Link a Form Checkout to an Account
When a member submits a form, our system will automatically link the
form submission/transaction to the member's timeline. If the member was
not logged in to their account when they submitted the form, our system
will still link the form submission to their timeline if they entered an
email address associated with their member account (either the primary
email address or an additional contact's email address).
If
they submitted the form using an email address that is not associated
with a member account, our system will not link the submission to their
timeline.
If this happens, an admin can follow the steps below to manually link the submission to the member's timeline.
Step 1: Open Form
Go to MembershipWorks > Forms Carts Donations and click on the applicable form on the right.
Step 2: Locate Record
Click the Dashboard tab link at the top if it is not already selected.
Step 3: Manage Record
Click the Manage link to the right of the member's name in the list of names on the form dashboard. (Note that names in the list that have a silhouette icon to the right of their names are linked to member accounts. Names that do not have this icon to the right of their names are not linked to an account.)
Step 4: Link Record to Desired Member Account
Click Link transaction to account in the pop-up menu.
Step 5: Search Members Name
Enter all or part of the member's name in the search field and click Search.
Step 6: Select Member in Search Results
Click on the member's name in the search results.
Step 7: Record Updated
The member's name will now display a silhouette icon next to their name to show that they are linked to a member account. You can click the silhouette icon to go into the member's account.
Get Support Along the Way
