Member365 provides you the flexibility of integrating forms to collect information from individuals and organizations. You can use forms in different manners that can be used to compile directories or attach to a specific membership category. To help you get the most use out of the forms within Member365, we’ve put together a breakdown of the main differences between directory forms and membership forms.
If you are unfamiliar with how the Form Question Editor works, consult this Knowledge Base article.
Directory Forms 101
Directory forms are used to collect information that will be used to filter searches made by users of your public and private directories. The information in directory forms will be visible in public-facing searches and can be accessed via their profile in the Member Portal.
What are Directory Forms ideal for?
They are useful 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. You will be able to use the information collected to fill in directory search listings, making it easier for your members to connect to the resources and contacts they need.
Read on for guides on a few specific tips and tricks to using directory forms:
Membership Application Forms 101
A membership application is the foundation of your member-driven organization, and it is vital that we understand the application process using forms. These are forms used by your members when applying for a membership and requires them to provide more information.
What are Membership Application Forms ideal for?
These forms can be useful when creating any membership category. It allows you the flexibility in adding important information that you may require form individuals. Keep in mind that this information is only accessible by admins and can be kept private if necessary. If you have information that is meant to stay private and not shared on a public directory it may be better to use a membership application form when asking for sensitive information.
In Member365, a Membership application form and a Renewal Form are the same. Each Membership Category can only have one Membership Form attached at a time. When members apply
In other words, you will create one Membership Form for your Membership Category. You will then choose which questions are posed on Application, and which are posed on Renewal: there will only be one form that will serve as both the Application form and the Renewal Form.
Read on for guides on a few specific tips and tricks to using membership forms!
We hope that this comparison between directory forms and application forms has provided you with some guidance to make the best use for your organization.
Difference between Directory Forms and Membership Forms
One of the biggest distinctions is where your members will be able to access their information within the member portal.
Step 1: Find the member that you wish to review their directory/membership forms for.
Accessing directory form responses:
1. In the dashboard within the member portal, hover over "My Account", select "My Directory Listing".
2. Select "Edit directory listening".
3. Select "Update Directory Listings".
4. Once you see the green pop up you will know that the directory listing has been updated.
Accessing membership form responses:
1. In the dashboard within the member portal, hover over "My Account", select "My Profile".
2. Find the membership form, it will show up as you've named it. For instance, here we have 3 different membership forms titled "Student Profile", "Volunteer Profile", & "Computer Stipend Profile".