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Using the Data Collection Form with your Membership Cards
Using the Data Collection Form with your Membership Cards

Allow users to get their membership card via a form

Danny Allen avatar
Written by Danny Allen
Updated over a month ago

The Data Collection form is a valuable tool that allows you to collect information from your user before issuing them a Digital Membership Card.

Terminology

Data Collection Form:

Also known as the Enrolment Form. This is a form used to collect data from your users before the Membership Card is issued.

Distribution page:

The distribution page contains the welcome email settings , enrolment settings and form URL/QR Code.


Enable the Data Collection Form

To enable the form we need to allow enrolment. This setting specifically allows the use of the form to enrol a user.

Navigate to the Distribution Page.

Use the Toggle to enable/disable enrolment


Edit your Data Collection Form

Navigate to the designer

Navigate to the the Designs page and click the edit icon for the tier you want to edit.

Open the form designer

Click on the 'Data Collection Form' icon to access the form design.

Add and order fields

Now add fields and reorder them by dragging them into place.

Removing a field

If you add a field by mistake, you can delete it by opening the field settings and clicking 'Delete'


Edit the Form Settings

The form settings allow you to edit the following,

  1. Title

  2. Description

  3. Footer

  4. Submit Button

  5. Background Colour

  6. CSS Overrides

Edit the Form Title

When viewing the form designer, click on the Title to open the settings.

Enter the new text and click "Save" when done. To save the changes to the design click on the save icon.

Edit the Form Description

When viewing the form designer, click on the Description to open the settings.

Enter the new text and click "Save" when done. To save the changes to the design click on the save icon.

Edit the Form Footer

When viewing the form designer, click on the Footer Text to open the settings.

Enter the new text and click "Save" when done. To save the changes to the design click on the save icon.

Edit the Form Submit Button

When viewing the form designer, click on the Submit Button to open the settings.

Enter the new text and/or colour and click "Save" when done. To save the changes to the design click on the save icon.

Edit the Form Background Colour

When viewing the form designer, click on any text (not fields) to open the settings and navigate to the background colour tab.

Choose your colour and"Save" when done. To save the changes to the design click on the save icon.

Edit the form CSS Overrides

There may be other aspects of the form you would like to change, but can't be done using the editor. In this case you can use CSS.

When viewing the form designer, click on any text (not fields) to open the settings and navigate to the CSS tab.


Test

Now we can see what the form looks like in a browser.

Find the form URL

Navigate to the Distribution Page and click on the share icon

View the form in your browser

Copy the URL and paste in your browser, or scan the QR with your mobile device.

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