Launching A Membership Campaign

Before Starting

With a membership campaign, you can choose to register your members manually or allow them to sign up online autonomously. The second option can save you precious time, providing better follow-up with your members. 

How a Membership Campaign Works

All your membership campaigns will be listed under the "Membership" page. If you have not launched any campaigns yet, it's time to start!

To do so, follow the steps below:

1. Go to Forms & Campaigns > Memberships section.

2. Click  +Create a Membership Campaign.

3. There are three questions you must answer to choose the best Membership for you!

• What type of campaign are you running?
  • immediate Membership: Once Registered, the contact becomes a member
  • Request for Membership: The contact submits a membership for your approval

• Who are your members?
  • People
  • Structures

• What type of campaign in terms of renewal would you prefer?
  • Manual Membership renewal
  • Membership & payment renewed automatically

4. Follow and fill in the five steps on the page, and your campaign will be ready to go! For more details on every step, check this article. 

Overall, a membership campaign has three parts:

• A Form, which is filled in by a member when they register, which your nonprofit can fully personalize.
• A Communication page holds the link to the form and the different ways it can be published.
• A list of Members, allowing you to follow the registrations and the associated payments.

New members will be added automatically to your Community (CRM). This way, you can easily follow the payment status and have an overview of all your contacts.