The Membership Form is found under Forms/Reports within your Client Console. This module is designed to allow you to control information gathered from new members to your site. This site is separate from other forms modules within your Client Console, because the results of this form (incoming submissions from your site visitors) are sent to the Members module (Found within the Members section of your Client Console).
This module allows you to control:
1.) Top Copy: In this field you can control the HTML of your request for membership, outlining all of the features and benefits available to your user, if they complete the form. (An example may be "Become a Member to our site...Please fill out the information below to become a member to our site, and enjoy all of the membership benefits. The membership benefits are....")
2.) Member Type One: This allows you to pose a question to request what type of member they are. The list of options available on the front end of this form is managed by a taxonomy list (found within Admin, Taxonomy Types called Admin-Administration-Member Type). The answers (or options) that will be available to your site visitor will be a drop down list offering these types.
Note: This is an important taxonomy list, as it will ultimately determine the member types available in your outbound Email Broadcasting. (See Email Broadcast).
3.) Member Type Two: This allows you to pose a question to request an additional type of member information that the user may belong to. This taxonomy list can also be modified (Admin, Taxonomy Types, Admin-Member Type Two). The answer available to the site visitor for this question will be a drop down list offering these types. This information will be saved within your members module.
4.) Modules: This will allow you to pose a question that will be followed by the various content types found within your site. The options available to the user for this question will be your list of modules (or content types within the site.)
5.) Security Question: This will allow you to pose a question that will gather personal information from the user to ensure that they have properly opted in for this membership. The option available to the user for this question will be a text box in which they can answer your question. (Example: What is your mother's maiden name....answer: "Smith")
6.) Bottom Copy: In this field you can control the HTML of your terms of membership. This may be a good place to state your privacy terms or what you intend to do with their information, once submitted.
7.) Email Question: This will allow you to pose a question that will offer the user to give consent to be included in future email broadcasts (See Members: Email Broadcast). (Example: "Would you like to be included in future emails from our company? If so, please select below). The site visitor will be given a yes no option following this question. If the user selects "Yes" then they will be included in any outbound email broadcasts that are categorized by their "type" (See Member Type One)
8.) Results Text: This will allow you to control the HTML of a message to be given to the user after they submit their information. (Example: "Thank you for taking the time out to fill out our membership form. Your membership should become active within 72 hours")
9.) Validation Fields: The validation fields within this form will allow you to determine which fields in the form are required, and which ones are not. In this way, the user will be required to fill out this information in order to become a member. If validation is selected, each question requiring validation will appear with a *asterick and will also appear in red font.
10.) Email Confirmation: This will allow you to determine who will receive incoming requests for membership. Although this is not required, as these submissions are saved in the Members module. It will allow the recipient to be notified when a new member has requested membership benefits. In this way, their submission can be reviewed and approved.
11.) Membership Approval: This option list will allow you to determine whether incoming requests require approval or not, prior to membership rights being granted. If you select approval required, all incoming requests will be sent to the members database, but will be marked with an "On Hold" icon, requiring that you approve, change status to release and re-submit.