Jun 172018
 

WP Simple Membership Form Builder Plugin post shows you how to create customized membership forms and add the shortcode to your website and more.

Last Updated: December 23, 2019

Latest News: Updated the documentation.

There are times when you need to add extra fields to your membership forms. You might also decide to customize the profile form for your members by adding extra form fields. This post covers the basic settings available for the Form Builder addon. You will also learn how to add and customize the default form fields added.

Form Builder addon current version 4.8.0, checked on December 23, 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 Addon, if you have enabled Free Membership in the Settings you will need to create a new Free membership form.

Addons Needed:

WP Simple Membership Form Builder Plugin

Step 1 ) Install the Form Builder addon you downloaded from the URL above and activate it.

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 as illustrated in the image below to start creating new forms. You can also see the Form Shortcode addon activated in the image below.

wordpress-simple-membership-form-builder-menu

Step 3 ) The following image Form List allows you to manage the following option. It will also display any forms created, if any.

Form List General Settings

  • Load a Light Version of the Form Builder CSS
  • When forms are displayed, you can select and edit or delete the forms.
  • Click on Save Changes button when you have finished with the settings.

New Form

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: When you create a buy now PayPal button, it will display the form assigned to the same membership level as the PayPal button. The same applies fro subscriptions buttons.

wordpress-simple-membership-form-builder-create-new-form

Standard Form Fields

Step 5 ) The following image displays the Standard form fields you can use to create your form.

Standard Form Fields

  • First Name
  • Last Name
  • Gender
  • Company
  • Address
  • Phone
  • Profile Image

wordpress-simple-membership-form-builder-standard-fields-new

Custom Form Fields

Step 6 ) The following image Custom tab display the extra custom fields you can use to expand your form.

Custom Form Fields

  1. Text
  2. Checkbox
  3. Select
  4. Date
  5. URL
  6. Number
  7. Phone
  8. File Upload
  9. Textarea
  10. Radio
  11. Address
  12. Email
  13. Currency
  14. Time
  15. HTML
  16. Instructions
  17. Member ID = Note: This field can be added to the profile edit field (it shows the Member ID of the member.

wordpress-simple-membership-form-builder-custom-fields-new

Default Form Fields

Step 7 ) The following image displays the default standard fields added to your form when you click on New Form button as mentioned above. You can further customize the default form fields by adding more options to each field.

Below is list of standard form fields many use in a site, especially if it a free membership site. Of course you can choose to add some custom fields if you want.

Note: Default fields added by the plugin cannot be deleted.

Default Standard Form Fields

  • Form Name = Free registration.
  • Settings, Delete, Save button.
  • Confirmation
  • Notification
  • Fieldset
  • Verification
  • Please enter any two digits
  • Submit

wordpress-simple-membership-default-form-fields-settings

Text Fields Settings

Step 8 ) The following image displays the settings you can configure and set up for a Text field added to a form. I am only including some basic information.

Form Text Field Settings

  • Name
  • Description
  • Text
  • Validation
  • Required
  • Size
  • 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.

wordpress-simple-membership-form-builder-custom-text-field-settings

Confirmation Settings

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 9 ) The following image Settings -> Confirmation allows you to set up the following features after someone submits a form.

  • Text
  • Page
  • Redirect

wordpress-simple-membership-form-builder-settings-confirmation

Notification Settings

Step 10 ) Click on Settings -> Notification as illustrated in the image below to activate Send Confirmation Email to User. This is important if you want to notify the member about their subscription via an e-mail.

wordpress-simple-membership-form-builder-settings-notification

Form List

Step 11 ) 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.

If you want to use any of the forms created for Free registration because of a particular situation you can use the following addon Form Shortcode. (Remember, in your website your forms will have a different ID)

wordpress-simple-membership-form-builder-list

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)

FAQ

Q1 I am using the Form Builder addon together with Simple Membership. The checkbox for the Privacy Policy doesn’t show up in the frontend. It is activated in the backend but nothing happens. Should this problem already be fixed?

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
https://simple-membership-plugin.com/simple-membership-registration-form-shortcode-generator/

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

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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.

Enjoy.

Simple Membership Plugin Tutorial List:

I have been working in IT since 1999 and I enjoy the challenges it brings me. I love developing websites with WordPress. I spend a lot of time helping out in wordpress.org forums. I have been writing tutorials since 2011. Now I am learning how to manage my own VPS "Virtual Private Server.

  8 Responses to “WP Simple Membership Form Builder Plugin”

  1. Many thanks for this tutorial, it’s very clear.
    I purchased the Form Builder Add-On but I’ve a problem and I hope you can help me: submitting the form the membership level id isn’t saved into the db!
    I’ve two free levels. One is saved, the second isn’t. The value of the field is always zero and I can’t understand why if the first membership level is saved correctly.
    Last question: I would use the hook swpm_front_end_registration_complete_fb to check the value of a custom field, but the callback function receive only the member info and not the custom fields values. Do you know if there is a way to do this check?
    Thanks in advance

    • Hi Ferdinando Cecchini, because of the nature of your question it is best the developers reply to this. Please create a premium support ticket.

      Let me know what they say.

      Kind regards

  2. Hi! Thanks for the post, it cleared up some questions for me.

    However I have an issue that I cannot get past, and I only have the paid version for the form builder, not membership in general so I cannot contact their support.

    I’m building a form for member registration and I don’t need the “password” however I don’t have a delete option. How can I get rid of this field?

  3. How can I delete the “password” field from my form

  4. Hello, I built a new signup form with Form Builder Addon on simple membership.
    I put inside custom field like {your situation} and other
    i would like to display that custom fields in my page but i can’t find how…

    Do you have any idea ?

    thank

    • Hi, what do you mean by I would like to display that custom fields in my page? Are you talking about the profile form?

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