Many clubs and associations have unique questions that are asked of members when they join or renew, or when they register for events. These questions may be used to establish qualifications, certifications or experience; in some enthusiast clubs they are used to determine what product the member uses to enjoy his/her hobby.
Questions can be configured to appear during the member sign-up process and to be required, or they can be placed on the profile screen and be optional. They can also be hidden from the member, visible to admins only, or visible to the member but editable by admins only.
Navigate to the Control Panel > People Tab > Setup > Additional Member Data
This screen shows the questions already defined, including the question name, type, whether the question is on the membership application, whether an answer is required and whether the question and answer are included in the member’s directory entry.
Adding a Question
Click Add Question.
For each question, specify a name or title for the question. You will use this to identify the question in the admin list and in reports; it will only be shown to users in error messages. Then specify the question text itself. This field uses a limited version of our advanced content editor, with full control over fonts, colors, lists and indenting, and the ability to insert a photo or image.
The Question Notes option allows you to specify an additional explanation that is displayed in smaller text under the question. This explanation helps users understand what information you are seeking and the format for their answer.
Use the buttons to allow "Other" as a response, or user comments.
By default, new questions apply to all member types. Selecting "Applies to Selected Types Only" will show the Member Types icon in the Maintain column of the Additional member Data screen. Use the Member Types option to select the member types to which the question should apply.
Select the visibility setting for the answers submitted by members: Public will display answers in the Standard Member Directory, Member will display answers within the Member Profile, and Admin will display answers to Administrators only (through the Member Profile).
Determine who can answer the question: Member will allow members to answer the question and edit the response through the Member Profile, Admin Only will configure the question to display for Administrators only (through the Member Profile) and only an Administrator will be able to answer or edit the answer.
Questions can be configured to display in the Membership Signup Wizard, or only through the Member Profile. Under Membership App., select N/A to show the question in the Member Profile only, not in the Membership Signup Wizard. Select Optional to display the question in the Membership Signup Wizard, but make it optional for users to respond. Select Required to display the question in the Membership Signup Wizard and make a response required.
Finally, determine which members are asked the question: primary, secondary, tertiary, or any combination.
Note: The answers to additional member data questions are not encrypted in the database. You should not use additional member data questions to store information that needs to be secure, such as social security numbers.
See: