Registration Forms are a way to learn about and collect data from your Members, and Group interests may change over time. It is possible to edit the Registration Form for a Group, and new fields can be added. Follow the steps below to add a new field to a Registration Form.
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FIELD TYPES
There are several different field types available when adding fields to the Registration Form. This helps Admins collect important Member data relevant to each Group. Use the guide below to determine the best type for an addition to your Registration Form.
Text fields are great for capturing basic data such as company name, job title, or referral name.
Radio and Checkbox fields force a singular choice from a predetermined list like sector, region, or company size.
File Upload fields can be used to collect logos, resumes, marketing materials, or writing samples.
Number fields are used for capturing numerical data such as revenue earned, days in a current status, or years employed.
URL fields can be used to collect the Member's website or portfolio links.
Select fields force a singular choice from a predetermined list such as industry, region, or revenue range.
Location fields are auto-filled by Google Maps and are useful for collecting address information.
Date fields are useful for noting sign up dates, payment dates, or for event tracking.
Text Area fields are most often used for collecting Member bios and freeform responses such as "Why do you want to be a member in this group" or "How do you want to be involved" etc.
ADD A FIELD TO REGISTRATION FORM
To create your registration form, go to your Group Settings (the gear icon in the left vertical manager menu) and choose Registration Form.
- Navigate to the desired Group.
- Click the three dot icon.
- Select Settings.
- Select Registration Form.
Existing fields on the Registration Form will display.
- Scroll down to the bottom of the page.
- Click the Add Field button.
- Click Create New.
Select the type of field you wish to create.
Note when using the Location field to collect address information, it's recommended to also create a text field underneath it to capture details such as suite or apartment number. Data cannot be uploaded to the Location field through the API or CSV upload.
This will take you to the Select Field tab.
- Enter the Field Name and Description.
- Enter the options if available.
- Click the Next button.
This will take you to the Privacy Settings tab. Note that Privacy settings are passed from Parent Groups to Child Groups.
- Select who in the Group this field will Display for once it has been filled out by a Member.
- Everyone in the group: data in these fields are visible to everyone in the Group.
- Admins and the Member: data in these fields are only visible to the Admin and the Member.
- Admins Only: data in these fields are only visible to the Admins. Members do not see this field on the form or know that this data exists about them in the system. Select this for a hidden field, which may be required for sensitive categories like payment tiers or status.
- Leave Allow members to fill out this field checked if members should be able to enter their answers. Uncheck this box if Admins will be entering this answer.
- Check if This field is required by Members when filling out the Registration Form.
Click the Done button.
ADD A FIELD FROM MEMBER DATABASE
Note this requires the old version of the Member Database.
- Navigate to the desired Group.
- Click the Member Database icon.
- Click the Gear icon.
- Select Add a Field.
Existing fields will display in a pop-out.
Click Create New.
Select the type of field you wish to create.
This will take you to the Select Field tab.
- Enter the Field Name and Description.
- Enter the options if available.
- Click the Next button.
This will take you to the Privacy Settings tab. Note that Privacy settings are passed from Parent Groups to Child Groups.
- Select who in the Group this field will Display for once it has been filled out by a Member.
- Everyone in the group: data in these fields are visible to everyone in the Group.
- Admins and the Member: data in these fields are only visible to the Admin and the Member.
- Admins Only: data in these fields are only visible to the Admins. Members do not see this field on the form or know that this data exists about them in the system. Select this for a hidden field, which may be required for sensitive categories like payment tiers or status.
- Check if This field is required by Members when filling out the Registration Form.
Click the Done button.