How to create custom sign up fields
MemberSpace allows you to add custom fields to your sign up form in order to collect more information that's relevant to your membership business.
For example, you could ask what type of company your members work for or where they are located.
We also have the option to add sign up fields per Member Plan. So if you wanted to collect additional information for only certain Members Plans, those questions will appear after the member completes the sign up form, chooses a plan, and then they'll see an additional pop up containing those questions.
There are various types of sign up fields you can add:
- Single line of text
- Paragraph of text
- Dropdown selection
- Multiple choice (single selection or multiple)
How to Add Custom Sign Up Fields
If you prefer written instructions, please see below.
- To add custom sign up fields, log into your MemberSpace account > choose 'Customize' in the top navigation > then click 'Sign Up Fields' as shown below:
Once you click 'Sign up Fields', you'll see 'Type of input':
- You can then enter the display name your users will see followed by any additional instructions for filling out that field:
If you are looking for a way to add members automatically to your email list (e.g. Mailchimp) here's how to do that.
When adding multiple choice sign up fields you should separate each multiple choice option with a comma e.g. red, green, blue.
At the end of the form you can choose to add this field to your sign up form by toggling on 'Enable field now?'.
Then you can select if you'd like this sign up field to appear for all Member Plans, or only a specific Member Plan.
If you choose to make the field plan-specific, the field will display in a popup AFTER the user has submitted the initial sign up form and payment information.
For plan-specific fields you can still set the field as 'Required' and the user will see an error message if they try to submit the form without filling out the field, but the user does have the ability to click elsewhere on the screen to close the popup window without completing the field.
If you 100% need the field to be filled out - then make sure you toggle off 'Show field after sign up' and toggle on 'Require field during sign up':
Once you have finished, click 'Add Now' at the bottom of the form.
Here is an example of how your sign up form will look with a custom sign up field:
And here is an example of how a plan-specific sign up field will appear after the user has finished the sign up process:
You can also change the order these fields show up in your form by simply dragging them: