how you cultivate new members and encourage renewals, such as membership forms, emails, and letters.
If you use Journey Automation to automate acknowledgements for initial membership payments, make sure confirmation emails and online payment confirmation receipts have a purpose of Receipt, not Acknowledgement. This makes sure you email only one acknowledgement for the membership payment. For more best practices about Journey Automation, read Plan Your Automations.
Create Membership Forms
You can create one or more membership forms.
Each form is associated with one membership program. If you have multiple membership programs, create a form for each program.
To create a membership form:
Click Communications.
Click Forms.
On the Memberships tile, click Select.
Click New.
On the Settings page, enter a Form Name.
Select a Confirmation Email. All transaction emails with an Acknowledgement or Receipt purpose appear in this list. Bloomerang CRM automatically sends this email to members when they submit this form.
Important: If you use Journey Automation to automate email acknowledgements for initial membership payments, select a confirmation email that has a purpose of Receipt, not Acknowledgement. This makes sure you email only one acknowledgement.
(Optional) Enter an Additional Notification Email. When members join online, Bloomerang CRM sends a notification to this email address and the email address in your organization settings.
Select a Fund.
(Optional) Select a Campaign.
(Optional) Select an Appeal.
(Optional) To allow EFT (bank account) payments, select Allow Donation via EFT.
Select a Membership Program. If a membership program doesn’t appear in the list, add at least one membership level to the program.
(Optional) If your organization identifies a business need to track additional membership-related data, add custom fields:
In the Custom Fields section, click Add Constituent Field or Add Transaction field.
From the list, select a Custom Field.
Enter the Display Name to change how this field appears on your form.
To reorder multiple custom fields, click the up or down arrow.
Click Next.
To use the default success page hosted by Bloomerang CRM, select Build in Bloomerang. You can edit the Title and Message Body.
To use a custom success page hosted on your organization’s website, select Redirect to URL. Enter the URL of your success page. Example: https://donate.example.org/success
Click Save and Preview.
Make sure the form is correct and click Next.
Add Membership Forms to Your Website or Share a Link
To publicize your membership form, you can:
Insert the standard form on your website
To insert the standard membership form on your website:
In Bloomerang CRM, click Communications.
Click Forms.
On the Memberships tile, click Select.
Next to the form, click the blue down arrow.
Select Preview & Publish.
Click Next.
Copy the code snippet.
In your website editor, add the code snippet for your new membership form. For example, if you want the membership donation button to appear on a membership page at www.example.com/membership, paste the script into the code for that page.
What Happens Next?
If you add the code snippet to a secure page on your site and you have CAPTCHA enabled, the form appears directly on your website. If the page isn’t secure, or if you don’t have CAPTCHA enabled, a Join button appears instead:
Tip: To determine whether a web page is secure, look at the URL. The URL for secure pages begins with https.
Your supporters can now join your membership program online. In Bloomerang CRM, you can also manually add a membership.
Edit Membership Forms
After you create and add a form to your website, you can always edit these form settings:
Form name
Confirmation email
Fund, campaign, and appeal
Whether you’ll allow EFT (bank account) payments
Which membership program the form uses
To rename the membership program or edit a membership level, you must edit the program settings. If the membership level has transactions, you cannot change the amount or deductible, and you cannot delete the level.
The membership form updates automatically after you edit the form or program settings. You don’t have to copy the code snippet to your website again.
To edit a membership form:
Click Communications.
Click Forms.
On the Memberships tile, click Select.
Next to the membership form, click the Edit icon.
Change any settings and click Next.
Click Save and Preview.
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 communication 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. For more information, view Membership Emails and Letters.