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Memberships: Web Forms and Online
Authored by: Megan Gill
on 10/17/2024 3:40:00 PM

Introduction

If your organization supports or is introducing membership within your giving structure, leverage the CharityEngine Membership functionality to create, manage, and ease your experience for membership management. Our Membership tool kit can provide you with the support you need to allow members to enroll and process their membership applications while also allow you the ability to easily track, manage, and communicate with your members. 

Prerequisites 

      • -Establishing Membership types


Instructions

Step 1: Navigate to the Online App > Web Forms > Search & Manage > Create New > select Membership Form

Step 2: Select Membership Types to expose through your web form > click CREATE to continue to build the Membership Form.

Step 3: Continue with configuration of the organization's Membership Web Form.



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