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About Ideali
- What is Ideali 1 min read
- Why Ideali is different 1 min read
- Who can use Ideali? 1 min read
- $0 Platform fees 1 min read
- Instant payouts, get paid the moment your donors give 2 min read
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Getting started with Ideali
- Creating your Ideali account 2 min read
- Setting up your organization profile 1 min read
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Dashboard
- Navigating your Ideali dashboard 2 min read
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Campaign Management
- Creating a donation campaign 2 min read
- Using the AI description and banner generator 2 min read
- Customizing your thank you email 1 min read
- Managing your campaign after publishing 2 min read
- Share your campaign 2 min read
- Duplicating or cloning your campaign 2 min read
- Managing your archived campaigns list 2 min read
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Finances & Payments
- Setting up your payment account 3 min read
- Preset donation amounts, fixed & recurring 2 min read
- Viewing and filtering payments 2 min read
- Payment methods accepted on Ideali 2 min read
- Why payments fail and how to fix them 2 min read
- Managing your donors list 2 min read
- Managing recurring donations 2 min read
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Tap to pay
- What is tap to pay 2 min read
- Setting up Ideali tap to pay 2 min read
- Tap to pay trouble shooting 3 min read
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Integration & Embeds
- Embedding your donation campaign in WordPress 2 min read
- Connecting quickBooks in Ideali 2 min read
- Connecting constant contact in Ideali 1 min read
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Account Management
- Sub profiles to manage multiple campaigns 2 min read
- Setting up roles & users 3 min read
- Securing your Ideali account 2 min read
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Memberships
- Creating and managing membership types 5 min read
- Managing members profiles 2 min read
- Reviewing pending membership 3 min read
- Membership payments and invoices 3 min read
- Building custom forms for membership 3 min read
- Membership Custom Lists 3 min read
- Documents 3 min read
- Member Alerts 4 min read
- How to Share a Membership Type 2 min read
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Ideali for Donors
- Make a donation through Ideali 2 min read
- Optional donor tips 1 min read
- Make a recurring donation 1 min read
- Your donation receipt 2 min read
- How to Register for a Membership 3 min read
- Using the Member Portal 3 min read
Organizations use Ideali to offer memberships to their supporters. This guide walks you through joining a membership, from reviewing the plan to completing your payment. It only takes a few minutes.
You can start registration from a link, a QR code, or a sign-up form on the organization’s own website. Wherever you start, the registration form has four steps:
- Membership Info
- Your Information
- Questionnaire
- Payment
Step 1: Review the Membership Info
Check the details of the membership before you continue:
- Membership name and organization: the plan you are joining and who offers it.
- Billing frequency: how often you will be charged, for example monthly.
- About This Membership: what the membership includes and what your support goes toward.
- Total Payable: the membership price. Any taxes and optional tips are added at the payment step.
Click Continue when you are ready.

Step 2: Enter Your Information
Fill in your details. Fields marked with a red asterisk (*) are required.
- User Login: enter your email address and create a password. You will use these to sign in after you register.
- Contact Info: choose a prefix and enter your first and last name. Your middle name, cell phone number, and profile photo are optional.
- Address: choose an address type, then enter your country, state or province, street address, city, and zip or postal code.
Click Continue.

Step 3: Answer the Questionnaire
Answer any questions the organization has added to its sign-up form. The questions are different for each organization, and required questions are marked with a red asterisk.
Click Continue.

Step 4: Complete Your Payment
- Choose how you want to pay. The options you see depend on the organization and currency, and can include:
- Debit/Credit Card: Visa, Mastercard, American Express, or Discover.
- Bank payment: pay directly from your bank account. For Canadian dollar memberships this appears as PAD-CAD (pre-authorized debit).
- Apple/Google Pay: available on supported devices and browsers.
- Enter your payment details. Payments are processed securely by Stripe, and your card details are never stored by Ideali.
- Review What You Will Pay on the right. You can add an optional tip using the tip selector. Tips help keep Ideali free for the organizations that use it.
- Check the Total Payable, then click Complete Registration.

After You Register
- Confirmation and receipt: you will receive a receipt by email for your payment.
- Approval: some organizations review new members before activating them. If so, your membership will be active once the organization approves it.
- Renewals: recurring memberships renew automatically at the end of each billing period, so you don’t need to sign up again.
- Your account: sign in any time with the email and password you created in Step 2.
Need Help?
For questions about the membership itself, such as benefits, changes, or cancellations, contact the organization that offers it.


