User information can be captured in several different ways. Including:


  1. Membership join or renew forms
  2. Event attendee forms
  3. General CMS forms
  4. Accounts page


* The above excludes basic name and email information that can also be captured via donation forms, subscribing and so forth.


Membership forms can be linked directly to Profile Fields that update or overwrite existing profile data upon a membership join or renewal. Depending on permission settings, Profile Fields can also be viewed or viewed/edited via a user's account page once logged in.


Event forms also allow you to capture various user data. However, data is stored against an event delegate or attendee rather than directly updating a profile field (this is for security reasons, as event registrations may be taken on behalf of another person).


Alternatively, you can create general CMS forms and embed them into any content page to capture any other data you need. Similarly to event forms, general CMS forms do not directly update Profile Fields. However, these forms can still be linked to a profile if the system recognises a unique email address that is already against an existing profile.


To add a general CMS form:


  1. Create a new form from Forms under the Content Management (CMS) section.
  2. Place the form into a content page using the form tile.


To add a membership or event form, first create the desired membership or event, configure the form layout (to add any additional form fields) from their respective configuration areas, then place either an event or member tile into a content page (in much the same way as placing a general form tile above).