Getting Started: Forms and Surveys

Member365 includes a wide variety of ways to create forms, and even more ways to use the information you collect with them. Keep reading this Getting Started guide to learn about how to use these powerful tools!

Creating Forms

To get started, we’ve created a list of all the types of forms you can create, as well as a guide to using the Form Question Editor interface that is used to create almost all of them.

Creating Forms in Member365

How to Use the Form Question Editor

Using Forms

Membership Application Forms

Our guide to creating membership application forms also includes instructions on how to include it in a specific membership category’s application process.  Read on for guides on a few specific tips and tricks to using this feature!

How to Disable a Field in a Membership Application or Contact Record

How to Access Responses to Membership Application Forms

How to Export Extended Field Responses

Directory Forms

Directory forms are used to collect information that will be used to tailor searches made by users of your public and private directories. These guides will show you how to associate the forms you create with specific directories and ensure that the information shows up in search results:

How to Attach a Form to a Directory

How to Allow Directory Form Responses to Populate a Directory Listing

Quizzes and Tests

Once you’ve created a quiz or a test, you’ll want to know how to analyze the result. We’ve created guides on how to grade individual tests, and on understanding the success and engagement of specific tests in your overall user base:

How to Review and Grade a Test

Accessing and Understanding Quiz and Test Analytics

Surveys and Polls

Once you’ve decided what questions you’re going to ask of your contacts and members, you’ll want to make sure your survey is working properly, and afterwards, you’ll want to analyze the results. Read on for guides on how to do just that:

How to Preview and Test a Survey or Poll

How to Access Survey Results and Responses

Surveying Event Registrants

You can include forms in the registration process of your events; it’s a great way to understand the backgrounds, expectations and needs of your attendees. We’ve created two separate guides: the first is appropriate when you intend to ask the same question no matter who signs up, and the second will show you how to associate specific forms with specific ticket types/tiers.

How to Include a Form During Event Registration

How to Attach an Event Registration Form to a Specific Ticket Type

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