Registration Forms are a way to learn about and collect data from your Members. This information is added to their Member Profiles, allowing more engagement and connection within your Community. Although each form starts with the same default fields, it is possible to create custom Registration Forms for each Group based on their differing interests and needs.
Table of Contents
CREATE A REGISTRATION FORM
Follow the steps below to create a Registration Form.
- Navigate to the desired Group.
- Click the three dot icon.
- Select Settings.
- Select Registration Form.
This will display the system default Registration Form fields.
- Drag and drop and image to Upload Cover Photo.
- Recommended size is 690x140px or larger.
- Add a description if desired, such as a welcome statement or Group objectives.
CREATE NEW FORM FIELD
- Navigate to the Registration Form.
- 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.
- Check Display this field on the registration form if Members should be able to see the field and the answer. Uncheck if this should be hidden from Members, for sensitive categories coming from an outside source via an integration.
- Leave the Allow members to edit this field checked if members should be able to enter their answers. Uncheck if Admins will be entering this answer or the answer is coming from an outside source via an integration.
- Check This field is required if Members must answer the question to join the Group.
Click the Done button.
ADD COMMUNITY FIELD
If you have created custom fields for Registration Forms in other Groups, they will be displayed in the Community Fields section. This allows Admins to add a field to a new Registration Form from another Group in the Community. The information is linked, so if a Member updates their information in one Group, it will update across all Groups.
- Navigate to the desired Group.
- Click the three dot icon.
- Select Settings.
- Select Registration Form.
This will display the system default Registration Form fields.
- Click the Add Field button.
- Select from the available Community Fields.
PREVIEW & SHARE
Once the Registration Form is created, Admins can preview the form by clicking Preview.
Admins can also recruit new Members to sign up by clicking the Share button.