Build Membership Application (Membership Request Fields) - Admin

If you have users (staff, employees, members, etc.) who need to apply, join, or request membership in your group, it is important to gather information about them for reviewing their application, verifying their employment status, conducting screening, and other purposes.

To enable membership requests, go to "Customize" > "Users" > "Membership Request Fields".

To use the Form Builder to build questions for your group membership application, Admins can simply drag and drop the desired question type into the field and modify the information as needed.

It's important to note that if you reuse existing fields in other workflows (such as registration or impact questions), the information entered there will automatically transfer to the membership application. You can view this article for details about: Custom Fields.

Additionally, there are several default fields already available for your use, such as phone number, gender, t-shirt size, emergency contact information, and allergies. You can find these fields under the "Add Existing Saved Fields" option.

Please keep in mind the following points when constructing your questionnaire:

1. Avoid asking for the user's name or email since this information is already associated with their profile. Once you accept the user into your group, you will have access to this data.

2. If you wish to approve or deny users based on their application, make sure to set the Membership Approval Needed option to "Yes" in the Customize > Users > Membership Requirements section.

Users will navigate to your group page and select Become Member to access the application.