Special Case: Join Survey
As part of the registration process, you can have your new members fill out a short survey.
We would strongly recommend that you make use of this feature. It is a good way to learn more about the members of your community right from the start. You can ask for additional information (e.g. age or profession) or find out what made them join.
How to set up a registration survey:
Technically, every join survey is a callout. So first you need to set up a callout with the questions you want to ask your new members. If you don't know how to create a callout, have a look here. Important: The callout must be published and must NOT have a preset end date so that you can use it as a join survey.
Once you have created and published your callout, go to the ”Membership Builder” menu.
Click on the tab ”Account Confirmation”.
Scroll to the bottom of the page. There you can set up the join survey. To do this, select the callout you want to use as the registration questionnaire from the drop-down menu.
Then formulate a short explanation for new members as to why you are asking for the information. You can also decide whether filling out the questionnaire at registration should be mandatory or not. If it is not mandatory, new members can skip the survey by clicking on a button. If it is mandatory, the button does not appear. But don't worry: at this point, the membership is already closed, so there is no danger of potential members dropping out.
Done!
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