The form builder addon allows you to fully customize the fields that appear on the registration and edit profile form/page of your membership site.
If you need to customize the registration form and collect various custom data from your members when they signup for a membership account then this addon is what you need.
You will be able to create registration and edit profile forms with custom fields for each of your membership levels. This allows you to collect different custom data for different membership levels.
Installing the Form Builder Addon
- Click on the “Add New” menu under the plugins interface.
- Go to the “Uploader” tab and upload the swpm-form-builder.zip file
- Hit the “Install Now” button and then activate the addon
Form Builder Addon Usage
After you install and activate the addon, you just have to create your custom registration and edit profile forms. So you basically create custom forms (for your membership levels) and then customize the fields in the form. The plugin takes care of the rest.
In order to use the addon, go to the form builder link from the simple membership admin dashboard menu.
You can create custom forms for each of your membership levels or you can just have ONE form for ALL your levels.
Each of your custom registration form need to have a corresponding edit profile form. The custom registration form will be shown on your registration page and the custom profile form will be shown on your edit profile page.
Lets first create a new registration type form for “All” levels to see how it works.
Click on the “New Form” link to create a new custom form:
Give the form a name (example: my all level registration form). Chose the type of form to create (registration form or profile form).
After you hit the “Create Form” button, you will be in the form customization interface. You can visually add or remove custom fields to the registration or the profile form that you are creating.
You can add the following types of fields to this custom form to collect details from your members
You will also be able to customize various details of the custom fields that you add to the form (for example: you can make a field *required*):
Hit the “Save Form” button after you are done customizing the form fields.
When the users go to the registration page to register for a membership account, they will see the custom form that you configured according to their membership level.
Note: You DON’T have to edit the shortcode in the registration page. This addon works with the standard registration page. The registration page was created by the Simple Membership plugin when it was installed. The plugin knows which registration form to display based on the membership level (when they make the payment). You don’t need to edit any shortcode.
Registration Form Example
The registration form that you create using the form builder addon will look like the following:
Edit Profile Form
When you create a new registration form for a level, the addon will automatically create a corresponding edit profile form for that level (in the background). You can edit it and add or remove fields from this form.
Check your forms list menu and if a membership level doesn’t have a corresponding “profile type” form then create one.
The fields in a profile form should be very similar to what you have in the registration form of that level. You can add extra custom fields in your profile form to collect more info from a member via the edit profile page.
Note: You DON’T have to edit the profile page shortcode. This extension works with the standard edit profile page. This page was created by the Simple Membership plugin when it was installed. The plugin knows which profile to display based on the user’s membership level (when they log into the site). You don’t need to edit any shortcode.
Using Read-Only Fields
You may want to show some text to your members that you don’t want them to be able to edit. You can mark a text or textarea field to be “read-only”. You (the site admin) can enter value in that field by editing the members profile from the admin area.
Using Show to Admin Only Fields
You can also mark a text or textarea field to be shown to the admin only (the members can’t see that field from their edit profile page). This can be useful if you need to save some notes about a member with the profile.
Using Google Captcha with Form Builder
You can use our free google captcha addon to show captcha verification on the registration form.
When you enable and configure the captcha addon, the form builder registration form will show the captcha to your visitors (see screenshot below).