Customization

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Membership Form Templates

There are 3 membership form templates: - Member Sign-Up - this is the template used when a new member is signing up. - Member Manage - this is the template used when an existing member is signing in to manage their account. - Admin Profile - this is the template used for the member's Profile tab in your administrative interface. Having separate templates for these forms allow you to have fields or features on one form but not another. For example, data fields that are for administra...

Data Fields & Custom Fields

How Do I Create A Custom Field? Click on "Add Field", and select "New Custom Field" under Field. A 2 character identifier is required. This is a unique identifier that will be used to refer to this field across the system. Note that this is different from the description; the description is just the text that appears next to the input box in the form, and can be changed without altering the value of this field. So you can have the same field on 2 different templates, but different settings or...

Special Data Fields

Social Media Fields We provide a number of social media fields. When used in conjunction with the "Social Media Links" box type in the directory profile, that will display your members social media pages through icons. Note that it is not possible to customize or add to the available social media icons/fields beyond what is provided. Please use the "Profile Links" box to allow your members to add other links as needed. Non-Taxable Field If the "Non-Taxable" field if set for a member, it will re...

Printable HTML Box For Membership Templates

The Printable HTML box allows you to place HTML with the member's information on the member account templates. It can be used to create printable membership cards, printable certificates, and more. Please consult with a developer if you cannot work directly with HTML. To make your HTML printable, you should reference sizes and positions using "in" (inch), "cm" (centimeters), "pt" (points), etc. We use a default font size of 11pt inside the box if you enable the printing feature. The following ...

Directory Profile Template

This template controls how the member profile is displayed in the directory. HTML knowledge may be required if you need to deviate from the default template significantly. Tabs & Boxes The directory profile template is organized as "Tabs", which contains "Boxes". Each tab is given a 1-word name, this name is displayed in the navigation menu and in the URL. Each box can either contain custom HTML, or serves a specific/special function - profile gallery, deals, contacts, map, social links, ...

Directory Search

The directory search template controls the search options for your members directory. The template is organized as a list of search "Boxes". Each box can either allow searches by fields, or can serve a specific search function. * Search by Keyword The search by keyword box is the main search box, it cannot be deleted or moved. Keyword search will search for words within the following fields - account name, organization name, contact name, address - city, tagline, and profile description....

Directory List Template

This template controls what information is shown in the list view of your members directory (as opposed to the directory profile for a single member when you click on a member in the list). By default, the directory list shows a small logo or headshot, the account name, tagline, and small icons indicating if the member has a deal and/or recommendation. The directory list template can be customized in HTML. You can use the following tags to embed information from the account, as well as conditio...

Advanced Customization - Signup Form

Customizing Membership Level Selection The membership level selection box on our signup form template is designed to be universal. However you may find better conversion rates using your own layout for the membership levels, descriptions and selection buttons. The simplest way to accomplish this is to create separate sign up pages for each membership level, and then use a main page to link to the appropriate signup page: 1. Obtain the HTML snippet/WordPress shortcode for the Membership Sign-Up...

Advanced Customization - Members Directory

**Search Area Customization** You can create multiple pages on your website using the members directory snippet/shortcode with each page showing results in specific areas. Search area is specified by a location and a search radius. To specify a search area on the snippet/shortcode, replace "!directory/map" with "!directory/map/rad=xxx/zip=yyy", where "yyy" is a location/address, "xxx" specifies the search radius, and "map" specifies the (optional) map display. The accepted values for search r...

Email Templates - Welcome Email / Admin New Member Notification

The following are tags supported in the welcome email sent to new members and the notification sent to admins (if enabled under the membership level). The welcome email template is setup under each membership level under Labels & Membership > Membership Levels. The admin new member notification email template can be edited under Customization > Emails. Note that only fields that are part of the first tab of the Member Sign-Up template can be used because the emails are sent as soon as the...

Email Templates - Password Request

The following are tags supported in the password request email template. Note that not all account fields listed here may be applicable if they are not being used on your membership forms. General Tags [now] - Current date [us] - Name of your organization [website] - Website for your organization (as setup under Organization Settings Account Field Tags [uid] - Account ID [contact] - Contact name field if available, otherwise Account Name field [nam] - Account name [ctc] - Contact name [bi...

Email Templates - Renewal Notices

Renewal notices are setup under each membership level under Labels & Membership > Membership Levels. The following are tags supported in the upcoming renewal and past due emails sent to members. Note that not all account fields listed here may be applicable if they are not being used on your membership forms. General Tags [now] - Current date [us] - Name of your organization [website] - Website for your organization (as setup under Organization Settings Account Field Tags [uid] - Account ...

Email Templates - Event Confirmation Email / Event Payment Due Invoice

You can customize the event confirmation email under the event's Advanced tab. The event payment due invoice is an email that is sent out to your event registrants who select the offline billing option, if offline billing is allowed under the event's Advanced tab. The event payment due invoice template can be found under Customization > Emails. The following are tags supported in custom event confirmation emails and the event payment due invoice. Note that only account fields used on your ev...

Email Templates - Forms / Carts / Donations Email Receipts

You can setup email receipts to be sent to users under each form in Forms Carts Donations under the Settings tab. You can also setup email receipts to go out when a particular item is checked out under the item's Receipt tab. The following are tags supported in forms, carts & donations email receipts. Note that only account fields used on the form's template can be applied. General Tags [now] - Current date [us] - Name of your organization [website] - Website for your organization (as setup ...

Email Templates - Payment Receipts

You can customize the email template for payment/refund receipts for memberships, events, and other under Customization > Emails. The following are tags supported in the membership, event and other payment receipts. Note that for membership payments only the account fields used in the membership form would be populated. Similarly only the account fields used in the event registration form will be populated when sending event payment receipts, and only the fields used in the forms/carts/donat...

Email Templates - Invoices

The following are tags supported in the invoice template. Note that not all account fields listed here may be applicable if they are not being used on your membership forms. General Tags [now] - Current date [us] - Name of your organization [website] - Website for your organization (as setup under Organization Settings Account Field Tags [uid] - Account ID [contact] - Contact name field if available, otherwise Account Name field [nam] - Account name [ctc] - Contact name [biz] - Organizati...

CSS & Colors

**Changing Button & Link Colors** The following CSS rules change the color and background of the buttons, in this case to a gray background (#666) with white (#f8f8f8) text: body #SFctr button, body #SFctr a.SFbtn{color:#f8f8f8;background:#666} body #SFctr button:hover, body #SFctr a.SFbtn:hover {color:#fff;background-color:#444;text-decoration:none} The following changes the color of the selected tab button to a red background (#b5111a) against white (#fff) text, and the inactive tabs to gr...