Adding a new member sign up widget into Recur Sites

Last updated August 6, 2026

Objective

Creating a member signup or consideration widget in Recur Sites allows prospective members to submit their contact details, answer application prompts, and automatically route their information into the Recur AMS database.

Step-by-Step Guide: Adding a Member Signup Widget

Step 1: Create the Form Widget

  1. From the top navigation menu, select the nine dots (Apps menu) and click Sites.

  2. On the left-hand menu, select Tools, then click Widgets.

  3. Click Create Widget in the top right.

  4. Choose Contact Us from the menu, then select Contact Form.

Step 2: Customize Widget Content & Layout

  1. Widget Name: Enter an internal name for the form (e.g., "New Member Signup Form").

  2. Layout Controls: Set the desired widget Width (Small, Medium, Large, or Full Width) and Alignment (Center, Left, or Right).

  3. Titles & Instructions: Update the Form Title (e.g., "New Member Consideration") and Description to guide users on filling out the form.

  4. Button & Confirmation Text: Customize the Submit Button Text and the post-submission Thank You Message.

  5. Form Fields: Toggle optional elements on or off, such as the Message Box, Address Block, or Communications Agreement (with an option to make agreement required).

Step 3: Configure Notifications & AMS Routing

  1. Email Notifications: Toggle Email Notifications ON and select the admin users who should receive alerts when a form is submitted.

  2. Visitor Auto-Reply: (Optional) Enter a sender email to dispatch an immediate confirmation reply to the applicant.

  3. Recur AMS Forwarding: Toggle Recur Integration ON to forward submissions directly into your CRM:

    • Contact Type: Select Prospect (or Member if instant approval applies).

    • Groups: Assign candidates to specific Recur groups by typing group names separated by commas.

    • Companies: Link submissions to existing Recur company records.

  4. Click Save Widget.

Step 4: Embed the Widget on a Page

  1. Navigate to Pages > All Pages on the left menu and select your target page (e.g., "Join").

  2. In the editor component palette, go to Recur components and locate Contact Configured Widget.

  3. Drag and drop the component onto your page canvas.

  4. On the right-hand panel, click Choose Contact Widget and select your newly created form from the list.

  5. Click Save and Publish to make the signup form live on your site.

Cautionary Notes

  • Save Confirmation: Always save both the widget configuration in the Widget Builder and the page itself after embedding to ensure form submissions route properly.

  • Contact Type Selection: Set applicant contact types to Prospect if your association requires administrative approval before granting full member access.