WordPress Simple Membership Form Builder shows you how to create custom membership forms and add the shortcode to your website.
Last Updated: April 12, 2019
Latest News: I updated the information below.
There are times when you need to add extra fields to your membership forms. This post shows you how to set up the necessary tools needed for you to start building custom forms.
Form Builder add-on current version 4.6.8, checked on the February 26, 2019. If you don’t have the latest version then click on the following URL re-download-the-purchased-addons.
Note: When you install the Form Builder Add-on, if you have enabled Free Membership in the Settings you will need to create a new Free membership form.
WordPress Simple Membership Form Builder Steps
Step 1 ) Install the Form Builder add-on you downloaded from the URL above.
Note: Check the following URL how-to-install-wordpress-plugins to learn about how to install a plugin or addon.
Step 2 ) Go to WP Membership -> Form Builder to create new forms. You will also notice that I have also added the Form Shortcode add-on.
Step 3 ) The following image Form List, allows you to select the following option. You can also view all the forms you have created if any.
Form List General Settings
- Load a Light Version of the Form Builder CSS
- Click on Save Changes button when you have finished with the settings.
Step 4 ) Click on New Form tab to create a new form. The following image displays the fields you need to fill out and the options you need to select to create the new form.
- Name the form
- Type of the form = In this example I selected Registration form.
- Membership level = In this example I selected Silver membership level.
- Click on Create Form button to begin.
Note: Once you assigned this form to a membership level, when you create your buy now PayPal button for the same level it will display this form.
Step 5 ) The following image displays the Standard form fields you can use to create your form.
- First Name
- Last Name
- Profile Image
Step 5-a ) The following image Custom tab display the extra custom fields you can use to expand your form.
- File Upload
- Member ID = Note: This field can be added to the profile edit field (it shows the Member ID of the member.
Step 5-b ) The following image displays the settings you can configure and set up for a Text field added to a form.
Form Text Field Settings
- Field Layout
- Read Only
- Show to Admin Only
- Default Value
- CSS Classes
- You can Delete any custom field added to a form. But you can’t delete any standard field added.
Note: Some fields might not have the same list of settings available for customization as above.
Note: The following two steps are not available when someone signs up as a free member unless you have the Form Builder add-on.
Step 6 ) The following image Settings -> Confirmation allows you to set up the following features after someone submits a form.
Step 7 ) The following image Settings -> Notification allows you to enable, Send Confirmation Email to User. This is very important if you want the member to receive an e-mail letting them know that their subscription has been approved and they can sign up.
Step 8 ) The following image Form List tab displays the list of forms created using the add-on. In this example I created 2 new Registration Forms. Each form created has a unique Form name, Form ID and each belong to a Membership Level. The Form Builder add-on also created a unique Profile Form for each registration form created.
In regards to the above forms created, if you want to use any of the forms for Free registration you can use the following add-on Form Shortcode mentioned earlier or add the corresponding shortcode to a page or post for each form you create. (Remember in your website your forms ID will be different)
Free Registration Form Shortcodes
- For the Silver Level the shortcode is [ swpm_registration_form level=10]
- For the Free Level the shortcode is [ swpm_registration_form level=6].
Note: for the Free membership form you don’t have to add the level=6 because this is already added in the plugins Settings under Free Membership Level ID. The default shortcode [ swpm_registration_form] created when you install the plugin will work as well.
Note: For every registration form you create the plugin will also create a profile form. Every registration form must have a unique profile form as well or else you will receive error messages. If the profile form is not created you need to create one yourself. The Simple Membership plugin already creates the profile page for you when you install and activate the plugin. The shortcode it adds to the profile page is [ swpm_profile_form ]. You don’t have to edit or change this shortcode. The plugin knows which member has logged in. It will pull the correct profile per membership level. For paid membership the shortcode would look something like the following [ swpm_payment_button id=8100]. (Remember in your payment button id will be different)
Answer: = The checkbox for the core plugin is only applicable to the core plugin’s registration form. With form builder, you create your OWN custom checkbox fields that you can use for terms and conditions. Form builder lets you create customized checkboxes with whatever text you want to use. Then you can make that checkbox required so users have to check it before they can complete the registration form.
Q2 I would like to require basic information for a free user, but when a paid upgrade is initiated, require more information from the user. Is that possible & what would that process look like?
Answer: = Yes, you can have a different registration form, for each membership level. You can have the additional questions in the “Edit Profile” for the membership level in question. After the paid upgrade, the members can go to their edit profile page and update/add the additional data
Q3 Is it possible to direct people into a specific membership level depending on what information gets input into the registration form? For example, they input a specific Country into the form when signing up and that will place them into specific membership level.
Answer: = This would need customization work.
Q4 Are conditional fields possible? For example, an input is entered which requires the user to then fill out another field.
Answer: = No
I hope the information above helps you understand how this addon works.
Click on the following URL Custom Message Add-on to continue.
If you have any questions please let me know. I will be updating this tutorial from time to time.
Simple Membership Plugin Tutorial List: