Membership Widget - Form Setup

Overview

The Membership Widget lets you collect online membership applications and gives you control over how the form looks, what information is displayed, and what members need to agree to before submitting their membership application.

This article explains the Form Setup section of the Membership Widget. For information about the other configuration options, see the related articles at the end of this guide.

Open the Membership Widget

1. Go to Admin > Widget Configuration.

2. To create a new widget, select Create Membership Widget.

3. To edit an existing widget, find it in the Widget Name list and select Edit.

Once you open the widget, the configuration options are displayed in the menu on the left.

Select Form Setup to configure the content displayed on your membership form.

Form Setup

Form Setup	Explanation
	Enter a name for your widget, then select Save. The widget name is used to identify the widget within Vega and isn't displayed to members.
	Select a document to display as a banner above the membership widget when the widget is accessed without a personalised link.
	Select a document to display as a banner above the membership widget when the widget is accessed using a personalised link. This option supports merge tags, allowing you to personalise the content displayed to the member.
	Enter text to display above the widget when: The widget is accessed using a personalised link, and No document has been selected for the personalised link banner. This field supports merge tags.
	You can add a Terms and Conditions document to your membership widget. When a document is selected, Vega will automatically add: A checkbox above the Submit button that the member must select before submitting the form. A View Terms and Conditions link. When the member selects View Terms and Conditions, the document will open in a new webpage.
	You can customise the text displayed alongside the Terms and Conditions checkbox. For example: I agree to the Membership Terms and Conditions. The text will only be displayed when a Terms and Conditions document has been selected.
	Select a contact attribute to automatically add to every contact who signs up for a membership through this widget. This can be useful for identifying members who signed up through a particular membership form, campaign, event, or membership drive.

Next steps

Once you've completed Form Setup, continue configuring your membership widget using the other options available in the widget menu:

• Form Options – Configure the information and options available on the membership form.
• Acknowledgements – Configure the messages and acknowledgements displayed after a membership application.
• Financial – Configure the financial settings for the widget.
• Widget Code – Get the code required to add the widget to your website.
• Custom Attributes – Configure additional contact information collected through the widget.
• Discounts - Configure discounts that can be applied to membership options.
• Advanced Configuration – Configure advanced widget settings.

• Styling – Customise the appearance of the widget.

   

> Next, Form Options

“Some content in this article may have been developed with the assistance of AI tools and reviewed by staff.”