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How Members Can Join Your Organization

Learn about the different ways you can allow new members to join your organization through your Join It Member Portal

Written by Leah Pelkey
Updated today

Summary

There are several simple ways for people to join your organization using your Join It provided Member Portal. Whether you want to embed it on your website, share a direct link, or send a personal invitation, you can choose the option that works best for you and your audience.

Choose the Best Way for Members to Join

Option 1: Embed the Member Portal on Your Website

If you already have a website, you can embed your Member Portal directly onto a page. This allows visitors to purchase and join your organization without ever leaving your site.

To embed the Member Portal:

  1. Navigate to the Member Portal tab in your dashboard.

  2. Under Embeddable Widgets, click View Embed Tool.

  3. Copy the provided code.

  4. Paste the code into your website’s HTML where you’d like the join form to appear.

Once added, visitors will be able to sign up and complete their membership directly from your website.

Here's where you can learn more about the Member portal widgets.

Option 2: Share Your Direct Member Portal Link

If you don’t want to embed the portal, you can simply share a direct link to it. This is perfect for email campaigns, social media posts, or adding to a button on your website.

To find your Member Portal link:

  1. Click the 'View Member Portal' button on the left-hand side of your dashboard.

  2. Copy the URL from your browser’s address bar.

  3. Share that link with anyone who would like to join your organization.

When someone clicks the link, they’ll be taken straight to your Member Portal to complete their membership purchase.

Option 3: Send a Quick and Easy Invitation Email

For a more personal approach, you can send a direct invitation email to prospective members.

To send a Quick and Easy invitation:

  1. Go to the Members tab.

  2. Click Add Member and add them as a prospective member (if they’re not already in your account).

  3. Navigate to the Communication tab.

  4. Select 'Send Messages'.

  5. Choose the member you’d like to invite.

  6. Select the Invitation template when setting up the email.

This sends them a direct invitation with a link to join your organization.

Here's where you can learn more about sending Quick & Easy Emails.

New to Join It? Schedule Your Onboarding Call

If you’re a new organization and haven’t scheduled your onboarding call yet, we highly recommend doing so. During this call, we’ll walk you through your account setup, review best practices, and answer any questions you have so you can feel confident launching your membership program.

Frequently Asked Questions

Can I add Members in Bulk?

Yes, we’re happy to help with bulk importing your members into your account for you. You can learn more about that process here:
https://support.joinit.com/en/articles/989999-importing-your-members

Can I customize what information Members provide when joining?

Yes, you can configure your membership settings and custom fields to collect the specific information you need during the signup process.

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