Documentation

Membership Forms

Create and manage your community.

Membership Forms let Organizers collect information from people who want to join their Guild. When a form is enabled, clicking the Join button on the Guild's profile page opens the form instead of adding the person immediately. This gives Organizers the ability to learn about prospective Members before granting access.

Forms are optional. By default, Guilds are open and anyone can join with a single click. Enable a form when you want to collect information upfront or control who can join.

Guild Settings Members page showing membership form configuration with form fields and approval options
Membership Forms are configured in the Members section of Guild Settings

Setting Up a Form

Only Organizers can create and manage Membership Forms.

1

Open Guild Settings

Navigate to your Guild's profile page and click the settings gear icon.

2

Go to the Members section

In Settings, navigate to the Members section where you will find membership form options.

3

Enable the Membership Form

Toggle on the Membership Form option. Once enabled, visitors who click Join will be presented with the form.

4

Add form fields

Add the fields you want prospective Members to fill out. Choose from field types including text, email, URL, multi-select, checkbox, and date. Each field can be marked as required or optional.

5

Save your form

Click Save to activate the form. New join requests will now go through this form.

Form Field Types

Membership Forms support a variety of field types so you can collect exactly the information you need:

Text

— A single-line or multi-line text input. Use this for open-ended questions like "What brings you to our community?" or "What is your area of expertise?"

Email

— An email address input with validation.

URL

— A link input, useful for collecting portfolio URLs, LinkedIn profiles, or GitHub accounts.

Multi-select

— A set of predefined options where the applicant can select one or more. Great for questions like "Which topics are you interested in?" with options like React, TypeScript, Node.js, etc.

Checkbox

— A single yes/no option. Useful for agreements like "I agree to the community code of conduct."

Date

— A date picker, useful for questions that need a specific date.

Approval Workflow

When a Membership Form has

approval required

enabled, submitted applications are held in a pending state until an Organizer reviews them. Organizers see a list of pending applications and can approve or deny each one individually.

When an application is approved, the person becomes a Member with the default Member role. Organizers can later promote them to Editor or Organizer through the Members page.

If approval is not required, the form still collects information but the person is added to the Guild immediately after submitting the form. The form responses are still available to Organizers in the Members section and in member data exports.

Viewing Form Responses

All form responses are stored and available to Organizers. You can view individual responses from the Members section in Guild Settings, or export the full member list as a CSV that includes form response data. See Managing Members for details on exporting member data.

Membership Forms

Create and manage your community.

Membership Forms let Organizers collect information from people who want to join their Guild. When a form is enabled, clicking the Join button on the Guild's profile page opens the form instead of adding the person immediately. This gives Organizers the ability to learn about prospective Members before granting access.

Forms are optional. By default, Guilds are open and anyone can join with a single click. Enable a form when you want to collect information upfront or control who can join.

Guild Settings Members page showing membership form configuration with form fields and approval options
Membership Forms are configured in the Members section of Guild Settings

Setting Up a Form

Only Organizers can create and manage Membership Forms.

1

Open Guild Settings

Navigate to your Guild's profile page and click the settings gear icon.

2

Go to the Members section

In Settings, navigate to the Members section where you will find membership form options.

3

Enable the Membership Form

Toggle on the Membership Form option. Once enabled, visitors who click Join will be presented with the form.

4

Add form fields

Add the fields you want prospective Members to fill out. Choose from field types including text, email, URL, multi-select, checkbox, and date. Each field can be marked as required or optional.

5

Save your form

Click Save to activate the form. New join requests will now go through this form.

Form Field Types

Membership Forms support a variety of field types so you can collect exactly the information you need:

Text

— A single-line or multi-line text input. Use this for open-ended questions like "What brings you to our community?" or "What is your area of expertise?"

Email

— An email address input with validation.

URL

— A link input, useful for collecting portfolio URLs, LinkedIn profiles, or GitHub accounts.

Multi-select

— A set of predefined options where the applicant can select one or more. Great for questions like "Which topics are you interested in?" with options like React, TypeScript, Node.js, etc.

Checkbox

— A single yes/no option. Useful for agreements like "I agree to the community code of conduct."

Date

— A date picker, useful for questions that need a specific date.

Approval Workflow

When a Membership Form has

approval required

enabled, submitted applications are held in a pending state until an Organizer reviews them. Organizers see a list of pending applications and can approve or deny each one individually.

When an application is approved, the person becomes a Member with the default Member role. Organizers can later promote them to Editor or Organizer through the Members page.

If approval is not required, the form still collects information but the person is added to the Guild immediately after submitting the form. The form responses are still available to Organizers in the Members section and in member data exports.

Viewing Form Responses

All form responses are stored and available to Organizers. You can view individual responses from the Members section in Guild Settings, or export the full member list as a CSV that includes form response data. See Managing Members for details on exporting member data.