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.
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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.
Out-of-the-box, this form is deployed on the Organization Join page of the Member Responsive site.
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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.
Out-of-the-box, this form is deployed on the Volunteer page of the Member Responsive site.
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The Contact demographics form can be used to gather demographic data about individual contacts or members in your database.
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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:
- Navigate to RiSE > Page Builder > Manage content.
- From the @/iCore/Membership folder, make a copy of the Organization Join content record.
- Paste the copied content record into a Shared Content folder.
- Open the content record and provide a new Title and Publish file name.
- Open the Content Collection Organizer content item by clicking Configure.
- (optional) Change the name of the content item.
- Enable the Function as a step-by-step wizard, Steps are sequential, Redirect on finish, and Include ID as a URL parameter options.
- In the Content or URL to redirect to field under Finish button redirect, enter ~/Cart?ID=LoggedInUserID.
- 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.
- Under the Demographics tab, make sure the organization demographic form (@/iCore/Membership/ Organization-Demographics-Form) is selected in the Content to display field.
- 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.
- Click OK.
- Click Save & Publish.
- Make sure to update any shortcuts to point to the new content record.