Working with out-of-the-box Forms

There are a few specialized forms located in the Form Library that can simplify your workflow when joining new members or organizations. Additionally, each out-of-the-box form is customizable, giving you the ability to tailor your members’ sign-up experience.

Viewing out-of-the-box forms in the Form library

Organization Demographic Form

The Organization Demographic form collects demographic information to use in the organization membership join process. This form can be found in the General group of the Form Library, and at @/iCore/Membership/Organization-Demographics-Form.

Previewing a form

Out-of-the-box, this form is deployed on the Organization Join page of the Member Responsive site.

Viewing an example on the Member Responsive site

Volunteer Sign-up Form

The Volunteer Sign-up form collects information about members signing up to volunteer for your organization. This form can be found in the General group of the Form Library, and at @/iCore/Contacts/Volunteering/Volunteer-sign-up-form.

Previewing a form

Out-of-the-box, this form is deployed on the Volunteer page of the Member Responsive site.

Viewing a volunteering form example on the Member Responsive site

Viewing an example volunteer form

Contact demographics

The Contact demographics form can be used to gather demographic data about individual contacts or members in your database.

Previewing a contact demographics form example

Example: Using an out-of-the-box-form in the membership join process

The out-of-the-box forms can be added to any member-facing page, giving you the ability to collect valuable information about your members. The following example outlines this process.

To add an out-of-the-box form to a membership join page, do the following:

  1. Navigate to RiSE > Page Builder > Manage content.
  2. From the @/iCore/Membership folder, make a copy of the Organization Join content record.
  3. Paste the copied content record into a Shared Content folder.
  4. Open the content record and provide a new Title and Publish file name.
  5. Open the Content Collection Organizer content item by clicking Configure.

    6. Configuring the Content Collection Organizer content item

  6. (optional) Change the name of the content item.
  7. Enable the Function as a step-by-step wizard, Steps are sequential, Redirect on finish, and Include ID as a URL parameter options.
    1. In the Content or URL to redirect to field under Finish button redirect, enter ~/Cart?ID=LoggedInUserID.
  8. Under the Create Organization tab, make sure the create organization with administrator content record (@/iCore/Membership/CreateOrganizationWithAdministrator) is selected in the Content to display field.
  9. Under the Demographics tab, make sure the organization demographic form (@/iCore/Membership/ Organization-Demographics-Form) is selected in the Content to display field.
  10. Under the Fees tab, make sure the general product display content record (@/iCore/Membership/General_product_display_without_cart_button) is selected in the Content to display field.

    11. Viewing the Content Collection Organizer configuration options

  11. Click OK.
  12. Click Save & Publish.
  13. Make sure to update any shortcuts to point to the new content record.