Guide: How do I collect information from my members upon registration?

To collect information from your members, create a membership form. By default, your members will fill out a standard membership form upon registration if you do not create your own. You can choose which information to request your members fill out on your own membership form.

 

 

To create a membership form:

 

  • Go to [group name] > Utilities > Manage > Invite Members > Member Types & Forms.
  • Click "edit" in the right-hand column.
  • You can either add questions to the default form or create a new form.
  • Click "Add question" to include a new field on the form. Check the box next to the question you'd like to include, or click "Create custom question."
  • To add a custom question, click "Create custom question" and complete the required information. Click "Ok," then click "Add."

 

You can create multiple membership forms to collect different information from different types of members. You can even associate a different membership form with each membership type.

 

 

Who can see the information members complete on the membership form?

 

Group leaders will always have access to the information completed by members. Just run a membership report to see this info. Learn more here: Guide: How do I create a membership report?

 

 

If you indicate a question should be shared with the entire group, the member must also decide to share this information for it to be visible to other group members. If you indicate a question should be shared only between the member and the admin (e.g., "limited" sharing), the member will be able to see and edit this information on his or her membership information page, located in the "settings" area.

 

 

Can I collect different information from different types of members?

 

You can associate a different membership form with each different membership type. For example, you can collect more information from volunteers than from alumni members.

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