MembershipWorks - Get Started

Simple Survey

Create a Simple Survey

    To create a new form you should:

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

    The primary admin can give secondary admins the ability to access forms that have already been created.

    Form Template Tab

    This is the tab where you will put all of your questions. If you have questions about different topics you can organize them into different sections utilizing boxes.

    You will be able to utilize a variety of question types including:

    • Simple text box
    • Text box with some editing ability
    • Check box
    • Choose one option

    How to delete a field
    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 Template & Continue to Items to finalize the changes

    How to add a field

    add a field
    When adding a field, you can either opt to add a custom field or click on the “Field” drop down menu to select one of the existing system fields. If a system field exists for your purpose, we recommend using that field type instead of creating a new one. To create a new custom 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 Template & Continue to Items to finalize your changes

    How to add new boxes
    add a box

    You may want to organize your questions into different boxes. You can see an example of a form with different boxes at Here are the directions to add a new box.

    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

    Once you’ve added the box you can follow the above directions on “How to add a field” to add fields to the box. You can also drag and drop existing fields from one box to another. Don’t forget to click Save Template & Continue to Items to finalize your changes.

    Settings Tab

    First Box

    survey settings

    In top box you can control the following:

    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.

    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).

    Redirect to: You can put a URL in this box and it will redirect the member to that page upon checkout.

    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.”

    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.

    Handling fee: You can leave this field blank.

    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.

    Checkout actions:

    • “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 blue to show that they have been enabled.
    • “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 blue to show that they have been selected.
    • 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.
    • “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 event’s Dashboard to a csv spreadsheet and then import the spreadsheet into your newsletter platform.

    It is important that you always click Save after making any changes in this box to finalize your changes.

    Adding the Form to Your Website

    You can add the form to your website by utilizing a shortcodes (WordPress) or HTML5 snippets (Weebly, SquareSpace, etc.) that we provide. Please note that you can only put shortcode or snippet per a page. 

    Add a Form to WordPress
    1. Go to the Dashboard tab of the form
    2. Click Embed/Link
    3. Copy the shortcode
    4. Paste it onto your website page

    wordpress donation form

    Add a Form to all Other Websites
    1. Go to the Dashboard tab of the form
    2. Click Embed/Link
    3. Copy the HTML5 snippet under “Embed the form on another site:“
    4. Paste it onto your website page

    HTML5 donation form

    Managing Your Form

    Record an Offline Payment

    record form payment received
    This situation applies when you receive a check or cash for a form payment. Payments yet to be received are listed in red.

    1. Click on “View/Void” next to the name
    2. Click “Record Payment received”
    Link a Form Submission to an Account

    link form submission to member account

    1. Click “View/Void” or View/Refund” next to the name
    2. Select “Link registration to account”
    3. Search for the account name
    4. Click on the account. Once the account has been linked, the person icon icon will appear next to the name. The icon is clickable.
    Void a Form Checkout

    void checkout

    1. Click “View/Void” next to the name
    2. Select “Void”
    3. A message will come up asking you to confirm
    4. Click Continue
    Process a Form Refund

    issue form refund

    1. Click “View/Void” next to the name
    2. Select “Void & Refund”
    3. A message will come up asking you to confirm void and issue full refund
    4. Click Continue

    Please note that once a transaction is refunded it cannot be undone.

    Export to a Form to a CSV Spreadsheet

    export to csv

    1. Click Export CSV
    2. Select to export all checkouts or checkouts of just a particular item