Create and launch a membership Giving Form

Tags: product:online-giving intent:membership intent:giving-form intent:pricing intent:benefits

Go to Online Giving > Forms > Giving Forms, create a form with the membership subtype, and open [form] > Giving Experience > Memberships. Add at least one membership type. Each type requires a name, annual price, and benefits description; annual fair market value is optional and cannot exceed the price. Enable a lifetime option when needed and enter its price and fair market value.

Turn on multi-year annual memberships to offer a term of up to the displayed maximum. Choose the Designation for membership funds for the tax-deductible portion (price − fair market value) and optionally the Designation for fair market value for the non-deductible portion. The form cannot launch until at least one active membership type and a membership-funds designation are present.

Reorder active types to control donor display. Before launch, a type can be deleted. After the form has launched or has purchases, removal becomes archival; at least one active type must remain. Configure the membership transaction emails in the form's email section and preview annual, lifetime, renewal, failure, cancellation, expiration, and reactivation messages that are enabled for the form.