How to create membership custom fields

Learn to create membership questions for community members to answer.

  1. Click on the "Admin Panel" button at the top of your community.

  2. On the admin menu, click "Onboarding".

  3. Then, click on the "Profile fields" tab at the top of the onboarding page.

  4. To create a custom field, click on the ‘Add custom field’ button to open a pop up

  5. The custom fields consist of the following fields:

    1. Question: A text input field where you type the title of the question you want to ask.

    2. Question Type: A dropdown menu where you select the format of the question.

      You can structure membership questions using different formats

      • Written answer: Textbox will be provided for the user to answer the question by text.

        • "Why do you want to join this community?"

      • Multiple choice: Options can be added and members can choose an answer from the selection.

        • "How did you hear about us?"

          • Social Media

          • Friend/Colleague

          • Online Search

          • Other

      • Checkbox: Options can be added and members can choose multiple answers.

        • Which topics interest you most?"

          • Networking

          • Learning Resources

          • Events & Webinars

          • Career Opportunities

    3. Required

      • A checkbox to indicate whether this question is mandatory for users to answer and cannot be skipped if checked to be true.

    4. Ask During Sign Up

      • A checkbox to determine if this question should appear during the sign-up process of the member.

    5. Display Publicly on Profile

      • A checkbox to decide if the user’s response will be visible publicly on their profile to non-admins

  6. All of these questions can be re-arranged in the order of which they should appear to members

  7. The custom fields will appear for the member during sign-up if they were marked “ask during signup” during the creation process

  8. To view the answers to the custom fields for any member

      1. Navigate to the people’s page

      2. Search for the member you would want to view his/her answers

      3. Scroll to the bottom of the page to view the answers to the questions

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