Membership Widget- Form Setup

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):

The Membership widget has a list of configuration menu options on the left-hand side and we will go through each of these in the following articles:

  Form Setup

  Form Options

  Acknowledgements

  Financial

  Widget Code

  Custom Attributes

  Discounts

  More Options > Custom CSS

Form Setup

Detail for each aspect is explained below, with the corresponding number.

Form Setup	Explanation
	Give your widget a name and click Save to see the default setup
	This will display the selected document as a banner, above the widget, when a personalised link is not being used
	This will display the selected document as a banner, above the widget, when a personalised link is being used. Supports merge tags-
	This will display the text written in the text box above the widget when a personalised link is used and no document has been selected. Supports merge tags-
	When a document is selected for Terms and Conditions there will automatically be a tick box added above the submit button and a link to View Terms and Conditions. This will open a new webpage with the document displayed:
	Content written in this text box will be added alongside the above text box. If no document has been selected, this text will not be displayed:
	The attribute selected here will be added to every contact who signs up for a membership on this widget.

> Next, Form Options