Skip to main content

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.
  • If you plan to enable Designations on the application, set those up first. See Configure Designations.
  • Have at least one Membership Type already created in your system.

Step-by-Step Instructions

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

  1. Click Settings in the left-hand rail.
  2. Go to Memberships, Settings section, click Membership Types. A list of membership types currently set up in your system will be displayed.
  3. Click the icon in the Actions column.
  4. 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.
    • 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 icon. Learn more about Custom Fields. 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.

     

    		 IMPORTANT: Table-type custom fields do not work on the membership application. Use Multi-line Text fields instead.

     

  6. Repeat Step 5 above 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.

Related articles