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.
Go through the following few steps to start using the addon.
Step 1) Access the Addon’s Admin Interface
In order to use the addon, go to the form builder link from the simple membership admin dashboard menu.
Step 2) Create a Custom Form
You can create custom forms for each of your membership levels or you can just have ONE form for ALL your levels.
In the beginning, it is a good idea to create one form that will catch all your levels. Later you can create membership level specific forms (if you need to).
Each of your custom registration forms 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. When you create a registration form, the addon will automatically create a corresponding edit profile form for you.
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: All Levels Registration Form). Chose the type of form to create (registration form or profile form). Choose which membership level/s this form should apply to.
Step 3) Customize the Form Fields
After you hit the “Create Form” button, you will be in the form customization interface. It creates the basic form with the minimum required fields (mandatory fields). The following fields are required for our plugin to function:
- Membership Level
You can visually add or remove custom fields to the registration or the profile form that you are creating.
Initially, it is a good idea to have a few simple fields just to test things out so you can see how it works. Later you can edit the form and customize it more.
You can add the following types of fields to your custom form to collect details from your members. There are two types of fields: Standard and Custom.
You will also be able to customize various details of the fields that you add to the form.
- You can make a field *required* by your members
- A ‘Read Only’ field meaning an answer can not be submitted
- A field that is only shown to admin
You can view the different custom field properties in the screenshot below:
Step 4) Save the Form
Hit the “Save Form” button after you are done customizing the form fields. This can be found in the bottom right hand corner of the page.
Step 5) Viewing the Custom Form on the Registration Page
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.
You can temporarily enable free membership (If you aren’t offering free option on your site already). This will allow you to go to the registration page and see how the custom form you created shows up on the registration page.
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 first 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 text area 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 text area 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).
Customizing the Registration Success Message
If you want to customize the text that is displayed to the members after they successfully submit the registration form, you can do so by editing the form’s confirmation message.
Edit the custom form in question then enter your message in the “Confirmation” field.
After Registration Redirect When Using Form Builder
If you wish to redirect your users after they submit their form, please see the following documentation.
Adding the Custom Fields to the Email
The best way to view the field values entered by a user is to log into your admin dashboard and view the member’s profile from the members menu.
You can use the following email merge tag that will include all the custom field values in the email.
Viewing the Custom Fields Data
The members can view the data that they have filled in by going to the “edit profile” page. They can update the data from that page also.
The admin of the site can view the member’s custom data by editing a member’s profile from the “members” menu of your admin dashboard.