Applications & Forms

A digital application form serves as a tool to assess the suitability of potential customers for your members club or business. It facilitates the collection of personal details like name, age, and gender, as well as specific interests relevant to your enterprise, such as their industry or hobbies.

Once the form is published and ready for use, responses from applicants are channeled for review and approval.

To streamline the process, the application can be structured by adding individual forms in a preferred sequence for the end user. For instance, Form 1 might collect personal information, Form 2 might delve into interests and professional background, and Form 3 might gather payment details.

However, before any of this can take place, it's essential to create the necessary forms.

1. From the toolbar, click on "Engage."

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

3. Name your form and add any details to help your team understand its purpose. Review advanced options to control settings like completion limits or edit permissions.

4. Once you're ready, click on "Create Form" or "Continue."

5. Add your questions by clicking "Add a Question Field."

6. Choose the question type and enter options if needed.

7. Toggle on the mandatory feature if necessary.

8. Connect answers to CRM profiles for easy reporting.

9. Select the width of the question block on the live form.

10. Click "Assign Question" when satisfied.

11. Repeat steps 5-10 for all desired questions.

12. Reorder questions by clicking "Order Questions" and dragging them as needed.

13. If no reordering is necessary, click "Assign & Finish" after the last question.

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

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

1. Now that your forms are ready, let's create an application or survey.

2. From the toolbar, click on "Engage."

3. Navigate to "Surveys & Forms" and select "Setup New Application."

4. In "Application Details," give your application a name and optionally add a description, welcome page HTML, and set the confirmation page.

5. Under "Settings," customize options such as including form titles, displaying confirmation pages before submission, enabling response editing, verifying applicant uniqueness, and setting survey status.

6. When ready, click "Next."

7. Now, let's add forms to the flow in the desired order. Choose the first form and click "Add."

8. Repeat step 7 for each form you want to include.

9. Once all forms are added, assign numbers to specify their order in the application flow.

10. Remember to provide text for the "Next Step" button, guiding applicants through the process.

11. When everything looks good, click "Save."

1. To adjust application settings like name or description, follow these steps:

- From the toolbar, click on "Engage."

- Navigate to "Surveys & Forms" and select "Manage Applications."

- Find the application you want to edit and click "Edit."

- Make your desired changes.

- Click "Update Survey/Application."

And here are the steps for editing the flow of an application:

1. To modify the flow of an application, follow these steps:

- From the toolbar, click on "Engage."

- Navigate to "Surveys & Forms" and select "Manage Applications."

- Find the application you want to edit and click "Review."

- In the top right corner, click "View Flow."

- Make your desired changes.

- Click "Save."

If you need to edit questions on an application, follow the steps outlined in "How to Edit a Form."

1. Under the application response list, click 'View' next to the application you want to review.

- You'll find shortcuts at the top of the next screen.

2. From the top right corner, dive into the applicant's profile, created upon capturing their name, unique email, and phone number.

3. Scroll down to the Membership Application section to see application details like submission time, unique ID, and application number.

4. Keep scrolling to view the applicant's answers to your questions.

5. Choose the appropriate membership program for the applicant (if you're accepting their application), selected from your previously created programs.

6. Ready to approve? Move to the status dropdown and select 'Approve'. Other statuses serve as internal references and can't be customized. New applicants are automatically marked as 'new', changing to 'viewed' after being reviewed. All other statuses must be manually applied.

7. Upon updating the status to 'approved', you'll be prompted to choose the billing frequency for membership. You can opt to charge fees now, even if the next billing date is in the future.

8. Add any internal notes you need, remembering that these notes can't be deleted.

9. Click 'Approve Application', and you're all set!

If the same email and/ or mobile number are used in a form or application, Peoplevine will merge the profiles. To prevent this from happening and duplicate applications from the same individual, you can add a verification step before the application begins.

This feature was built specifically to prevent an individual or Executive Assistant from overriding the details of their Spouse/ Employer where the the same e-mail and/or mobile number are used for more than once person.

Over time we have found people that share the same e-mail and/or mobile number causing some data to be overwritten when the other person applies.

To enable this feature, edit the Survey Application and check the box that says Verify applicants haven't already applied and are not a member before continuing through the application.
​

Once checked, when people first arrive at the application for the first time, they will be prompted to enter their e-mail and mobile number before continuing.
​

Upon entering their e-mail and/or mobile number, we will identify if they are already in the CRM to determine if they've already applied or are a member. If so, we will prompt them to inform them. If not, they can continue with the application.