Introducing custom forms

We are pleased to announce a new feature; Custom Forms.

Custom forms allow you to gather information from your members. All you need to do is go to “Setup > Club > Custom forms” and create one.

Next, add the fields (questions) you want to gather from your members. Form fields can be the following types:

  • Text box
  • Text area
  • Date
  • Check box

Once you have created a form you can then send it to your members. Go to the club inbox and compose an email as usual. You will see a new icon on the editor toolbar (the last one on the right).

Click on that and a popup will open listing your active forms.

Click on a form title to insert a special code into the email. When you send the email the system will replace that with a link so the recipients can click on it and complete the form online.

To see who has completed your forms, go to “Reports > Members > Custom forms”.

You can also view a member’s custom forms from their profile page under the “Documents” tab.

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