It is possible to assign custom forms to specific membership levels. 


This allows you to have a custom contact details form for a business listing and a different contact details form for general website users.


Benefits


  • Easily create custom forms to assign to a specific membership level
  • Offers dynamic user experience based on membership level
  • Allows for a true “General User” experience


Step 1 - How to create a custom form



Navigate to Toolbox Form Manager




Choose a form and click “Actions” and "Customize" on default form:





The system will automatically carry over all the settings from the original source and will assign a new nickname and a variable name (feel free to edit these names). After the edits, click “Save Changes”





Important Note #1: "Form Variable Name" must be all lowercase, no spaces and special characters allowed.


Important Note #1: Wording "Listing" needs to be available on Form Nickname for it to appear under available forms to use later on under Membership Level settings


Important Note #3: For this example, I renamed my custom form to “Listing - Contact Details - Master”




Step 2 - How to assign a custom form to a specific membership level


Now that we created our custom form, we can assign this to the membership level we prefer.


Navigate to FinanceManage Products






Choose a membership level and click on “Edit





Navigate to the “Profile” tab





Now you can replace your default form with the custom one that we created!