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 Financial settings. You can click the links below to read about other settings in the membership widget:
Form Setup | Form Options | Acknowledgements | Widget Code | Custom Attributes | Discounts | More Options > CSS |
The Financial section of the widget allows you to set the Campaign action and GL Code to be assigned to each membership payment and any additional donations. This is important so that your organisation can easily report and reconcile funds.
If no GL Code or Campaign is selected in the options below then all general donations will default to:
GL Code- WebMembership
Campaign- WebMembership2020
Donation financial | Explanation |
All active GL Codes will be available from this drop-down and the one selected will be assigned to any additional donation given with a membership payment | |
All active Campaign Actions will be available from this drop-down. Each donation and membership payment will be coded to this campaign |
Membership financial | Explanation |
All active GL Codes will be available from this drop-down and the one selected will be assigned to the membership payment |
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