The Membership widget is a powerful tool for managing membership subscriptions and renewals.
You can create and edit widgets under Admin > Widget Configuration:
Within the widget configuration page, we will see the types of widgets available. We can create new ones (click the 'Create Membership Widget' button) or edit any existing ones (find the widget you want to edit in the Widget Name list and click the 'Edit' button next to it):
This article will detail the Acknowledgements settings. You can click the links below to read about other settings in the membership widget:
Form Setup | Form Options | Financial | Widget Code | Custom Attributes | Discounts | More Options > CSS |
The Acknowledgements section is where the email and receipt documents are added, an important aspect to thank your members. If the specific acknowledgement documents are not added then the Acknowledgement email will be sent instead.
Please note- There is also the option to use advanced configuration for further options on receipting different membership types and to include different receipt attachments.
Acknowledgement | Explanation |
This will be the email address the member receives their acknowledgement email from, if left blank it will be your default service email | |
This is where you can select the document to be sent, as the content of the email, in acknowledgement of any standard membership sign up | |
This is where you can select the document which will be sent as a PDF attachment to ALL acknowledgement options | |
This is where you can select the document to be sent, as the content of the email, in acknowledgement of a standard membership when a donation is also given | |
This is where you can select the document to be sent, as the content of the email, in acknowledgement of a renewal membership. This is when the 'I am renewing my membership' checkbox is ticked and will not be sent if a current member does not tick this | |
This is where you can select the document to be sent, as the content of the email, in acknowledgement of a renewal membership when a donation is also given | |
This is where you can select the document to be sent, as the content of the email, in acknowledgement of a gifted membership. This will be sent to both email addresses, receiving and giving the membership | |
This is where you can select the document to be sent, as the content of the email, in acknowledgement of a gifted membership when a donation is also given. This will be sent to both email addresses, receiving and giving the membership | |
Would you like to receive an email notification after every membership sign up and renewal? Selecting Yes here and then completing the next steps will enable this | |
This is where you will select the document which will be sent as the notification email | |
This is the email to receive these notifications. If left blank these will be sent to your default service email | |
This is where you can select the document to be displayed to the member after completion of the membership form. Only certain merge tags will be available to use in this document |
Comments
0 comments
Please sign in to leave a comment.