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Creating Custom Fields for Club Membership
To create an attribute for a club membership, first navigate to Developer section, then select Custom Fields tab.
- To create an attribute for a product, navigate to Developer > Custom Fields.
- Click the Club Membership tab from the options at the top of the screen and then click Add Club Membership Custom Fields.
- Select a Title for your attribute. For an example, "How did you hear about us?"
- Code is just a reference point for doing API calls. You do not need to change this, but you can if you'd like.
- Next select your Data Type. There are 11 different data types available.
Learn more about the Data Types here. - Decide whether or not you want your attribute to be a Required field. If it's required, it will need to be entered in order for the Club Membership to be saved.
- Finally you can set the Sort Order. The sort order determines the display order your Club Membership attributes will appear.
- Click Save Club Membership Custom Fields when you're finished building your attribute.
Test It Out
Click on Clubs > Memberships
Click on a Member and Choose the Custom Fields tab. You will see your Attribute there.
Before You Save, Choose Your Option Titles Wisely!
If you have chosen a 'text' Data Type such as 'Radio', 'Checkbox', or 'Select', make sure to carefully select your option title. Once saved, if you later edit the title, you will only be able to filter using the new title.
FAQ
- Oh no! I edited my Option Title after I'd already begun using the old Title. How can I report on Memberhips containing both the old and new option titles? Unfiltered Membership Exports contain both. You can download and sort on the applicable Custom Fields column.
- Can I re-order the Options after the fact? Yes! As long as the text matches, there are no issues with changing the display order.