Building Individual Membership Questions

Created by Will Rogers, Modified on Thu, 08 Sep 2022 at 02:27 PM by Will Rogers

Cause Machine allows you to set up custom membership questions.  Members are presented these questions when they create their membership account in your community.  

To start, access the Members portion - select Members, Memberships, and then Individual Questions.  

start.png

 

Next begin adding questions to your membership profile.  There are multiple types of questions you can add (ex: text field, multiple choice, check list, etc.).  You can set questions as required for members as well as making a question private for only admins to complete on a member.

Make sure to save your work when you are finished.  


Screen_Shot_2019-08-21_at_6.54.54_AM.png

 

To access these questions (as an admin) go to the Member management area and select "Edit User Questions" from the Actions drop down.  Here you can view the individual's answers and make edits to their questions.  

Additionally, you can export all member data to an Excel file that includes these custom question answers.  


access.png

 

Members will complete their personal profile (example below) and view these custom questions at the bottom of the registration page.  


Create_Your_Account.pngScreen_Shot_2019-08-21_at_6.50.14_AM.png

 

To edit your membership registration page go to Members / Memberships / Registration Fields.  Here you can note which fields are displayed, which are hidden, and which are required.  This is where you will manage if your custom questions are presented to new members.  


reg.png


Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons

Feedback sent

We appreciate your effort and will try to fix the article