Archive for October, 2016
Did you know you can offer paid memberships through a simple online form?
If you thought offering online memberships was challenging because it involved a recurring payment each year (or month), you’d be wrong. Making a membership or subscription form with FormSmarts is (almost) as easy as making a one-time payment form.
Creating a Recurring Membership Form with FormSmarts
What Is a Recurring Membership?
Before discussing how to make a membership form, let’s first define what a membership is: A member of an organization or membership site may take part in the activities or otherwise claim the benefits exclusively offered by the organization or site to its members during the period of time covered by the membership (one year or month or any other period of time) by paying a membership fee. To remain an active member after the initial period of time, a member needs to pay again. Because most members want renew their membership, membership fees tend to be recurring payments.
When someone signs up for a recurring payment, also called subscription, they agree to be charged a fee at the time they subscribe and again after each period of time specified — until they cancel their membership.
How Can I Make a Recurring Membership Form?
The short answer is: simply by writing “Recurring Membership ($100 USD/year)” on a form. FormSmarts will understand that the person filling out the form should be charged US$100 each year for a membership called “Recurring Membership”.
Like with other types of payment forms, you may add a recurring fee to a form in a radio button option, check box, drop-down list option or text block.
FormSmarts supports the following recurring periods and (optional) number of installments:
- Recurring Monthly Subscription ($15 USD/month)
- Recurring 6-Month Membership ($60 USD/6 months)
- Recurring Yearly Membership ($100 USD/year)
- options: day(s), week(s), month(s), year(s)
Recurring Times/Number of Installments
- Quarterly Subscription (4 x $20 USD/3 months)
- Optional, if Recurring Times is not specified, the recurring payment runs until it is canceled
- Think of Recurring Times (4 in this case) as a number of installments
Multiple Recurring Fees
You may allow users to select more than one recurring fee on a form like on the membership form shown on the screenshot above (feel free to try the demo), but all fees must then have the same Recurring Period and Recurring Times.
When someone selects multiple fees, FormSmarts will charge them each time for the total amount.
Offering a Trial Period
Many membership sites offer new members a trial period allowing them to access the site at a low or no cost before having to pay the full membership fee. A fee with terms (i.e. Recurring Period and Recurring Times) different from the first recurring fee listed on a form is interpreted by FormSmarts as a trial period. Our membership form demo has a trial period.
Integration with Other FormSmarts Features
- If cloud storage is enabled, the details of a membership and all associated payments are listed on FormSmarts on the page corresponding to the initial form entry. A link is provided in every email notification.
- FormSmarts sends a confirmation email to the donator after each successful payment
- FormSmarts notifies the account owner when a recurring payment is received
We are pleased to announce that FormSmarts now also supports recurring donations. A recurring donation allows a contributor to sign up for a donation plan to give the same amount at regular intervals, typically every month or year.
Creating a Recurring Donation Form
- Add a text box with the field name formatted as My Donation ($ USD/month)
- Set the field’s Allowed Content (aka. data type) to Number
- In the Form Details screen of the form builder, set the On Submission option to Integrate with PayPal using advanced integration.
FormSmarts supports the following variations:
- Cause Description ($ USD/month)
- Cause Description ($ USD/2 weeks)
- options: day(s), week(s), month(s), year(s)
- Cause Description (12 x $ USD/month)
- Think of Recurring Times (12 in this case) as a number of installments
- If Recurring Times is not specified, the recurring donation runs until it is canceled
Contribution to Multiple Causes
As illustrated on the screenshot above and in this demo, you may add multiple donation boxes to a form to give contributors the opportunity to choose the causes they wish to donate to and allow them to contribute to several causes in a single donation. In the example above, the donor is signing up to give a total of $300 each month; with $200 to support Project A and $100 going towards Projects B.