The New Member Form allows prospective members to submit their information online and, once approved, be added directly to your RakefetOnline database.

Step 1: Open the New Member Form Setup

Navigate to:

Setup → Database → New Member Form

Step 2: Configure the Form

Complete the basic form settings:

  • Select a Form Theme
  • Upload a Form Image
  • Enter your synagogue's Website URL
  • Add one or more Response Email Addresses
  • Create a Custom Form Message welcoming prospective members and describing your congregation. 

Tip: Include membership benefits, community highlights, and contact information in your welcome message.




Step 3: Select Your Fields

Click Fields Setup and choose which information you want to collect.

Common fields include:

  • Family Name
  • Adult Names
  • Email Addresses
  • Phone Numbers
  • Mailing Address
  • Children's Information
  • Yahrzeit Information
  • Membership Interests
  • Volunteer Interests

Only select the fields you truly need to keep the form user-friendly.


Step 4: Enable Online Membership Payments (Optional)

If you want new members to pay dues or membership fees during registration:

  1. Turn on Enable Payments
  2. Click Account Settings
  3. Select the appropriate:
    • Income Accounts
    • Descriptions
    • Values
  4. If membership dues are fixed, select Fixed Amount. 

        This integrates directly with your accounting and receivables system.  Or Fare Share where members can select their                own values to pay.




Step 5: Save and Preview

Click Save.



From the Preview Page you can access the URL and iFrame for sharing.








Step 6: Review New Member Applications

When a form is submitted:

  • Response emails receive a notification.
  • Administrators can review the submission.
  • Changes can be made before acceptance.
  • Form responses can be printed or exported if needed. 

Step 7: Add the Family to the Database

Before promoting the application:

  1. Assign the correct Family Code.
  2. Review all submitted information.
  3. Click Add Family To Database.

The new member is then added as a family profile in RakefetOnline. A Family Code is required before the record can be

 saved. 


Permissions

Users with the following roles can manage New Member Forms:

  • CRM Administrator
  • Receivables Administrator
  • Database Administrator

Access can also be granted through custom roles.



Click here to watch a brief video to learn more.