How do Contacts Apply to Become Members

Contacts within your database may have access to the portal as non-members. They've seen what is offered to members and would like to apply for a Membership. How do they go about doing this?

Keep reading to find out how contacts can apply to become members. 

If you need to learn how to configure your membership categories beforehand, click here. 

The Application Form Link

The only way for a contact to apply to become a member is by getting access to the application form.

You can find the application form link in two places, and link it to your public facing website and/or submit it to the contact directly.

1. Log in to your Member365 admin dashboard.

2. Hover over 'Membership' in the main menu.

3. In the dropdown that follows, click on 'Category Setup' 

4. Find the Membership category you'd like the link for.

5. Click on the three dots to the right of the title. 

6. In the dropdown that follows, click on 'Application Form Link' 

7. Copy the link to your clipboard to share it.

8. You can also find the application form link by clicking into the Membership category, on the left side.

Congratulations! You now know how to find and share the application form link.