How the request for membership feature works

The days of long lines and paper forms are gone for membership or activity registration applications.

The request for membership function at Springly offers your members the possibility of making an online request to your organization by submitting their documents and paying online if you wish.

This article covers the following points:

How the request for membership feature works
Activate the feature
The path for the member
Administrator validation process
Membership payment

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A member chooses a membership form and fills in his or her information. The admin receives the request and there is no payment at this level.

Then, the validation process follows that path:

The membership is validated and the contact is added to the community when a payment is recorded (online payment) or when the request is accepted by an admin (offline payment).

Activate the feature

1. To activate the application, go to Settings > Manage features > Request for membership

2. Once the application is activated, go to Forms > Memberships > Create a membership form

3. Select "Request for Membership"

You cannot modify the type of form (immediate / request) afterward.

The path for the member

1. The user makes a membership request via the form by clicking on the Apply button

2. They must choose the type of subscription.

By default, the price is not mentioned to the member. The administrator will determine the final choice of the amount to be paid.

However, you can choose to display the prices at step 4 - Payment Options of the configuration of your form, by ticking the box "Display the public prices on the application funnel".

3. The user provides the requested information and proceeds to the validation step.

4. The request is then submitted for validation.

Administrator validation process

Once the membership request has been made, the administrator can consult the dashboard by going to the form on the Pending Members tab.

By default, membership requests are filtered on those that are pending and require approval by the administrator.

The administrator must go to the transaction by clicking on the detail icon to validate, modify or refuse it.

The administrator validates the membership request directly

The administrator examines the request and decides to validate the request directly. By clicking the VALIDATE button, he or she will have two options (see below).

The administrator chooses to validate the request and send a payment link

The request will not be fully validated until payment is received. It will be placed in ''pending payment'' status.

The user will receive an email with the summary of his request, the amount to be paid, and a link to proceed with the payment.
The request is confirmed once the payment has been successfully made (or the first payment is made when using the functionality of payment in installments)

The administrator chooses to validate the request and manually record the payment online

The request is directly accepted after the click, and the admin must register the payment with the offline payment method.

The administrator modifies and saves the request for later validation

When the administrator reviews the request, he or she can update the information of the patron and the option he or she has chosen without validating it.

Examples: the documents are not compliant, information/parts are missing, etc.

The administrator modifies the request before validating it

The administrator examines the request by updating the information he or she wishes (change of formulas) or applying a reduction before validating the request.

The administrator denies the request.

The administrator can refuse the request by clicking on the red button ''Refuse''.

By refusing the request,

The membership request will be rejected, and the user will not be saved as a contact in the database
No email is sent automatically to the user, but it's possible to write a comment to explain why you refused the request (optional).

Membership payment

Online payment

The user receives an email allowing him or her to finalize the subscription by proceeding to the payment.
By clicking on the email, he or she is redirected to a page where he/she can proceed to payment.

Furthermore,

The user can tip Springly (if this option has been defined as a payment method by the organization). Consult this article to know more.
The user can select an online payment method from those selected on the collection settings page (either by credit card or by payment by installments).

Once the payment has been completed, the user is redirected to the confirmation page. At this stage, he/she is automatically identified and added as a member of the orgaization's database.

Admin records payment with offline method

When the administrator validates the request, he or she can:

Send a payment link to the patron.
Record a payment with an offline payment method.

If he/she chooses to register the payment with the offline payment method, he/she will be directly redirected to the payment registration page.

At this stage, the administrator can:

choose the dedicated payment method and save it,
or register the payment later (e.g., the user is validated, but the check/cash has not been given to the organization yet).

Once the payment has been validated, the contact is automatically identified and added as a member of the organization's database.