Shopping Form
The Forms Carts Donations feature adds more
functionality which allows your members and website visitors to purchase
items and interact with your organization more meaningfully. Purchases
and form submissions by members are noted on their member Timeline.
To create a shopping page form:
- Log in as the primary administrator to MembershipWorks
- Go to Forms Carts Donations
- Click “+ New Form”
The primary admin can give secondary admins the ability to access forms that have already been created.
Form Template Tab
This is where you can add the questions you would like all shoppers
to complete, no matter which item they select. You will have the
opportunity to add questions specific to a particular item at a later
point. By default the form will have fields to collect the Name, Email
and Phone. In most cases you won’t need to update this. If you do you
can follow the directions below.
How to delete a field
- Click on the field you’d like to delete
- Click Remove
- Click “Confirm Remove”
- Follow steps 1 through 3 to delete all of the fields you no longer want
- Click Save & Continue to finalize the changes
How to add a field
When
adding a field, you can either opt to add a custom field or click on
the “Field” drop down menu to select one of the existing system fields.
If a system field exists for your purpose, we recommend using that field
type instead of creating a new one. To create a new custom field:
- Click “+ Add Box”
- Add the question you’d like to ask in the box next to “Description”
- Next to “2-letter identifier” type any 2 letters
- Set the “Type” to the kind of questions you’d like to ask
- Click OK
- Repeat steps 1 through 5 for each question you’d like to add
- Click Save & Continue to finalize your changes
How to add new boxes
You may want to organize your questions into different boxes. You can see an example of a form with different boxes here.
- Click on “+ Add Box”
- Put a title for the box in “Box title”
- Add a description if you’d like in the “Description” field
- “Visibility” should only be set if you would like to limit which members or groups of members can see the questions in this box.
- Click OK
Once
you’ve added the box you can follow the above directions on “How to add
a field” to add fields to the box. You can also drag and drop existing
fields from one box to another. Don’t forget to click Save & Continue to finalize your changes.
Form Items Tab
This
is where you can add the items you’d like to sell. You can add as many
items as you’d like. Please note that there is not a search
functionality on the shopping page so you should not add too many items.
Directions to add an item
- Click “+ New Item”
- Give the item a Name and Description
- Set the “Item type” to “Fixed price good/service”
- Set the “Item price”
- Add a “Handling fee” if needed. You can add it here and it will be charged per item or on the Settings tab if you prefer it to be charged per checkout.
- If you need to override the tax rate set up in MembershipWorks > Organization Settings > Integration > Tax Rules
you can do so by adding the tax rate you’d like applied to this item in
the “Override tax rate” box. In most cases you can just leave this box
blank.
- Add the email addresses of anyone you’d
like to be notified when someone checks out this item. You can add
multiple emails by separating them with a comma and no space*.
- By
default the button text to select this item will say “Add.” If you’d
like to change it, you can add the text you prefer in the box next to
“Button text.”
- You can restrict the item to only
accounts with a particular membership level or label by enabling the
“Restrict to” feature. After you enable it click on the membership level
or label you’d like to have access to the item. You’ll see the
background turn green to show that it has been enabled.
- You
can exclude the item from accounts with a particular membership levels
or labels by enabling the “Exclude” feature. After you enable it click
on the membership level or label you’d like to exclude from having
access to the item. You’ll see the background turn green to show that it
has been enabled.
- Checkout actions allow you to
add current accounts to Folders or Labels when they check out. You can
also create accounts for people who aren’t currently in your system.
Please note that as long as they just check out an item they will not
count towards the total number on your MembershipWorks plan. However if
you have accounts created for people, those accounts will count towards
the total on your plan.*
- For organizations that have our Premium MailChimp integration
you can have people who select this donation automatically added to
your MailChimp list. You can also attach MailChimp tags to them. If you
don’t have our premium MailChimp integration you’ll be able to export
them from the form Dashboard and import them into MailChimp or other email marketing software.
- Click Next to go to the Images tab
*
Notification emails, checkout actions and receipts can be set
individually for each item or for the whole form in the Settings tab of
the form.
Item Images Tab
- To
add an image, click or drop the file in the box as directed – the first
picture will be the one that shows as the main image. Additional
picture(s) will show when the website visitor clicks on the item for
more information.
- Click Next or Save Item (the latter will appear if you are returning to add to/edit the item).
Item Options Tab
- Click “+ Add Item Option” if you’d like to give different options for this shopping cart item.
- If some options cost an additional amount, you can add the additional amount in the “Price difference” box.
- Click Next or Save Item (the latter will appear if you have returned to edit your item).
Item Questions Tab
The Questions
tab allows you to add as many questions as you’d like for this item.
This question will be asked each time this is selected. If, for example,
a website visitor selects 5 of this item and you have asked the
question, “What name would you like on the shirt?” they will need to
answer the question 5 times.
- Click “+ Add Question” to create your question
- Fill out the information for the question
- Click Next or Save Item (the latter will appear if you have returned to edit your item)
Item Receipt Tab
You can create a separate receipt for each item or have just one receipt that you create in the Settings tab.
If there is information particular to this specific cart item, for
example if you are communicating item-specific delivery information, it
makes sense to have a separate receipt for this item. Otherwise you may
just want to create one receipt in the Settings tab.*
- Add your “Subject line for the email”
- Add your message in the “Message for email” box
- Click Add Item or Save Item (the latter will appear if you have returned to edit your item) to finalize the item
* Notification emails, checkout actions and receipts can be set individually for each item or for the whole form in the Settings tab of the form.
Form Settings Tab
This is where you control the general settings for the form. Let’s take a walk through all of the settings.
First Box
In top box you can control the following:
Form name:
This is set when you create the form. You can change it here if you’d
like. Please note that if you change the name, it will change the
WordPress shortcode and HTML5 snippet used to embed the form on your
website. Therefore if you change the name after putting the form on your
website you will need to update the WordPress shortcode or HTML5
snippet on your website.
Notify email(s): You can
add email addresses of people who should be notified when someone
checks out this form. This can also be done at the item level if you
prefer. If you have multiple emails you like notified, separate them
with a comma (no space).
Redirect to: You can put a URL in this box and it will redirect the member to that page upon checkout.
Checkout button text: Here you can update the text you’d like on the checkout button. For example, some people like it to read “Buy Now.”
Scroll:
If most website visitors will only be selecting one item, you can
enable this setting and the form will automatically scroll down to the
checkout area after an item is selected. If people will be selecting
multiple items, it is best not to enable this setting.
Handling fee: Here you can put the handling fee you would like charged when someone checks out items on this form.
Limit items per checkout:
You can leave this blank if you don’t want to limit the number of items
a website visitor can check out. If there is a limit you can add it
here.
Checkout actions:
- “If
user has account, add user to these folders/labels” allows you to add
users who already have an account in your system to a particular Folder,
or add a Label to their account. When selected you will see a list of
all the Folders and Labels you’ve created. Click on the ones you’d like
and you’ll see their background turn blue to show that they have been
enabled.
- “If user has account, remove these
labels” allows you to remove Label(s) from an account when they check
out this form. When selected you will see a list of all the Labels
you’ve created. Click on the Labels you’d like and you’ll see their
background turn blue to show that they have been selected.
- “If
user does not have account, add user to these labels/folders” will
automatically create accounts for users that check out this form and
don’t currently have an account. In most cases we don’t recommend
enabling this setting as each account created will count toward the
total number on your MembershipWorks plan. You will be able to see and
export information from the form on its Dashboard, including contact information of people who do not have accounts in your system.
- “Add user to email list” will only be visible if you have the Premium MailChimp Integration Add-On.
This allows you to automatically add people who check out this form to
the MailChimp audience of your choice. You can also have it
automatically attach Tags in MailChimp. If you don’t have the Premium
MailChimp Add-On, you can export from the forms Dashboard to a csv spreadsheet and then import the spreadsheet into your newsletter platform.
It is important that you always click Save after making any changes in this box to finalize your change.
Settings - Billing Options Section
If
you would like website visitors to be able to check out a shopping cart
purchase without making an online payment, you can enable “Allow
offline payment.” This is used if your organization wants to allow cart
submissions where the purchaser can pay by cash or check at a later
date.
Once you enable this option, you will see a box to add
payment instructions. This could include an address to mail the check or
when and where to deliver a cash payment.
You will also be able
to create an email that goes out to them upon checkout with directions
for payment. Once you record that the payment has been received, the
“Email Receipt” set up in the next section will go out.
Settings - Email Receipt Section
Here
you can create a receipt that goes out when someone checks out the
form. Below the email box you can click on “Tags” to see what tags are
accepted in this email. For example if you type “[now]” it will replace
“[now]” with the current date when the email is sent.
Settings - Tax Rules Section
If you need to override the tax rate set up in MembershipWorks > Organization Settings > Integration > Tax Rules
you can do so by adding tax rules here. If you’ve set up items to
override tax rules, they will override the rules you have set here.
Add the Form to Your Website
You can add the form to your website by
utilizing the shortcodes/snippet codes that we provide. Please note that you can only put
shortcode or snippet code per a page. To obtain the code needed to embed the form on your site follow these steps:
- Click on the forms Dashboard and then click "Embed/Link"
- From here you will find the shortcode/HTML snippet needed to embed the form on your WordPress, Wix or other site
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