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
Content
Instructions
Creating a Custom Field
1. Navigate to Settings cog and select Global Settings.
2. Under Memberships, Select Levels & Terms.
3. Select New Custom Field.
4. Complete the fields on this page. When finished, select Save.
|
Field Name |
Description |
|
|
A. |
Field Name |
Type the field name you would like displayed. This is a required field. |
|
B. |
Display Type |
Select how the information will be displayed. This includes: one-line text, drop-down, checkbox, radio, or multi-line text. This is a required field. |
|
C. |
Data Type |
You have the option to select the data type. |
|
D. |
This custom field is available for the following memberships: |
In this selection, select the membership that this field name will be associated with. |
|
E. |
Available Field Options |
Because Drop Downis selected in the Display Type, the Available Field Options appear to provide more information. Enter the responses that you would like visible on your front-end form. |
5. At this point you have added the custom field to the system, but it still needs to be added to the membership forms. Use the form builder and Creating a Membership Form help guide to complete this process.
Create a Custom Group
1. You can group fields that are often used together by selecting New Custom Group.
2. Create a Display Name for the group, add a description, and select the fields you would like to group together. When finished, select Save.
