Books > Help Center > Memberships > Essentials of Membership > Managing membership registration forms >  



How do I change a membership with a survey to the new Ask Questions?

You can easily replace an existing Membership Survey with the new Ask Questions functionality. This change can be made at any time, even after members have begun to register online.

Step 1- Disable the Membership Survey:

  1. Click Membership to view the Main Menu of this service.
  2. From the Setup section, click Memberships.
  3. Click Change next to the membership you would like to modify.
  4. Click Additional Info (light blue tab).
  5. Deselect your Membership Survey
  6. Click Save.

Step 2 - Create your new Questions:

  1. From the Memberships section, click Change to get back into your membership setup.
  2. You will now see that the Additional Info tab has been changed to the Ask Questions tab.
  3. Click Ask Questions and follow the instructions to add questions.
  4. Click Save.



Was this information helpful?
Yes   No




Search Help Center

Today's Top 10 Articles
  1. About eTax Receipts
  2. How do I search for a donation?
  3. How can I view & print an invoice?
  4. How do I create a membership coordinator profile?
  5. How do I cancel and reissue a tax receipt?
  6. How do I enable the Fund Name or Targeted Giving Program to appear on Tax Receipts?
  7. How do I split the content of a cell in my Excel spreadsheet into multiple cells?
  8. How do I update my contact information for the master account?
  9. Getting started with your next Pledge-a-thon
  10. How do I record attendance?