Customize the Member Form

When your Members register for access to your website, they complete a standard Member Form to provide their basic contact information.

  1. Click on the “Membership” tab on the vertical Dashboard menu at the left side of the screen.
  2. Click on the “Member Form” tab.
  3. In the “MEMBER FORM” window that opens, the upper portion contains the boxes into which new Members enter their basic information. This includes first and last name, e-mail address, phone number, address (with a second line for additional information if necessary), city, state, and ZIP Code. Below this area, the “CUSTOM FIELDS” area provides room for your specific additional questions. Finally, at the bottom of the form, the “ADMIN ONLY FIELDS” area enables you to add fields whose data only Admins (and Sub-Admins with Membership-related privileges) can read.
  4. Click on the “Add Custom Field” button.
  5. In the “ADD CUSTOM FIELD” window that opens, click on one of the seven types of fields on the list to select it.
  6. Select “Short Text Input” as your field type if you want Members to enter brief alphanumeric input, from a house number to a quick answer to a question.
    • In the “ADD TEXT INPUT FIELD” window that opens, enter a title in the “Title” box. Enter placeholder text in the “Placeholder” box to show an example of the type of input you expect.
    • To require completion of this field, activate the “Required” checkbox.
    • Click on the “Save Text Input Field” button to create your Text field, or to close the “ADD TEXT INPUT FIELD” window without saving, click on the “Cancel” button, press the “Esc” key, or click on the “X” in the top right corner of the window.
  7. Select “Long Text Input” as your field type if you want Members to enter a paragraph of alphanumeric input, such as a description or long-form answer.
    • In the “ADD PARAGRAPH TEXT FIELD” window that opens, enter a title in the “Title” box. Enter placeholder text in the “Placeholder” box to show an example of the type of input you expect.
    • To require completion of this field, activate the “Required” checkbox.
    • Click on the “Save Paragraph Text Field” button to create your Text field, or to close the “ADD PARAGRAPH TEXT FIELD” window without saving, click on the “Cancel” button, press the “Esc” key, or click on the “X” in the top right corner of the window.
  8. Select “Dropdown Menu” as your field type if you want Members to choose a value from a list of alphanumeric options that drops open when Members click on it.
    • In the “ADD DROPDOWN MENU” window that opens when you click on “Dropdown” in the list of field types, enter a title in the “Title” field.
    • Type values into the “Option” boxes to set up your dropdown menu items in the order you want them to appear.
    • By default, the “ADD DROPDOWN MENU” window contains two “Option” boxes. To add more options to your menu, click on the “Add Another Option” link. To remove a menu option, click on the “remove” link to the right of the name of the option.
    • To require completion of this field, activate the “Required” checkbox.
    • Click on the “Save Dropdown Menu” button to create your Dropdown field, or to close the “ADD DROPDOWN MENU” window without saving, click on the “Cancel” button, press the “Esc” key, or click on the “X” in the top right corner of the window.
  9. Select “Checkbox” as your field type if you want Members to choose one or more options from several pre-specified options.
    • In the “ADD CHECKBOXES” window that opens when you click on “Checkbox” in the list of field types, enter a title that describes the type of input you expect.
    • Type values into the “Option” boxes to set up your checkboxes in the order you want them to appear.
    • By default, the “ADD CHECKBOXES” window contains two “Option” boxes. To add more options, click on the “Add Another Option” link. To remove a checkbox option, click on the “remove” link to the right of the name of the option.
    • To require completion of this field, activate the “Required” checkbox.
    • Click on the “Save Checkboxes” button to create your Checkbox field, or to close the “ADD CHECKBOXES” window without saving, click on the “Cancel” button, press the “Esc” key, or click on the “X” in the top right corner of the window.
  10. Select “Radio Buttons” as your field type if you want Members to choose only of several pre-specified options.
    • In the “ADD RADIO BUTTONS” window that opens when you click on “Radio Buttons” in the list of field types, enter a title that describes the type of input you expect.
    • Type values into the “Option” boxes to set up your radio buttons in the order you want them to appear.
    • By default, the “ADD RADIO BUTTONS” window contains two “Option” boxes. To add more options, click on the “Add Another Option” link. To remove a radio-button option, click on the “remove” link to the right of the name of the option.
    • To require completion of this field, activate the “Required” checkbox.
    • Click on the “Save Radio Buttons” button to create your Radio Buttons field, or to close the “ADD RADIO BUTTONS” window without saving, click on the “Cancel” button, press the “Esc” key, or click on the “X” in the top right corner of the window.
  11. Select “Upload Field” as your field type to add static text that provides instructions for using the form.
    • In the “ADD UPLOAD FIELD” window that opens when you click on “Upload Field” in the list of field types, enter an identifying title in the “Title” box.
    • To require completion of this field, activate the “Required” checkbox.
    • Click on the “Save Upload Field” button to create your Upload field, or to close the “ADD UPLOAD FIELD” window without saving, click on the “Cancel” button, press the “Esc” key, or click on the “X” in the top right corner of the window.
  12. Select “Date Picker Field” as your field type to add static text that provides instructions for using the form.
    • In the “ADD DATE PICKER FIELD” window that opens when you click on “Date Picker Field” in the list of field types, enter an identifying title in the “Title” box.
    • To provide a guiding message about the type of information to enter, add a value in the “Placeholder” box.
    • To require completion of this field, activate the “Required” checkbox.
    • Click on the “Add Date Picker Field” button to create your Date Picker field, or to close the “ADD DATE PICKER FIELD” window without saving, click on the “Cancel” button, press the “Esc” key, or click on the “X” in the top right corner of the window.
  13. To edit a field after you have added it to the “CUSTOM FIELDS” section of the form, click on the “edit” link to the right of its name. To remove a field, click on the “remove” link to the right of the “edit” link.
  14. To preview your form, click on the “Preview Form” button.
  15. To close the “FORM PREVIEW” window without adding customization, click on the “Close” button, press the “Esc” key, or click on the “X” in the top right corner of the window.
  16. When you are happy with your overall form, click on the “Save Changes” button, and then click on the “Members” tab in the vertical Dashboard menu at the left side of the screen to return to the “MEMBERS” window.