Learn how to create a membership custom field in this step-by-step guide. Creating custom fields allows you to track additional membership information . This help guide will cover how to build a membership custom field.
Recommended Reading Before You Start
Instructions
Creating Custom Fields
CRM Membership forms are used by constituents to sign up to become a member of an organization. Custom fields are used to collect additional data about a member when they submit a CRM form. These fields are not included in the standard CRM question bank. Example custom fields may include asking what inspired a constituent to become a member, as well as asking how they heard about your organization. Once a custom field is created, it can be added to any of the membership forms without having to recreate it each time.
To create a custom field for a Membership Form:
1. Select the Settings cog in the upper right corner of the page and then select Global Settings on the drop-down menu.
2. Select Membership Custom Fields under the Memberships heading.
3. Select New Custom Field.
On the Membership Custom Field page:
4. Enter a Field Name for the custom field. This is the custom prompt or question you wish to ask constituents on the membership form.
5. Select a Display Type from the drop-down menu that best suits your needs for the custom field.
The custom field display types are as follows:
- One-Line Text: This allows the constituent to enter a short-answer response, such as a date or free text, to answer the custom field’s question or prompt.
- Drop Down: This allows the constituent to select a response selection option from a drop-down menu.
- Checkbox: This allows the constituent to select one or more response options from a list of pre-determined response selections.
- Radio: This allows the constituents to select one response option from a list of pre-determined response selections.
- Multi-Line Text: This allows the constituent to enter a longer paragraph-style free text response to answer the custom field’s question or prompt.
- File: This allows the constituent to upload a file as their response to the custom field’s question or prompt.
If you select Drop Down, Checkbox, or Radio, the Available Field Options section (as seen below) will appear. In this section, you must specify the response options you wish to include on the applicable drop-down menu option list, checkbox option list, or radio button option list, depending on the Display Type you selected.
To add these options:
6. Enter the first response option in the Field Option box.
The Code field is optional for internal tracking only; it is not required.
To add the second response option:
7. Select Add.
8. Enter the second response option in the Field Option box.
Repeat this process until all response options have been added.
Finally, before moving on:
9. Select the membership level or levels to which this custom field applies. This custom field will then only appear on a membership form when a constituent chooses your selected membership level. For example, if you wish for the custom field to only display on the membership form if the constituent chooses a Gold Level membership, select the checkbox next to the Gold Level option. If you wish for the custom field to appear on the membership form for all membership levels, select Check All.
10. When all information has been entered, select Save.
Finally, if you chose drop down, checkbox, or radio for the Display Type and created various field response options on the previous page, you will see the page below. Here, you may drag and drop the field response options to appear in the order you wish them to appear on the drop-down menu or in the checkbox or radio button list.
11. Drag and drop the selection as needed, then select Submit.
You have now successfully created a custom field for a membership form! If applicable, you may repeat this process to create additional custom fields. When it comes time to create the membership form, you will now be able to see and select this custom field to include it on the membership form.
