FAQ - Should I use a Store or Form for Membership Sales?
We always recommend using a Form for Membership Sales.
A few notes about Stores:
- Products purchased from a Store will not be presented on any Form Report. Therefore, we recommend using Forms when you need better reporting such as membership sales, donations, spirit wear sales, ticket sales, etc.
- If you allow purchases by people not logged in (i.e. guest purchases) only purchaser information is captured. This means their membership won't be applied to their contact record since they are not recognized by the system.
- Stores will not present in your list of Open Forms. Open Forms is your go-to place for users to make purchases and volunteer.
- You can't edit or override the sales information for a product, so whatever is listed in the catalog is how the product will be shown, priced, etc.
Related Articles
FAQ - Should I use a Store or a Form for Membership Sales?
We always recommend using a Form for Membership Sales. A few notes about Stores: Products purchased from a Store will not be presented on any Form Report. Therefore, we recommend using Forms when you need better reporting such as membership sales, ...
FAQs - Sales Reports
FAQ - Why is certain information no longer showing up on my report? Most likely a SKU was removed from a form or an option was removed from a SKU. When an option is removed from a SKU, that option will no longer appear on your sales report. For ...
Using a Store
General Information A "Store" can be created on a website content page as a way to sell products without creating a form. It can be accessed by both logged in users as well as Guest users. You can have multiple Stores. There is no limit to the number ...
FAQ's - Membership
FAQ - What is the difference between a User/Contact and a Member? A User or Contact is anyone who creates an account on your Membership Toolkit site. To become a User or Contact, they must complete your organization's general information that is ...
FAQs - Sales Forms
FAQ - How do you set up sales that are tagged for a specific student? There are two ways to configure a form or product so that the sale is tagged to a specific student versus at the family level. You want to choose one of these options when delivery ...