Are you looking for an easy way to collect membership applications and manage your organization's onboarding process? Look no further than ClickUp's Membership Form Template!
This all-in-one template allows you to:
- Collect necessary information from members in a streamlined form
- Organize and store data securely with simple database integration
- Track the progress of each onboarding process
Whether you're setting up a new online community or managing an existing one, this simple template will help you get it done quickly and efficiently. Sign up today and make onboarding easier than ever!
Benefits of a Membership Form Template
Using a membership form template is a great way to ensure your organization’s membership process is efficient and streamlined. Benefits include:
- Having an accurate, consistent record of all members
- Eliminating the need to manually create forms for each new member
- Ensuring that all required information is collected in a structured, organized way
- Saving time and resources by making it easier to manage memberships
Main Elements of a Membership Form Template
ClickUp's Membership Form Template is designed to help you capture information about members and track their progress. This List template includes:
- Custom Statuses: Mark task status such as For Review, In Review, New Application, Approved, and Complete to keep track of members and their progress
- Custom Fields: Use 15 different custom attributes such as Gender, Date of Birth, Address, Membership Tier, Mobile Number, to capture vital information about members and easily visualize member data
- Custom Views: Open 5 different views in different ClickUp configurations, such as the Membership Process, Getting Started Guide, New Application, Active Members, and Membership Form so that all the information is easy to access and organized
- Project Management: Improve member tracking with automated notifications, task dependencies, tagging, and more
How to Use a Membership Form Template
Creating an effective membership form doesn’t have to be complicated. Here are 6 steps you can follow to ensure that your membership form will be a success:
1. Gather information
Before creating your membership form, it’s important to gather all the necessary information. This includes details about the type of memberships you’re offering, the cost of each membership, and the benefits associated with each.
Create a Doc in ClickUp to collect all the information about your memberships.
2. Design the form
Using a spreadsheet program or other suitable software, create a template for your membership form. This should include basic information such as name and contact details, as well as questions about the type of membership they’re interested in.
Create a Table view in ClickUp to design your membership form.
3. Add additional questions
You can also ask additional questions to gain a better understanding of your members. This can include questions about their interests, hobbies, occupation, etc.
Customize fields in ClickUp to add additional questions to your form.
4. Add payment details
If you’re offering paid memberships, you’ll need to include details about how they can pay for their membership. This can include a link to an online payment gateway or instructions for sending a check.
Create a Dashboard in ClickUp to track payment information.
5. Review and refine
Once the form is complete, review it carefully to make sure all the questions are relevant and all the necessary information is included.
Set a recurring task in ClickUp to review and refine your membership form.
6. Publish and promote
Once you’re happy with your form, it’s time to get it out into the world. Publish the form on your website, social media channels, or any other platforms that your members may use.
Create an Automation in ClickUp to publish and promote your form across multiple platforms.
Get Started with ClickUp's Membership Form Template
Organizations/Groups can use this Membership Form Template to help everyone stay on the same page when it comes to collecting and managing member information.
First, hit “Add Template” to sign up for ClickUp and add the template to your Workspace. Make sure you designate which Space or location in your Workspace you’d like this template applied.
Next, invite relevant members or guests to your Workspace to start collaborating.
Now you can take advantage of the full potential of this template to create and manage a membership application process:
- Use the Membership Process View to map out the steps in the application process and keep track of progress
- The Getting Started Guide View will provide helpful instructions for applicants
- The New Application View will help you review and track new applications
- The Active Members View will keep track of all approved members
- The Membership Form View will provide a form for applicants to fill out
- Organize tasks into six different statuses: For Review, In Review, New Application, Approved, Complete, to keep track of progress
- Update statuses as you progress through tasks to keep stakeholders informed of progress
- Monitor and analyze tasks to ensure maximum productivity