Building Individual Membership Questions

Created by Will Rogers, Modified on Tue, 11 Mar at 2:52 PM by Emilie Macke

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.

  

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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.). Each question has the following options: Private - This is a question that is only seen and answered by the Organization Admins

Required - This means a user must answer this question to create a profile

Visible on profile - This means the question and answer are visible on a member's profile

Specific membership only - Gives the organization the ability to ask a question to a specific membership tier (Note: This is for public membership levels only).


Make sure to save your work when you are finished.  


To access the answers to these questions (as an admin) go to the Member management area and select the member to pull up their member card.  Here you can view the individual's answers, as well as make edits to their answers.  




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



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


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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.  


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