What is a Membership Form?
Forms are stand-alone web pages or little boxes embedded into a website that allow a person to enter information. They have blank fields where you can enter your name, drop-down boxes that you can select options from, and other special functions.
Membership Forms allow individuals and organizations to subscribe to Memberships that you've created in your Keela account and even make payments.
What happens when a Contact completes a Membership Form?
There are several different automated processes that occur when a response is submitted through a Keela Membership Form. Let's take a look!
(1) Member's Information
The member's information is stored in a new Contact or updated to an existing Contact record in Keela. You can add as many questions to your form as you like, so it's a great opportunity to collect information!
(2) Membership Information
The membership that your Contact has selected on the form will be automatically updated in the Memberships tab of their profile in Keela.
(3) Membership Payment
If your Membership requires a payment, the payment information that was entered into the form will be sent directly to PayPal or Stripe to be automatically processed and deposited into your bank account - easy peasy!
(4) Membership Transaction Receipt
A transaction receipt will be produced and sent to your payee automatically. This receipt will also be added to the Membership record on the Contact's profile in Keela.
Sounds pretty great right? Head over to our 1. How to Create a Form to get started.