Use Custom Forms to capture custom information when someone signs up, or to create a multi-person/family membership. Once you create a custom form it can be linked with a Template, and customers will be prompted for additional information when signing up via that Template.
Create New Custom Form:
- Go to Submatic Settings > Custom Forms
- Click "+ Create New Custom Form"
- Select the Form Type: "Customer/Person" or "Custom Fields"
- Enter the Form Name
- If you selected "Customer/Person", some pre-defined contact fields are available for use. Add a checkbox next to each field that you would like to capture.
- Add fields via the "Add Custom" button at the bottom of the page. Add the custom field label, custom field response type, and custom fields options (if applicable)
- Click "Submit" to save your custom form
The Custom Form configured in the below example will prompt someone signing up for a First Name, Email Address, as well as two custom questions. Note that these fields are all displayed after the customer has submitted their own Name, Email, and Phone number during the sign up process. The pre-configured contact fields primarily exist for the purposes of capturing a Second Member's information. The custom fields can be used to capture any additional information that you want to request.
Associate Custom Form With Template
To use the custom form that you have created you must associate it with a Template. To do this:
- Go to the Templates page
- Locate the template that you would like to update and click Manage > Custom Forms
- Your available Custom Forms will appear on the left side. Click "+ Add" to link a Custom Form with this Template.
- The Custom Form that you selected will appear on the right side of the page. Optionally add an External Label which will appear when this is displayed to customers.
- If you would like to create a customer profile for the additional individual whose information is being provided check the box in the "Create Profile?" column. Note that this option is only available if "Email Address" is a field included in the Sign Up Profile.
- Click Save when you are done
In the example displayed in the above screenshot the membership requires information for at least one additional person ("Parent") and optionally up to three children.
On the customer facing side this will generate the below form which appears after the primary customer (purchaser) provides their own information. The "Parent" profile includes First Name, Last Name, and Email Address and it is required. The Child profiles include First Name and Date of Birth and are optional with up to three allowed.
Optional fields are minimized by default, but when clicked they expand.
Behavior for Active Subscriptions / Memberships
Additional individuals entered and which are set to have a profile created will receive all of the unlimited benefits that are listed on the template. All limited quantity benefits will be issued only to the primary customer. Furthermore the additional individuals will receive an invitation to access their own mobile wallet pass, if you have the mobile wallet pass functionality enabled in your account.