To Create a Simple Survey Form:

1. Log in as the primary administrator to MembershipWorks
   
2. Go to Forms Carts Donations
   
3. Click “+ New Form”
   

Form Template Tab

1. Simple text box
   
2. Text box with some editing ability
   
3. Check box
   
4. Choose one option
   

How to delete a field

1. Click on the field you’d like to delete
   
2. Click Remove
   
3. Click “Confirm Remove”
   
4. Follow steps 1 through 3 to delete all of the fields you no longer want
   
5. Click Save & Continue to finalize the changes
   

How to add a field

1. Click “+ Add Box”
   
2. Add the question you’d like to ask in the box next to “Description”
   
3. Next to “2-letter identifier” type any 2 letters
   
4. Set the “Type” to the kind of questions you’d like to ask
   
5. Click OK
   
6. Repeat steps 1 through 5 for each question you’d like to add
   
7. Click Save & Continue to finalize your changes
   

How to add new boxes

1. Click on “+ Add Box”
   
2. Put a title for the box in “Box title”
   
3. Add a description if you’d like in the “Description” field
   
4. “Visibility” should only be set if you would like to limit which members or groups of members can see the questions in this box.
   
5. Click OK
   

Settings Tab

Settings - First Section

1. Form name: This is set when you create the form. You can change it here if you’d like. Please note that if you change the name, it will change the WordPress shortcode and HTML5 snippet used to embed the form on your website. Therefore if you change the name after putting the form on your website, you will need to update the WordPress shortcode or HTML5 snippet on your website.
   
2. Notify email(s): You can add email addresses of people who should be notified when someone checks out this form. This can also be done at the item level if you prefer. If you have multiple emails you like notified, separate them with a comma (no space).
   
3. Redirect to: You can put a URL in this box and it will redirect the member to that page upon checkout.
   
4. Checkout button text: Here you can update the text you’d like on the checkout button. For example, some people like it to use “Submit.”
   
5. Scroll: This setting typically doesn’t apply to a simple survey as you generally would not be creating Items for a survey. If most website visitors will only be selecting one item, you can enable this setting and the form will automatically scroll down to the checkout area after an item is selected. If many people will be selecting multiple items, it is best not to enable this setting.
   
6. Handling fee: You can leave this field blank.
   
7. Limit items per checkout: This field typically would not apply to a survey as you likely won’t be creating Items. You can leave this blank if you don’t want to limit the number of items a website visitor can check out. If there is a limit you can add it here.
   
8. Checkout actions:
   
1. “If user has account, add user to these folders/labels” allows you to add users who already have an account in your system to a particular Folder, or add a Label to their account. When selected, you will see a list of all the Folders and Labels you’ve created. Click on the ones you’d like and you’ll see their background turn green to show that they have been enabled.
   
2. “If user has account, remove these labels” allows you to remove the Label from an account when they check out this form. When selected, you will see a list of all the Labels you’ve created. Click on the ones you’d like and you’ll see their background turn green to show that they have been selected.
   
3. "If user does not have account, add user to these labels/folders” will automatically create accounts for users that check out this form and don’t currently have an account. In most cases, we don’t recommend enabling this setting as each account created will count toward the total number on your MembershipWorks plan. You will be able to see and export information from the form on its Dashboard, including contact information of people who do not have accounts in your system.
   
4. “Add user to email list” will only be visible if you have the Premium MailChimp Integration Add-On. This allows you to automatically add people who check out this form to the MailChimp audience of your choice. You can also have it automatically attach Tags in MailChimp. If you don’t have the Premium MailChimp Add-On, you can export from the forms Dashboard to a csv spreadsheet and then import the spreadsheet into your newsletter platform.
   

Add the Form to Your Website

1. Click on the forms Dashboard and then click "Embed/Link"
   
2. From here you will find the shortcode/HTML snippet needed to embed the form on your WordPress, Wix or other site