Your organization may offer free membership as a way for those interested in your organization to sample some of your membership offerings. Some organizations may create free membership levels as a way to offer honorary or complimentary membership.

Follow the steps below to create a free membership level or click here for instructions on creating a paid membership level.

Step 1: Go to the Membership Level Settings

Step 2: Enter Membership Details

Give your membership level a name and description.

Step 3:  Allow Online Sign-Up

If you want to allow members to sign up for this membership online, check the box next to Allow signup for this membership from website. Otherwise, leave this unchecked if your free membership is intended for complimentary or honorary membership in which only the admin should be able to place the member on this level.

Step 4: Select Free Membership

Next to Is this level paid or free? select This is a free membership level.

Step 5: Choose to Allow Members to Upgrade or Downgrade

Next to Allow members to upgrade/downgrade to you can click on the level(s) that members on this level should be able to upgrade to.

Step 6: Save Settings and Move to the Actions Tab

Click Save & Next which will take you the Actions tab. From the Actions tab you can set up actions such as the email template that new members receive automatically when signing up for this membership.

Step 7:  Set up the Welcome Email

In the section titled When Members Sign Up Online, you will find the welcome email template under Send user the following welcome email.

Step 8: Redirect Members to a Welcome Page

Under the Actions tab you may also find it useful to create a welcome page on your website and provide the URL to this page next to Redirect user to following URL after completing form. New members will be sent to this page after signing up. Please note that this is optional. If you leave this setting blank members will receive a confirmation message after completing the sign up form.

Step 9: Save Your Settings

Click the Save & Close button at the bottom when complete.