Manage Membership Part IIb: Add Membership Online
- This tutorial covers how users purchase a membership online via your website (rather than adding a membership directly inside CRM to a contact record) for both Organizations and Individuals.
- Online users can can purchase a membership directly for themselves or gift a membership to another person. Additionally, they can purchase/set-up recurring (auto-renewing) or non-recurring memberships online. Your memberships can allow direct purchase (no staff approval necessary) or they can be set to be provisional, pending staff approval (see the Manage Membership: Configure Membership Levels tutorial for more information).
- To allow online membership purchase, you must first configure your membership levels within Fundly CRM. Then you must integrate your website with Fundly CRM using either Pages or our WordPress Plugin. After these steps are completed, your online users will be able to purchase a membership online.
- Keep in mind, that this tutorial covers only the steps for purchasing a NEW membership (that is, on becoming a new member). For the steps on renewing a membership online, see our tutorial on renewing online (coming soon). It's important that you educate your constituents to not purchase a new membership when they mean to renew as doing so will create duplicate membership that will cause problems in your system.
- Users can complete the purchase of a membership for themselves or as a gift either as a logged in user or as a guest (non-logged in check out). If the user wishes to complete check out as a logged in user, they can log-in to their public profile first and then go to the membership index page (1st screen shot below, taken from Pages - the exact location of the log-in button on your site will vary according to your settings/configurations) or they can log-in when prompted to after selecting the membership (2nd screen shot below). Creating a public profile and logging in to purchase the membership offers the advantages of having billing address and credit card information pre-populate based on the information saved on file and that the user can cancel online purchases online (rather than contacting you/your staff). For those clients using our WordPress Plug-Ins, there is the option to turn off guest check out and require users to log-in while checking out (Pages does not have this option).
- Please Note: If you want more information in how to turn on/off guest check-out in plug ins, refer to this tutorial.
- To purchase a membership (either for themselves or as a gift), the user should navigate to the purchase membership index page on your website. In this tutorial, we have presented images of our two demo sites, one using our WordPress plug-in (the top image) and one using Pages (the second image); your site may differ slightly in appearance due to your configurations/settings. However, the check out flow/process will be the same in all cases.
- The user can click the Show Benefits button on any membership level to see a list of the benefits that come with that membership level. In the WP Plug-In, this button is visible by default; in Pages (the 3rd image below), the user may need to hover over the membership level to bring up the button, depending on the template you are using.
- The user can click the Hide Benefits button in WP Plug-Ins to hide the benefits. In Pages, the user only needs to click anywhere on the screen to close the pop up.
- The user also has the option to click the More button to be taken to a drill-down page detailing that Membership Level (benefits, price options, etc.). As with the Show Benefits button, in the WP Plug-In (first two images below), the More button is visible by default; in Pages (the 3rd and 4th images below), the user may need to hover over the Membership Level (depending on which template you're using) to bring up the button. User can click the Back to List link/Back button to return to the Membership Levels index page (user can purchase the membership from this drill down page or from the membership level index page).
- To select a membership to purchase (either for themselves or as a gift for someone else), the user should select the pricing level (if the membership level offers more than one pricing option) and then click the Join button on that level to purchase the membership for themselves or Gift to purchase the membership as a gift for someone else.
- Next, if the user has not already logged in, a box will pop up if they are checking out as an Individual or as an Organization and if they want to log in (or create a profile if they don't already have one) or check out as a guest (Please Note: organizations cannot create public profiles/log-ins so if the user logs-in first, the system assumes the user is an individual and the "checking out as an individual or as an organization" pop up box does not appear. Instead, user is taken directly to the membership form/step #14 below, if you have configured a membership form).
- In the WP Plug-In, the Individual/Organization question and Log In vs Guest Check Out question are combined into one pop-up box.
- Additionally, the WP Plug-In has is a setting to turn off the option to check out as an organization. If you have turned off organizational check out, then your online users will not be presented with this question in the pop up box).
- In Pages, the Individual vs Organization and Guest Check Out vs Log In options are presented as two separate steps/pop ups.
- In the WP Plug-In, the Individual/Organization question and Log In vs Guest Check Out question are combined into one pop-up box.
- If the user doesn't have an account/public profile and would like to create one, they can click the Sign Up Now button, and they will presented with another pop up box that will allow them to create a public profile and log-in (the create public profile pop up for WP Plug-In is the first image, Pages is the second). After filling out the required fields, click the Sign Up/Register button at the bottom of the pop up box to be returned to the membership purchase in progress.
- Please Note: If the user has a record in Fundly CRM and continues as a guest but puts in a First Name, Last Name, and/or Email Address (if you are using email address in your duplicate prevention settings) that differs from what is in their contact record in your CRM account, it will create a duplicate record in your system that will need to be merged by your staff.
- After choosing to register, log-in, or continue as a guest (if not already logged in prior to clicking Join or Gift), the user will then be presented with the Membership Form for the membership being purchased if you have configured one within your system (see this tutorial on configuring the membership form). If this is membership is a gift, then the user should complete the membership form with the giftee's information (the information of the person who will be the actual member).
- Please Note: if the user enters a first name, last name, and/or email address onto the membership form that differs from what the information they entered in the guest log-in fields or from their record in Fundly CRM if they logged in, then the membership will be considered a gifted membership (because the member's information will differ from the purchaser's information) (applies to both Plug-Ins and Pages).
- At the top of the membership form page, the user will have the option to change the membership purchase from a purchase for theirself ("join") or as a gift.
- If you have given the user the opt int the membership directory, this option will be presented at the top of the membership form page as well.
- If you have configured membership benefits, at the bottom of the membership form screen, the user will have the option to select the benefits they wish to receive.
- The user will have the option to set the membership as auto-renewing. The exact location of this check box will vary slightly between WP Plug-ins and Pages (and in Pages will depend on the template you are using), but generally it will be near the bottom of the page.
- Add the bottom of the membership form screen the user will have the option to Add to Cart (save the membership in the cart and continue shopping/add another transaction such as another membership or an event registration or a donation) or to Checkout (be taken directly to the check out page).
- Please Note: for the WP Plug-In, if you have configured your memberships to utilize the direct check out option in the Membership Plug-In, then the "add to cart button" will not be visible and, instead, the user will only have the option to "Check Out . To read more about this option, click this link.
- Please Additionally Note: for any membership that requires staff approval (configured when configuring the membership level), the Add to Cart button/option will not be available (in both WP Plug-In and Pages); only the checkout option will be available and the checkout will only be for that one membership, EVEN IF THERE ARE OTHER THINGS IN THE CART. Memberships requiring approval cannot be combined in one checkout/one invoice with other transactions. Additionally, the membership form and payment information will be presented on the same page, rather than two separate steps.
- If the membership doesn't require approval and you don't have direct checkout turned on in WP Plug-ins, then the user will next be taken to the check out page.
- On the checkout page, the user can remove/delete any transactions from the cart by clicking the trashcan icon next to the item. In Pages (the 2nd and 3rd screen shots below, the user can hover over the item to bring up the trashcan icon).
- Next, the user will have the option to apply a Discount/Coupon Code to the cart/transaction total if they have one/if applicable. In Pages (2nd screen shot below), the discount code coupon field appears below/after the optional donation field (next step).
- After that, user will have the option to add an optional donation to the transaction, if you have configured/turned on this option inside Fundly CRM (see this tutorial tutorial for more information). Please Note: the WP Plug-Ins also have an additional setting for turning on/off optional donation on check-out as well.
- At the bottom of the check out page is the billing information section. Home (or Organization if user is checking out as an Organization) Address and Billing Address are required fields. If the user has logged in at some point during the transaction, this information will auto-populate.
- If you have enabled Pay Later within your system, the Pay Later check box will be present and user can select this to pay via check or cash at a later date. Otherwise, credit cart/payment information will be required to complete the transaction.
- If the user chooses to pay now (does not choose the Pay Later option), they will be required to fill in the credit card information. If user is using a browser that has the digital wallet feature (Chrome, Edge, or Safari) and has enabled Digital Wallet, the Digital Wallet (Apple Pay, Google Wallet, Microsoft Wallet/Pay) will show as a payment option as well as direct credit card entry.
- The user can check the Add This Card on file and Set as Default checkbox to save their credit card information on file to be used for future payments/transactions (so they don't have to enter it again in future). Please Note: no credit card information is saved inside Fundly CRM. We save only a randomly assigned unique identifier; all credit card numbers are stored in Stripe, which is encrypted, so your users should feel confident saving their credit card number on file.
- When the user has finished filling in all of the required information, they should click the Checkout button.
- If the user entered mode of payment as Credit Card and the card issuer requires "Strong Customer Authentication" (referred to as SCA or PSD2 authentication), a box will pop up asking the user to initiate the authentication process. SCA is a new requirement for credit cards issued by European banks or for credit card transactions taking place on European websites for the card holder to authenticate an online purchase by indicating they are the ones who has initiated/authorized the transaction (see this explanation of SCA from Stripe for more information).
- The user will need to click the authenticate button and then completes the validation process. Once they do (and authentication is completed successfully), the transaction will finish saving automatically.
- If the card holder fails to authenticate the transaction within the specified time frame or denies the transaction, a authentication failed message will appear on the screen. User will need to try to process payment again or make the donation using some other form of payment.
- After the transaction has finished being processed, the user will see a confirmation page. In the WP Plug-In you can customize this thank you screen; in Pages you cannot.