Before You Begin
Ensure your preferred payment provider(s) are connected: Stripe for card payments or GoCardless for Direct Debit.
Create the Campaign you plan to associate with the Form so it appears in the dropdown list.
Create a New Membership Form
Go to Forms, then click Manage Forms.
Click Add Form and select Membership Sign Up from the dropdown.
Enter the name of your Form in the Form Description box.
Select the Campaign you want to associate with the Form.
Click Save to open the full Form configuration.
Configure the Form Behaviour
Review the Form details you entered previously.
Confirm that Form is Active is set to Yes; set this to No when the Form is no longer needed.
Add or edit the Description for internal reference.
Enter a Form Title that displays on the browser tab when supporters access the Form.
Review the URL for Form, which includes:
A Base URL (cannot be changed).
A URL suffix, which Donorfy auto-generates but you can replace with a unique, descriptive value using only letters A–Z and numbers 1–9.
Click Copy URL to copy the full Form link.
📌Note: Each Form requires a unique suffix; duplicate values are not allowed.
Choose What Happens After Submission
Select Display this message if the Form is embedded on a webpage and you want to show a confirmation message within the frame.
Select Redirect to this URL to direct supporters to an external webpage, such as a thank-you page.
📌Note: When the Form is embedded (not standalone), the redirect occurs inside the iframe.
Use the Code Snippets
Set Display form as a standalone page to Yes to open the Form in a full browser tab using your branding.
Use the provided button code snippet to link to the standalone Form from your website.
If using the Form inside your webpage, use the iframe snippet instead.
Design Your Form in the Form Designer
Use the Form Designer to add and organise the elements your Form requires.
Required Elements
Membership Element: to display membership products and pricing options.
Constituent Details: to collect details of the purchaser.
Submit Form: to allow the supporter to complete the process.
Optional Elements
Add additional elements such as Communication Consents or Content to provide context, instructions, or additional supporter information.
Configure the Membership Element
Heading for Membership Element
Enter promotional text, benefits, or images to introduce your memberships.
Use the text editor or the Source option for HTML-based formatting.
Product Options
You may add up to six membership products. For each product:
Select the Product from the dropdown list.
Click Show Details to configure the product.
Add a Product description, including images or promotional text.
Choose one of the following pricing approaches:
Fixed prices for monthly and/or annual membership.
Choice of prices, offering up to three predefined price points plus an optional “enter your own amount” field.
Specify whether additional members can be included.
Enable Gift Purchase if the membership is being bought for someone else; add explanatory text as needed.
Choose the payment options available: Direct Debit (GoCardless) or Payment Card (Stripe).
Configure the Processing Tab
Use this tab to define how the membership RPI and transactions are recorded.
RPI and Transaction Settings
Select the values that will be applied to all membership sign-ups:
Fund.
Bank Account.
Department.
Channel (marketing channel).
Acknowledgements for email and postal receipts.
Stripe Settings
Select the Payment Method you want to assign to Stripe transactions.
GoCardless Settings
Add optional text (up to 100 characters) to be displayed on the GoCardless mandate form and specify a page supporters are sent to if the mandate setup fails.
Supporter Journey Settings
Select the Membership Automated Campaign (Mailchimp Classic Automation).
Select the Purpose required for triggering the automation.
Use the Prompts & Messages Tab
Customise the system prompts and messages displayed to supporters during the Form process.
Adjust instructional text to suit your organisation’s tone and requirements.
Save and Preview the Form
Click Save Changes once your Form is fully configured.
Click Preview Form to open the Form in a new browser window and test the supporter experience.