How to create custom signup fields

MemberSpace allows you to add custom fields to your signup form in order to collect more information that's relevant to your 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 signup fields per plan. So if you want to collect additional information for only certain plans, those questions will appear in an additional popup after the member completes the signup form and chooses a plan.

There are various types of signup fields you can add:

• Single line of text
• Paragraph of text
• Dropdown selection
• Checkbox
• Multiple choice (single selection or multiple)

How to add custom signup fields

1. To add custom signup fields, log into your MemberSpace account > choose Customize in the left navigation > then click Signup Fields as shown below:

   
   

   

   
   

2. Click Add Signup Fields > select the type of signup field you'd like to create from the dropdown:

   
   

   

   
   

3. You can then enter the display name your users will see followed by any additional instructions for filling out that field:

   
   

   

   
   
   

   When adding multiple choice signup fields, you should separate each multiple choice option with a comma (e.g. red, green, blue).

4. At the end of the form, you can choose to add this field to your signup form by toggling on Enable field now?.

5. Then, you can select if you'd like this signup field to appear for all plans or only a specific one. 

   
   

   If you choose to make the field plan-specific, the field will display in a popup AFTER the user has submitted the initial signup 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, make sure you toggle off Show field after signup and toggle on Require field during signup:

   
   

   

   
   

6. Once you have finished, click Add Now at the bottom of the form.

   
   

   Here is an example of how your signup form will look with a custom signup field. In this example, we chose a checkbox:

   
   

   

   
   

   And here is an example of how a plan-specific signup field will appear after the user has finished the signup process:

   
   

   

7. You can also change the order in which these fields show up on your form by simply dragging them: