Organizations can require a member to be subscribed to their organization before allowing the member to register for their meetings. See Require Subscription Before Meeting Registration for how to enable the subscription intake form.
Sections in this article:
- Customizing the Data Collection
- Subscriber Intake Form
- Default Form Fields
- Add Questions
- View/Edit Existing Questions
Customizing the Data Collection
The organization can customize the data that is collected from subscribers in two ways:
- By selecting data fields to collect
- By inputting subscriber survey questions
On the Manage Organization page, the Users drop-down menu contains all controls relating to subscribers. Data collection can be customized within the Subscriber Intake Form option.
Note: the drop-down menu will not show Subscriber Intake Form unless it is enabled on the Organization Settings page first (shown above).
Subscriber Intake Form
The Subscriber Intake Form page has three important sections:
- Default Form Fields
- Add Questions - Subscriber Survey
- View/Edit Existing Questions - Subscriber Survey
Default Form Fields
The Default Form Fields button allows an organization to select which data fields to collect from a subscriber, and whether or not the field is required.
Note: As a system requirement, the fields Username, First Name, Last Name, and Email will be permanently set to Display and Required. All other fields are optional.
Add Questions
An organization can activate the subscriber survey by adding survey questions. At least one survey question must exist for the survey to be presented to members.
Add a question, include optional custom message, select the question type, then click Submit.
View/Edit Exiting Questions
At the bottom of the Subscriber Intake Form page, an organization can view existing survey questions. Additionally, each question can be edited, re-sorted, and deleted as needed. The preview button at the top of the page allows an organization to view as a subscriber would see the intake form.