An application form, also known as ‘surveys’ in Peoplevine, are a workflow containing a collection of forms which can be used to create a membership application. Forms need to be created first in order to be added to an application flow. We suggest using more than one form to build an application, as they will correlates to a percentage of completion when shared with potential applicants.

Applications - an overview

Forms

How to Create a Form

How to Edit a Form

Survey Applications

How to Create a Survey Application

How to Edit a Survey Application

How to Share the Survey Application

How to View Applicants

Applications - an overview

An application form can be used to determine the suitability of customers to your members club or business and can be used to capture personal information, such as name, age, gender as well as specific interests that are relevant to your business, such as the industry the work in or hobbies/ interests.

Once an application form is published and ready for completion, applicant responses will filter through for review and approval.

An application can be created by adding individual forms to it in the order that you wish them to appear to the front end user: e.g., form 1 = personal information; form 2 = Interests and work; form 3 = payment information.

Before all of this can happen, we need to first create our forms.


Create a Form

  1. From the toolbar, click on Engage.

  2. Navigate to Surveys & Forms and click Setup New Form.

  3. Name your Form. If you would like, you can provide details so that others in your team understand the purpose of the form. It is suggested to review the Advanced Options where you can control settings such as how many times someone can complete the form or if they can edit it after submitting

  4. Once you are satisfied, click Create Form or Continue.

  5. Next, you will add the questions to your form. Start by adding your first question by clicking ‘Add a Question field’.

  6. We have pre-built question types available for you to choose from. Simply select the type most suited to the question and enter in the selection if a dropdown, radio button or multiple choice.

  7. Choose whether to make the question a mandatory field by toggling the feature on under each question. This will automatically create an asterisk (‘*’) in the live form.

  8. Answers to each question can be mapped to a CRM profile, either using pre-determined fields such as first name or date of birth, or to a unique attribute that you can later use for reporting purposes.

  9. Predetermined width is in reference to the layout of the question as a block on the live form: Full width = entire width of the form; ¼ width = a quarter of the page (same concept for all other fractions); Break into 3 columns = splits the content given as options for answers into 3 columns.

  10. Once you are satisfied, click Assign Question.

  11. Repeat Steps 5 - 8 until you have added all the questions you would like to be included on the form.

  12. If you would like to reorder any of the questions, you can do so by clicking Order Questions at the top and then dragging and dropping the questions.

  13. If you do not want to reorder questions, just click Assign & Finish on your last question.


How to Edit a Form

If you would like to edit the settings like the name or description of a form, follow these steps:

  1. From the toolbar, click on Engage.

  2. Navigate to Surveys & Forms and click Manage Forms.

  3. Find the form you would like to edit and click Edit.

  4. Make your desired changes.

  5. Click Update Form.

If you would like to edit the questions on a form:

  1. From the toolbar, click on Engage.

  2. Navigate to Surveys & Forms and click Manage Forms.

  3. Find the form with the questions you would like to edit. Click Questions.

  4. Find the question you would like to edit and click edit.

  5. Make your desired changes.

  6. Click Update Question.


How to Create a Survey Application

Now that you have created your forms, you can progress to creating an application or survey.

  1. From the toolbar, click on Engage.

  2. Navigate to Surveys & Forms and click Setup New Application.

  3. Under Application Details, name your application. You are also able to:

    • Add a detailed description of the form

    • Add Welcome Page HTML for a more customized look and feel

    • Set the confirmation page

  4. Under Settings, you are able to set the application to:

    • Include the form title from the forms that make up the survey

    • Have the confirmation page displayed before submitting. Their application will be considered submitted at this point but they will be able to make changes until your team views the application.

    • Allow users to edit their responses after submission by enabling response editing.

    • Verify applicants haven't already applied and are not a member before continuing through the application. This will prompt applicants for their unique email or mobile number in order to apply.

    • Set the survey status as active, draft or inactive.

  5. Once you are ready to move on, click Next.

  6. Now we add forms to the flow in the order you would like them to appear. Under 'select an item', pick the first form to be added to the flow and select 'add'.

7. Repeat Step 6 for each form you would like to add to your application.

8. Once all the forms have been added, specify the order you would like them to appear in the application by assigning a number to each line.

9. Don't forget to add text in the Next Step Text field. This could be something as simple as "Continue" or "You're making good progress, continue to Step 1."

10. Once satisfied, click Save.


How to Edit a Survey Application

If you would like to edit the settings like the name or description of an application, follow these steps:

  1. From the toolbar, click on Engage.

  2. Navigate to Surveys & Forms and click Manage Applications.

  3. Find the survey application you would like to edit and click Edit to the right.

  4. Make your desired changes.

  5. Click Update Survey/Application.

If you would like to edit the flow of an application, follow these steps:

  1. From the toolbar, click on Engage.

  2. Navigate to Surveys & Forms and click Manage Applications.

  3. Find the survey application you would like to edit and click Review to the right.

  4. In the top right corner, click View Flow.

  5. Make your desired changes.

  6. Click Save.

If you would like to edit the questions on an application, you will want to edit the form directly and follow the steps in How to Edit a Form.

How to Share a Survey Application

  1. From the toolbar, click on Engage.

  2. Navigate to Surveys & Forms and click Manage Applications.

  3. Find the survey application you would like to edit and click Review to the right.

  4. On the right, find the "Share" box. Here, you will see the options of:

    • Copying the Full URL

    • Copying the Tiny URL

    • Downloading the QR Code

    • Setup a Text Keywork which allows prospective members to text a word to a specific number and they will be automatically sent the application

How to View Applicants

1. From the toolbar, click on Engage.

2. Navigate to Surveys & Forms and click View Applicants.

3. You are able to filter by status or date.

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