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Build your membership application form

This guide shows you how to choose which fields appear on a level’s application form, set them as required or optional, and save your changes so that new applicants see the right questions.

Who can do this: Admins who can edit the membership application form.

Before you start

Section titled “Before you start”
  • You need at least one membership level set up. See Set up a membership level.
  • Custom fields you want to add to the form must be defined first in Member Database settings.

Steps

Section titled “Steps”
  1. Go to Memberships > Levels in the admin sidebar.
  2. Select the level whose form you want to configure.
  3. On the level detail page, select Application form.
  4. The Builder tab opens showing all available fields. The Email address field is always required and cannot be removed.
  5. To change the order of fields, drag the handle (the six-dot icon) on the left of any field row up or down to the position you want. Note: the email field cannot be moved — it always appears first. The new order is not saved until you select Save form at the end of these steps.
  6. To make a field required or optional, select Edit on that field’s row, check or uncheck the Required checkbox, then select Save field.
  7. To hide a field without removing it, select Edit on that row, uncheck Show on form, then select Save field.
  8. To add a terms-acceptance checkbox to the form, scroll to the Terms acceptance section, check Require terms acceptance on this form, then type your terms text in the box that appears.
  9. Select Save form at the top of the page.

Verify

Section titled “Verify”

You’ll know it worked when you see a “Form updated” confirmation message at the top of the page. Select Preview as prospect to open a read-only view of the form as a prospect would see it.

If something goes wrong

Section titled “If something goes wrong”
  • “Email is required on every application form” — the email field was hidden. Select Edit on the email field row, check Show on form, select Save field, then try saving the form again.
  • Save form is blocked — check for any field editor still open (with unsaved changes). Select Save field or Cancel to close it, then save the form.
Section titled “Related”