Being able to collect information quickly and easily is essential for any membership-based organization, and an effective interface for building and distributing forms is the best way to do so. Fortunately, Member365 includes a wide variety of ways to create forms, and even more ways to use the information you collect with them.
Creating FormsTo 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.
Membership Application FormsOur guide to creating membership application forms also includes instructions on how to include it in a specific membership category’s application process. A membership application form - membership forms are used by your members when applying for membership and require them to provide more information for internal use or for approval purposes. Read on for guides on a few specific tips and tricks to using this feature!
Organization DemographicOrganization demographic forms are used by organizations to enter profile details for internal (admin-only) use, as opposed to details that are available for public-facing directory searches.
Administrators can share a Web Submission Form anywhere online by copying and pasting its HTML code. Web Forms are also accessible through a Contact’s Member Portal, but you can limit access to certain types of Members as an Administrator.
Directory FormsDirectory forms are used to collect information that will be used to tailor searches made by users of your public and private directories. Directory forms are ideal if you have specific questions, interests or specialties that you wish to be visible and filterable which you are also able to attach to the membership application.
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:
TestsWhen tests are created they are only graded by admins. Once you’ve created 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:
A quiz is a form that draws from a large pool of possible questions and randomly selects which ones to present to the user.
This feature allows you to create a quiz that is accessible through the Member Portal, though access to the form can be limited to any subset of members that you deem appropriate. In addition, the quiz is graded automatically.
Voting is a method that you would use which is much more formal when you wish to get input from contacts or members. Voting has specific rules and procedures to determine a specific outcome.
For example, if your organization was looking to elect a new president for your organization, you wouldn't use a survey for this instance - you'd want the answers to remain anonymous.
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 afterward, you’ll want to analyze the results.
Read on for guides on how to do just that: