Adding Fields

To add new fields to be used on the Member Join Pages, follow these steps:

  • Click the Join Configuration link under Communications.
  • The Member Join Configuration page is displayed with the five sections listed: Demographics, Survey, Password, Member Directory and Thank You. For each section listed, you have the option to Edit or Preview.
  • Click the Field List link at the top right of the page. This will display the List of Fields that have already been added. Adding fields does not automatically add them to the Join page. To add them to the join page, they must be made active on the Field Selection for Member Join (Demographics). Adding fields just makes them available to activate on each of the Member Join pages.
  • To add a new field, click the New Field link on the top right of the page. This will display the New Field page.
  • Enter the Default Label Text for the field. This is what will be displayed on the form next to the field unless it is changed on the Field Selection for Member Join page by adding Label Text.
  • Select the field Type from the drop down list:
  • Click either the Customer Data radio button or the Membership Data radio button to indicate what category of information is being collected by this field. If information collected in this field will be used across all sites, then it should be stored as Customer data. If the information collected in this field is specific to one site, then it should be added as Membership Data. For the most part, fields should be set up as Customer Data.
  • After all information has been completed, click the Save button to save the field. This will return you to the List of Fields where you can edit the field or assign attributes to the field.