Membership Categories
This then links to another section
These will then be hyperlinked to the section in the article after each article will be 'Back to top of section' and 'Back to top of page'
How Do I Create a Membership Category?
How Do I Edit a Membership Category?
How Do I Copy a Membership Category?
How Do I Renew a Membership Category?
How Do I Delete a Membership Category?
How Do I Create a Waiting List for a Membership Category?
How Do I Offer Instalments For a Membership Category?
How Do I Create an Early Payment Discount For a Membership Category?
How Do I Create a Form for a Membership Category?
How Do I Display a Membership Category on my Registration Form?
How Can I Display a Membership Category on My Website?
Continue as above with all sections
Classes
Courses
etc
etc
How Do I Create a Payment Option?
How Do I Edit a Payment Option?
How Do I Copy a Payment Option?
How Do I Renew a Payment Option?
How Do I Delete a Payment Option?
How Do I Create a Waiting List for a Payment Option?
How Do I Offer Instalments For a Payment Option?
How Do I Create an Early Payment Discount For a Payment Option?
How Do I Create a Form for a Payment Option?
How Do I Display a Payment Option on my Registration Form?
How Can I Display a Payment Option on My Website?
How Do I Create a Payment Option?
The create function is available across all payment options on the system. The core functionality works in the same way across all different group types so for this example we will be using a membership category.
Creating a Membership Category
Creating a Membership Category may look daunting, but do not worry, we are here to give you a helping hand.
To begin the process of creating a Membership Category, hover over ‘Payment Options’ in the main menu and select ‘Membership Categories’ in the drop-down menu that appears.
Next, select ‘Add new’.
You will now have a few decisions to make your Membership Category perfect.
Step 1: ‘Name of Membership Category’
The world is your oyster – name it whatever you would like. We do ask to please add the club name or an abbreviation before your category name in order for contacts to identify payments easily on their bank statements
Step 2: ‘Is this a joint Membership Category (for example, for families/couples?)’
If you have a joint Membership Category (like a family or couple) where the lead contact pays for all the linked contacts under one subscription cost, select this option.
We realise you may not want to restrict the contacts of this to one category, so we have given you the choice to set which other Membership Categories (if any) contacts of the joint membership can belong to without incurring further cost.
Step 3: ‘At Renewal time’
- ‘Create a new membership category and give people the option to renew’
This option is recommended for organisations whose contacts opt to renew at the start of each membership period.
- ‘Have the system automatically renew people in this category’
Recommended for organisations whose contacts automatically renew at different times throughout the year or automatically on a fixed date, for example, at the beginning of each month or the start of the membership year.
Selecting this option will require you to select a renewal frequency: Monthly, Quarterly, Bi-annually or Annually.
If your account has been setup to take payment by Direct Debit, by default, the system will require people to pre-authorise payment. This allows the system to automatically collect and reconcile money when it is due.
If your account is not setup to take payment by Direct Debit, then the system will require members to pre-authorise payments via PayPal. The limitation here is that PayPal's pre-authorisation agreements only run for 12 months – a problem for memberships renewing annually.
Step 4: ‘Limit the number of people that can join this membership category?’
If you have limited space for the Membership Category, you can set a cap for registrations.
If you want the system to add people to a waiting list once the cap has been reached, you can, by selecting ‘Yes’ to the question 'When full, give prospective people an option to join a waiting list?'.
They will then be added to the system group, 'Online registrations awaiting approval'.
Step 5: ‘Prefix membership number’
If using the membership number feature (enabled in ‘Admin > Settings’), you can prefix the number based on which Membership Category the contact is in. To create a prefix for this membership category, enter it here.
Step 6: ‘Cost of this membership category’
Charge as much or as little as you like – the decision is yours.
Step 7: ‘Offer an early payment discount?’
To encourage contacts to pay on time you can offer an early payment incentive. You can set a percentage or an amount and select the date to which this applies on and before. After the date expires, the cost of the subscription group will revert to the full cost so anyone that has not paid will no longer get the discounted rate. Snooze you lose!
Step 8: ‘Allow people to pay by instalments?’
To help spread the cost, you can allow people to pay by instalments. If contacts opt to pay by instalments, they are required to pre-authorise future payments.
Here, you can set the number of instalments the cost can be spread over and the frequency with which they are paid - for example, ‘Monthly’. Each time an instalment is due, the system will generate a payment request, collect and reconcile the money automatically.
Step 9: ‘Add an additional cost for people paying by instalments?’
You can add an additional fee to the subscription cost for those opting to pay by instalments. This fee is spread over the number of instalments.
Step 10: ‘Ask people not paying by instalments to pre-authorise payments?’
You can decide whether you want people that are added to this category to pre-authorise payments. Typically, if the membership category is set to auto-renew you would select yes.
If you do not want to make pre-authorisation mandatory, you can make it optional or opt not to display the pre-authorisation option.
Step 11: ‘When requesting payment from people, payment is due:’
Typically, this is set to 'On request' but by changing this to any number will mean that in the detailed payment reports (contact level), the number of days shown in the overdue column will not start to increment until the payment due by date has passed.
Step 12: ‘Allow people to change membership category?’
This option allows existing contacts to change the Membership Category they are in.
As an administrator, you can set which Membership Category (if any) contacts can change to by selecting the permitted Membership Categories from the list.
Step 13: ‘When people pay, move or copy them to a new group?’
You can choose one of two options when a contact pays in full for the Membership Category: ‘Copy‘ or ‘Move’. These options are useful if you want to be able to group together all the paid contacts for quick reference.
Step 14: ‘Display the form for this membership category in people's online account?’
Because contacts can be associated to any number of Membership Categories and groups which often have different forms, when the contact logs into their online account, we provide you with the option to select whether you want the contact to see the form for the Membership Category they are in. Typically, the answer will be ‘Yes’.
Step 15: ‘Allow people to register for this membership category via the online registration page?’
This setting determines whether the Membership Category is available for selection on your online registration page. Normally, this would be set to ‘Yes’, but you may want to change it to ‘No’ towards the end of the membership year.
Step 16: ‘Ask for payment at the point of registration?’
When people register online, you can set if you want them to pay at the point of registering or not. If you select ‘No’ you will be able to vet prospective registrants.
Step 17: ‘Email Templates’
Each Membership Category comes with its own set of email templates that are used when the system sends automated emails out.
The email templates available depend on some of the settings entered during the setup of the Membership Category, however.
All email templates are customisable and give you the option to select who they should come from, what the subject header should be, whether to insert field data or add an attachment.
Here is a full list of templates available:
Template 1: ‘Payment request email template’
This email template is used when requesting payment from contacts added to the category.
Template 2: ‘Welcome email template for people registering online’
This email template is sent to people registering online.
The default text of this email template differs depending on whether you have opted to take payment at the point of registration or if you want to vet people before approving their membership.
Template 3: ‘Overdue payment reminder email template’
There is an option to switch this feature on and decide how many days later after payment is due the reminder should be sent.
Template 4: ‘Membership renewal notification email’
For Membership Categories that automatically renew, this email template is used to send the renewal notifications to contacts. This includes the option to switch on / off future notifications.
Template 5: ‘Instalment notification email template’
For Membership Categories that have the option to pay by instalments, this email template is used to send the instalment notifications to contacts. Again, this includes the option to switch on / off future notifications.
Once you've input the settings for the Membership Category, click 'Save' or 'Save and build form for this membership category'. The latter will link you through to the form builder page.
You have now successfully created a Membership Category!
How Do I Edit a Payment Option?
The edit function is available across all subscription groups on the system. The core functionality works in the same way across all different group types so for this example we will be using a class.
Payment Options > Classes
To edit a Class you have created before, follow these simple steps:
Step 1: Go to ‘Payment Options’ > ‘Classes’.
Step 2: To the right of the Class you wish to edit, click on ‘Edit’.
Step 3: A box will then appear displaying the setting options for the Class you wish to edit.
Step 4: Once you are happy with the new setting options, click ‘Save and Finish’.
Your Class will now be updated - simple, right?
How Do I Copy a Payment Option?
The copy function is available across all subscription groups on the system. The core functionality works in the same way across all different group types so for this example we will be using a course.
Payment Options > Courses
To save you time setting up your Course, we give you the option to copy other Courses which already exist.
To do this, follow these simple steps:
Step 1: Go to ‘Payment Options’ > ‘Courses’.
Step 2: To the right of the Course you wish to copy, click on ‘Copy’.
Step 3: A box will then appear with the setting options for the copied Course. These will be pre-populated with the setting choices you made for the original Course you selected.
Step 4: Once you are happy with the setting options, click ‘Save and Finish’.
Your new, copied Course will now appear in the list!
Please Note - when you copy a Course you are also copying the form for that Course too. If you wish to edit the form for the new Course, go to ‘Settings’ > ‘Forms’.
How Do I Renew a Payment Option?
The renew function is available across all payment options on the system. The core functionality works in the same way across all different group types so for this example we will be using a course.
Payment Options > Course
To renew your Course, complete the following steps:
Step 1: Hover over 'Payment Options' on the main menu bar and select ‘Courses’.
Step 2: Click on 'Renew' which can be found on the right-hand side of the Course you wish to renew.
Step 3: A pop-up box will then appear. Here, you can re-name the Course, edit the cost (if necessary) and select whether you wish to review/edit the other settings of the Course.
Whatever option you choose click on 'Next'. If you wish to edit the settings, click on 'Save and Proceed to Next Step' when done.
Step 4: You will then be presented with two options to renew:
- a) ‘Renew all people in the 'old' Course’; or
- b) ‘Renew only people who have paid in the 'old' Course’
After you have decided, click ‘Next’.
Step 5: Then, select one of the following three options:
Option 1: ‘Schedule the payment request(s) now’
Select this option to send the payment request(s) now or schedule the request(s) to be sent at a later date.
If you have scheduled the payment request to go out at a future date, then the request will appear in the ‘Upcoming Payment Report’ where you can edit the details further if necessary.
If you have selected the request to go out 'now', details of the payment request will appear in ‘Financials’ > ‘Payment reports’ within a few minutes of completing the process.
Option 2: ‘Schedule the payment request(s) later’
Select this option to schedule your payment request(s) another time. When you are ready, you can access the payment requests under ‘Financials’ > ‘Payment request(s) waiting to be scheduled’.
Option 3: ‘No payment request(s) required’
Select this option if you want to add people to the Course but not request payment.
After you have sent out the renewal requests you may wish to delete the old Course.
Please note - deleting your old Courses will not affect the information in the Payment Reports.
Once you have completed all the above steps you will have successfully renewed your Course!
How Do I Delete a Payment Option?
The delete function is available across all payment options on the system. The core functionality works in the same way across all different group types so for this example we will be using an optional extra.
Payment Options > Optional Extras
To delete an Optional Extra, follow these simple steps:
Step 1: To delete an Optional Extra, go to ‘Payment Options’ > ‘Optional Extras’ and click on ‘Delete’ on the right-hand side of the Optional Extra you wish to delete.
Deleting an Optional Extra will not affect any payment information in the Payment reports. Contacts that were in the Optional Extra will be removed. If they were only in this Optional Extra they will be displayed in ‘Contacts on the Master Contact List not Belonging to a Group’.
Please note - if the Optional Extra is set to auto-renew, all future payments will be cancelled and the forecasted income in the Payment Reports will be updated accordingly.
How Do I Create a Waiting List for a Payment Option?
The settings to create a waiting list are available across all payment options on the system. The functionality works in the same way across all different group types so for this example we will be using a course.
Payment Options > Courses
Step 1: To begin the process of creating a waiting list for a Course, hover over ‘Payment Options’ in the main menu and select ‘Courses’ in the drop-down menu that appears.
Step 2: Next, select ‘Add new’ to create a new Course, or ‘Edit’ if the Course has already been created.
Step 3: A pop-up box will then appear with options for setting up your Course.
One of the questions you will be asked is, ‘Limit the number of people that can join this Course?’. To set up a waiting list, select ‘Yes’.
Step 4: Once you have selected ‘Yes’, additional fields will appear. Here, you can type the maximum number of people who can join the Course.
Step 5: You will also be asked, ‘When full, give prospects an option to join a waiting list?’ – to set up a waiting list, click ‘Yes’.
Step 6: Complete the Course setup process and click ‘Save and Finish’.
Once this is done, you will have successfully set up your waiting list!
How Do I Offer Instalments For a Payment Option?
The instalment function is available across all payment options on the system. The core functionality works in the same way across all different group types so for this example we will be using a course.
Payment Options > Courses
To offer a Course to be paid in instalments, follow these steps.
Step 1: To begin the process of setting up instalments for a Course, hover over ‘Payment Options’ in the main menu and select ‘Courses’ in the drop-down menu that appears.
Step 2: Next, select ‘Add new’ to create a new Course, or ‘Edit’ on a Course you have already created.
Step 3: A pop-up box will then appear with the options for setting up your Course.
One of the questions you will be asked is, ‘Allow people to pay by instalments?’ – select, ‘Yes’.
Step 4: Once you have selected ‘Yes’ additional fields will appear.
Here, you can select the number of instalments a payment can be made in and the frequency with which they are taken - for example, weekly or monthly.
Step 5: You will also be able to select whether you’d like to charge an additional fee for paying by instalments.
If you choose ‘Yes’, enter the amount you would like the additional fee to be. This will then show you the total cost the Course will equate to including the additional fee.
Step 6: Once you are happy with your choices and the rest of the Course settings, click ‘Save and Finish’.
You will now have successfully created the option for people to pay for the Course in instalments.
How Do I Create an Early Payment Discount For a Payment Option?
The settings for early payment discount is available across all payment options on the system. The core functionality works in the same way across all different group types so for this example we will be using a course.
Payment Options > Courses
Step 1: To begin the process of creating an early payment discount for a Course, hover over ‘Payment Options’ in the main menu and select ‘Courses’ in the drop-down menu that appears.
Step 2: Next, select ‘Add new’ to create a new Course, or ‘Edit’ if the Course has already been created.
Step 3: A pop-up box will then appear with the options for setting up your Course.
One of the questions you will be asked is, ‘Offer an early payment discount?’ – select, ‘Yes’.
Step 4: Once you have selected ‘Yes’ additional fields will appear.
Here, you can select whether to discount the price by an amount or a percentage. Whichever you select, you will then insert a number that you wish to discount the price by.
Step 5: You will also select the date that payment is required on or by to be eligible for the discount. Once this date passes, so will the opportunity for a discounted rate. The system will automatically update any outstanding payment requests.
Step 6: Once you are happy with your choices and the rest of the Course settings, click ‘Save and Finish’.
You will now have successfully added the option for an early payment discount to your Course.
How Do I Create a Form for a Payment Option?
Settings > Forms
LoveAdmin allows you to build customisable online forms that are used to store information about your contacts and for prospects to complete when registering online.
You can add, edit and view these forms under ‘Settings’ > ‘Forms’.
You can have different forms for different groups or a Master Form associated to all groups.
When creating a form, you are inputting the questions that will appear:
- When you add an individual person to the system
- On the downloaded spreadsheet used to import contact details into LoveAdmin
- On the online registration form
Creating a Form
Step 1: To apply a standard form to all groups, select ‘Master Form’ from the drop-down list next to ‘Build/edit form for:’ then pick the relevant fields from the list on the left-hand-side.
Step 2: To create a question not on the pre-set list, click on ‘Create custom fields/statements’ link. You can then write your question, decide whether it is mandatory and what type of answer best describes the reply:
Free Type – Single line – this option allows people to enter text and numbers freely. For example, a written reply such as a sentence or statement.
Free Type – Multi-line – this option allows people to enter text and numbers that require a longer answer freely. For example, a field for medical information.
If you anticipate the answer being long, select the ‘Multi-line’ option.
Multiple Choice – set how many answers people can choose from by clicking on the ‘Add More +’ button.
With this option you have the choice of selecting multiple answers or just one.
Date – for date related questions, select this option so contacts can select from an interactive calendar display.
Acceptance – for any questions where you need agreement, then you can use an acceptance field. This field will also allow you to insert text, the system will display the question hyperlinked, the text can be read by people by click on the question.
Acceptance fields, when answered, will create a timestamp for when the answer was given. It will be displayed in the contacts online account, it can be added to tables in the ‘Contacts’ view or exported.
Step 3: If a field is mandatory, click on the ‘Mandatory’ tick box next to that field on the right-hand side.
You can define whether fields are for ‘Internal use only’ or ‘View only’ (i.e. people can see the field value but can’t edit it. For example, a membership number)
If your question is long or has an extensive block of text before it, you may want to insert a statement or input a declaration. There is an option to do so from within the ‘Create custom fields/statement’ box.
Creating Different Forms for Different Groups
To create a different form (separate from the Master Form) for a specific subscription group, select the group from the drop-down list and edit.
Once you change and save the form, that form then becomes independent of the Master Form. Therefore, if you subsequently make a change to the Master Form it will not affect the new independent form.
Please note - the one exception to this is if you change the property of a custom question (or statement). For example, the text of the question or answer type - this change will apply to that question whatever Optional Extra it appears in. If the answer type is altered from Multiple Choice to Free Type, you will lose the data previously associated to the multiple choice and vice versa.
Copying Forms
Follow these steps to copy a form from another subscription group.
Step 1: First, select the form you want to build from the 'Build / edit form for' dropdown list.
Step 2: Next, select the form you wish to copy in the dropdown list, ‘copy form from’
Step 3: Once you are happy you have selected the right forms, click on ‘Copy Form’.
Your form will then be successfully copied.
Deleting Fields from Forms
To remove a field from the form, simply click on the ‘x’ found on the right-hand side of the grey box.
To permanently remove custom questions, click on ‘Edit’ in the grey box and then ‘Delete’.
Please note – if you delete a question, both it and the data associated to it will be permanently deleted from the system.
Inserting ‘Optional Extras’ into Forms
If you have any ‘Optional Extras’ created you can make them visible for selection on your form.
To do this, follow these steps:
Step 1: When in ‘Forms’, scroll down the left-hand side of the page until you see ‘Select group(s) to appear on the form:’.
Step 2: Next, scroll down the list until you find the Optional Extra you wish to add. Once you have found it, select the tick box and it will appear at the bottom of your form for selection.
Step 3: If you want the Optional Extra to appear somewhere other than at the bottom of the from, drag and drop it to where you would like.
Step 4: Click ‘Save and Finish’ and your Optional Extra will be available for selection on your form.
Please note - different forms can feature different Optional Extras. So, if you want to give the option for adults to buy a Large T-Shirt but Juniors to only see child sized T-Shirts, you can.
These Optional Extras will appear in the registration form (if you are publishing the forms for prospects to sign up to – see below) and in the login. People can select the Optional Extra and if there is a cost associated, pay.
Terms and Conditions / Code of Conduct
To set your Terms and Conditions, Code of Conduct or both, follow these steps:
Step 1: Hover over the ‘Registration page’ icon in ‘Forms’ and select ‘Add acceptance terms’.
Step 2: Input the wording you would like to appear.
Step 3: Click ‘Save’.
The wording you entered above will then appear at the bottom of your registration page. To view the wording, click on the hyperlink ‘We need you to read and agree to our Terms and Conditions and Privacy Policy before completing this registration’.
Please note: This will only appear on your registration pages and will automatically be made mandatory. If you would like to record the date this was accepted or have it viewable from the contacts online account, we would suggest using an acceptance field instead.
Points to Note
If you have different forms for different groups, it’s best to create a Master Form first with common fields.
Once you’re happy with the Master Form you can start to customise forms for the different groups. You can quickly see all forms that are linked to the Master Form by clicking on the link icon next to the ‘Build / edit form for’ dropdown list.
When importing data into the system you first need to download the template. This template is made up of the fields in your Optional Extra. If you have a field in your form that is greater than 60 characters, for technical reasons, the field will not appear in the template. Keep this in mind when building your form.
There is also an option to create an abbreviation that will appear in the template. This abbreviation will also appear when the field is used on the register.
When creating custom questions, the name of the question must be unique.
Also, when editing a custom field / statement, the change will apply wherever that field / statement appears - for example, if you make an edit to a custom question on the Adult form, the change will also show on the Junior form if it is used there too.
How Do I Display a Payment Option on my Registration Form?
The way to display a payment option on a form is the same across all group settings except membership categories so for this example we will be using a class.
Payment options > Classes
There may be instances where you would like to attach a class to a registration form you have currently displaying to be selected when new people are registering.
To do so, please follow the steps below:
Step 1: To begin the process of putting a Class on your registration form, hover over ‘Payment Options’ in the main menu and select ‘Classes’ in the drop-down menu that appears.
Step 2: Next, select ‘Add new’ or ‘Edit’ if you have already created the class.
Step 3: A pop-up box will then appear with the options for setting up your Class.
One of the questions you will be asked is, ‘Display the option for prospects to register for this class: On your registration form’ – select, ‘Yes’.
Step 4: Once you have selected ‘Yes’ you will be asked to ‘Select your registration form’.
Here, you will select which form(s) you would like your Class to appear on. Simply, tick the box next to the name of the form you want the Class to appear on the click ‘Ok’.
Step 5: Once you are happy with your choices and the rest of the Class settings, click ‘Save and Finish’.
Step 6: By default, the Class will appear at the bottom of the form(s) you selected. If you would like it to appear somewhere else on the form(s), you will need to go to ‘Settings’ > ‘Forms’.
Step 7: Once there, select the form you would like to edit in the ‘Build/edit form for’ dropdown menu. You can then drag and drop the Class to where you want in the box on the lower right-hand side which is comprised of multiple grey boxes.
Step 8: When you are done, hover over ‘Save’ and click ‘Save and finish’.
You will now have successfully added your Class to your form(s) for selection.
How Can I Display a Payment Option on My Website?
Payment options > Membership categories
The settings for payment options are the same across the system. The functionality works in the same way across all different group types so for this example we will be using Membership Categories.
Before you can display your Membership Category on your website you will need to enable the settings for the Membership Category to either display as a standalone option on your registration page or attached to a stand-alone option.
To enable your Membership Category to be viewable, follow these steps:
Payment options > Membership Categories
Displaying a Membership Category as a Stand-alone Option
To display the Membership Category as a selectable option on your registration form, please follow these steps:
Step 1: Go to the Membership Category settings by hovering over ‘Payment Options’ and selecting ‘Membership Categories’.
Step 2: To create a new Membership Category click ‘Add new’ or to edit an existing one click on ‘Edit to the right-hand side of the screen next to the Membership Category you wish to display.
Step 3: A Pop-up box will appear with the Membership Category settings. One of the questions that you will be asked is ‘Display the option for people to register for this Membership Category: Via a stand-alone registration form?’. Here you will need to select ‘Yes’.
Step 4: The question ‘Request payment at the point of registration?’ will appear. If you would like payment made as they register, then select ‘Yes’. If not, then select ‘No’ and the person will need to be vetted and will appear in the group ‘Online registrations awaiting approval’ once they have completed their registration.
Step 5: You will now need to save your changes, scroll to the bottom of the window and select ‘Save and Finish’.
Displaying a Membership Category as a Registration Form
To display on the drop-down menu on your registration page
Step 1: Go to the Membership Category settings by hovering over ‘Payment Options’ and selecting ‘Membership Categories’.
Step 2: To create a new Membership Category click ‘Add new’ or to edit an existing one click on ‘Edit to the right-hand side of the screen next to the Membership Category you wish to display.
Step 3: A Pop-up box will appear with the Membership Category settings. One of the questions that you will be asked is ‘Display the option for people to register for this Membership Category: On your registration form?’. Here you will need to select ‘Yes’.
Step 4: The option to ‘Select your registration form’ will appear. Click on this to choose which form the Membership Category can be selected from.
Step 5: The question ‘Request payment at the point of registration?’ will appear. If you would like payment made as they register, then select ‘Yes’. If not, then select ‘No’ and the person will need to be vetted and will appear in the group ‘Online registrations awaiting approval’ once they have completed their registration.
Step 6: You will now need to save your changes, scroll to the bottom of the window and select ‘Save and Finish’.
The next stage is to make sure that you have the correct links to embed onto your website. The following steps set out the steps you need to follow to embed registration forms, the login page and event pages into your website.
Settings > Account
The following settings will allow you to embed the registration page with the drop-down menu.
Step 1: Login to your account and hover over ‘Settings’ at the top of the page. Then, select ‘Account’.
Step 2: Towards the bottom of the ‘Settings’ page you will see the ‘Navigation’ section where there will be 3 URLs - one for the registration page, one for the login page and one for the events page.
Step 3: To display your Membership Category on your website, you will need to copy the registration page URL.
Step 4: Paste the URL into an <iframe> tag in the following manner (you can adjust width and height as per your preference):
Step 5: Copy the <iframe> code into the body of your web page HTML source - it should look like this:
<script src="https://cdnjs.cloudflare.com/ajax/libs/iframe-resizer/3.6.1/iframeResizer.min.js" type="text/javascript"></script>
<script src="http://ajax.googleapis.com/ajax/libs/jquery/1.7.1/jquery.min.js" type="text/javascript"></script>
<script>
$(document).ready(function () {
iFrameResize({ autoResize: true }, '#ifrmresize');
})
</script>
It should now look like this:
Note - To make the page load back at the top of the form you will also need to add the following script.
<script src="https://cdnjs.cloudflare.com/ajax/libs/iframe-resizer/3.6.1/iframeResizer.min.js" type="text/javascript"></script>
<script>
jQuery(document).ready(function ($) {
iFrameResize({
autoResize: true,
initCallback: function(){
$('html, body').animate({
scrollTop: $("#ifrmresize").offset().top
}, 500);
},
},
'#ifrmresize');
});
</script>
Once this is done, you will be able to access your registration form, and the Membership Category, from within your website.
Alternatively, you can embed a single Membership Category into your website for use on a specific page relating to it.
To do this, follow these steps:
Step 1: Login to your account and hover over ‘Settings’ at the top of the page. Then, select ‘Account’.
Step 2: Towards the bottom of the ‘Settings’ page under ‘Navigation’ you will see, ‘Registration form URLs’ – click on ‘Select’.
Step 3: Several URLs will then appear each relating to a specific form you have created and chosen to appear as a Stand-alone option. Select the one for the Membership Category you wish to embed or the form the Membership Category is displaying on and copy it.
Step 4: Paste the URL into an <iframe> tag in the following manner (you can adjust width and height as per your preference):
Step 5: Copy the <iframe> code into the body of your web page HTML source - it should look like this:
<script src="https://cdnjs.cloudflare.com/ajax/libs/iframe-resizer/3.6.1/iframeResizer.min.js" type="text/javascript"></script>
<script src="http://ajax.googleapis.com/ajax/libs/jquery/1.7.1/jquery.min.js" type="text/javascript"></script>
<script>
$(document).ready(function () {
iFrameResize({ autoResize: true }, '#ifrmresize');
})
</script>
It should now look like this:
Note - To make the page load back at the top of the form you will also need to add the following script.
<script src="https://cdnjs.cloudflare.com/ajax/libs/iframe-resizer/3.6.1/iframeResizer.min.js" type="text/javascript"></script>
<script>
jQuery(document).ready(function ($) {
iFrameResize({
autoResize: true,
initCallback: function(){
$('html, body').animate({
scrollTop: $("#ifrmresize").offset().top
}, 500);
},
},
'#ifrmresize');
});
</script>
Having individual form URL’s embedded can be useful to separate and direct prospects to the right form from an area of your website.
For example, if they are looking to register a for a junior section you can send them straight to the pre-school form, and those looking for Membership Categories for adults can then be directed straight there too.
Well done! If you followed these steps correctly, you have now successfully embedded your form into your website.
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