When new members register for a membership, they are asked to add their basic details (name, email, address, etc.) via your Signup Form.

You can create a member questionnaire under Setup » Member Questions to get to know your members better. Add questions about how they heard about your space or what industry they are in, and they will be asked these on an additional form when signing up.

This guide will help you with the following:

  1. Setting up your questions

  2. How it looks to new members upon sign up

  3. Where the member answers are saved

  4. Deleting questions & saved member data


SETTING UP YOUR QUESTIONS

1. First, add a message at the top of the form. This can be a friendly greeting, a request to fill out the form or explain why you need these details.

2. Click on 'Add Question' and fill out the question field.

Choose which type of question you would like it to be via the dropdown. There are four types of questions to invite various kinds of responses:

  • Questions with a text field (open question)

  • Questions with a file upload (documents, ID copies, etc.)

  • Questions with checkboxes (multiple choice question)

  • Questions with a dropdown menu (single choice question)

There are two additional checkbox options:

  • By checking 'Answers to the question are publicly accessible,' the answers to the question can be retrieved by non-admins (=members) via our API.

    • If you only want them visible to your members who are registering and to your admins, leave the box unchecked.

  • By checking 'Required,' members can not save the form unless they enter something in that field and are marked with an asterisk next to the question.

Click 'OK' after you are done and then 'Save Question.' Be sure to do this BEFORE you move on to the next question, or else it will not appear in your list.


HOW IT LOOKS TO NEW MEMBERS UPON SIGN UP:

When a new member signs up, they will be presented with your questions AFTER the initial signup form. Here is an example of how it will look:


WHERE THE MEMBER ANSWERS ARE SAVED:

You can see each member's answers by going to their member profile, clicking the drop-down menu in the Questions box, then See Answers.

The answers to these questions will also be included on your member csv export.


DELETING QUESTIONS & SAVED MEMBER DATA:

When you delete a question under Setup » Member Questions, it will be removed from the member questionnaire, and no future members will have it as a question.

It is important to note that the deleted question and its answer will ALSO be removed from your current member's profiles as outlined above. However, the historical data will still be available to you in your member csv export.

If you want to move the answers to your questions to a more permanent part of the member's profile, you can add custom fields and manually enter them there.



Next Step

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