This article is about: how to edit your online contract offers.
Quick guide to enhancing your online contract offers:
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Settings / Membership management / Membership contracts
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Click on the selected contract
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Further options: Activate contract signature for online memberships
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Edit additional text blocks and equip them with check boxes
Important: Which individual aspects should be added here and which documents or wording you should choose, you have to coordinate with your legal advisor. In this article, we show only a few exemplary configurations.
Where can I find the settings?
In the Settings / Membership management / Membership contracts section, you should optimize your contract document for the online process. To change configurations in a contract, select that contract.
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Digital signature of the contract: You can activate the contract signature for online memberships in the Further options section. This displays a digital signature field at the end of the online process and then applies the signature to the contract document. Similarly, a signature field is also displayed for the SEPA mandate.
What check box options can I create?
In the Additional text blocks widget, you can expand your contract document using the three-point menu for online conclusion:
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Check-Box for Contract Consent (Alternative to Digital Signature): add a text element with the general consent of the contract and check Display in online membership signing. Additionally, under Display check boxes, select Display checkbox.
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Check-Box for T&C: Add a text element with a reference to your T&Cs incl. agreement. To do this, check Display in online membership signing and, under Refer to attachment, select either Document attachment or External website for the terms and conditions. In addition, under Display check boxes, select Display checkbox to confirm the mentioned document.
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Check-Box for Privacy Policy and Cancellation Policy: Add two more text elements as described for the Terms and Conditions and change the description and the stored documents to your Privacy Policy and Cancellation Policy.
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Check box for marketing consent: Add a text element and indicate in the text the use of contact data for marketing purposes. To do this, under Display check boxes, select Display communication settings. The member can then specify which communication channels he or she would like to be contacted through and the settings will be stored directly in your Software.
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Check box for contract preview: Add a text element and, under Display check boxes, select Display contract preview. This adds a checkbox that lets the member open a preview of the full contract document before completing the online conclusion.
Each additional text block also offers the following settings:
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Condition for displaying the text block: Instead of showing a text block to every member, you can restrict it to a specific case using Condition for displaying the text block. Available conditions: Pre-Use, payment method (cash payment, direct debit, credit card, TWINT, or bank transfer), minor member with no legal representative, company split, a redeemed company voucher (Company voucher redeemed, Company voucher: Credit, or Company voucher: Discount), and the sales channel (MySports, Sales tool, or Online membership signing).
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Highlighting a text block: Under Highlight text block in contract document, choose how the text block stands out in the contract document: Bold, Bordered, or Bold and Bordered. Leave this at None if the text block should not be highlighted.
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Signature field below the text block: Under Display signature field below the text block, choose whether the text block requires its own signature: Display no signature field, Display an optional signature field, or Display required signature field.