Building Individual Membership Questions

Created by Will Rogers, Modified on Tue, 18 Apr, 2023 at 8:34 AM 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.  These questions are then asked for every membership tier.

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




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.  



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.  



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



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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