How to add Text to the Membership Application ‘Payment Completed – Thank You’ Screen

Christine

October 20, 2020 08:47

Once the Membership application is completed by the member, they will see a final submission/renewal successful screen, which will either confirm payment or instruct them on the next step. Much of that screen will have a Standard Financial Message, but we also have the ability to add text below it. To reach the page where you can access this:

Accessing Membership Categories

1. From the Member365 Administrator Dashboard, hover over ‘Membership’ on the bar at the top of the screen, then select ‘Category Setup’ from the dropdown menu.

Membership Category Setup.png

2. Find the membership category whose payment complete text you want to edit, either by typing its name into the search bar or by locating it in the list, and click its name.

Certified Member Category.png

Access the Customize the Confirmation Message

4. In the side menu click the ‘Other Settings‘ tab.

Membership Other Settings.png

5. Scroll down to the Customize Confirmation Message section.

Member365-_-Membership-Category_other_options_Customize_the_Confirmation_Message.png

Personalize the Payment Completed screen

6. The ‘Application Complete Message‘ will allow you to add a personalized text at the bottom of the Membership Application submission Payment Completed screen.

7. The ‘Renewal Complete Message‘ will allow you to add a personalized text at the bottom of the Renewal Form submission Payment Completed screen.

8. Once you’ve finished entering your desired message in the pop-up rich text editor screen, click ‘Update Completion Message‘.

Payment Completed Message Updated.png

8. Click ‘Save Membership‘ to Save your progress.

Congratulations, you have added text to the ‘Payment Completed – Thank You’ screen!