Creating and Using Custom Sign Up Fields
MemberSpace allows you to add custom sign up fields to your sign up form in order to collect more information that's relevant to your membership business. For example, if you wanted to find out what type of company your members work for, or what your members' age demographics are, you can add these questions to the sign up form.
We also have the option to add custom fields per 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.
To add custom sign up fields, log into your MemberSpace backend, and choose "Customize", the first option in your navigation menu. Scroll down to "Sign Up Fields" as shown below.
Once you click "Sign up Fields", you'll see Type of input, which will allow you to select the format of your custom sign up field (options shown below). You can then enter the display name your users will see followed by any additional instructions for filling out that field.
Below are the types of signup fields you can choose from:
Note: If you are looking to add a checkbox field that is GDPR compliant to ensure that your member is ok with being added to a MailChimp list, see this help article.
Once you've filled out the basics, 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 plans, or only a specific member plan.
If you do choose to make sign up fields plan-specific, the additional fields will display in a popup once the user has submitted the initial sign up form and payment information. You can set the fields as required and the user will see an error message if they try to submit before filling those out, but the user does have the ability to click elsewhere on the screen to click out of the popup window without completing the fields, so we are not able to guarantee that we can enforce the "required" fields.
If you 100% need the field to be filled out - then make sure the field is NOT shown after sign up.
Once you have finished adding your custom sign up fields, click "Add Now".
Here is how your sign up form will look with a custom sign up field:
And here for example is how a plan-specific sign up field will appear after the user has finished the sign up process: