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Setup Membership Type Custom Fields/Questions

Updated
The Goal: Configure the standard and custom fields/questions that appear on the application form for each Membership Type.

Before You Begin:

  • You need staff permission to manage Membership Types and settings.
  • Have at least one Membership Type already created in your system.
  • If you plan to enable Designations on the application, set those up first. See Configure Designations.
  • IMPORTANT: Table-type custom fields do not work on the membership application. Use Multi-line Text fields instead.
  • NOTE: Custom fields do not need to be unique for each membership type. If you have previously created the custom field needed, simply select it from the Existing Custom Field list.
  • Related articles: Re-arrange the order of Custom Fields on Membership Application and Remove Custom Fields from Your Application.

Step-by-Step Instructions

For each Membership Type, you can add or edit the fields you wish to include on your application form:

  1. Go to Memberships, click Settings and select Membership Types. The page opens as Membership Settings. A list of membership types currently set up in your system will be displayed.
    Membership Types page showing the list of types, with the Actions column visible
  2. For the desired membership type, click the manage icon in the Actions column.
    Close crop of one Membership Types grid row, Actions column icon boxed in red
  3. For each of the fields in the standard list, you can configure whether these are displayed on the application form, as well as whether they are required.
    Standard application fields list on the membership type record, showing the display and required checkbox columns
  4. About Designations: these must be set up BEFORE you can enable them for the membership application. See Configure Designations for more info.
  5. You may add additional fields to your application, in the Membership Application Custom Fields section, by clicking the add icon. See Custom Fields to learn more.
    Close crop of the Membership Application Custom Fields section header, the add icon boxed in red
    Custom field window open, showing the Existing Custom Field list and the field type selector
  6. Repeat the previous step to add additional custom fields.
  7. (Optional) Click the Advanced Options checkbox to add custom fields that are an attribute of the Membership Type itself. These fields are not included on the application form but may be for internal use. For example: you may include a yes/no checkbox custom field that indicates if it should or should not sync with an API.
  8. Click Done to save.

Common Pitfalls

  • Using a Table-type custom field: Table-type custom fields do not render on the membership application. Use a Multi-line Text field instead.
  • Enabling Designations before setting them up: Designations must be configured first, or they cannot be enabled on the application form.

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