How Membership Fields Work

How Membership Fields Work

What Are Membership Fields?

Membership Fields allow you to collect and store rich customer information for memberships. This data can be gathered when a customer purchases a membership or after they have purchased through their digital membership card.

Membership Fields can be useful for referrals, shipping addresses, t-shirt sizes, etc. Whatever info you need for your customers membership can be collected with Membership Fields.

User Experience

The Membership Fields you set up will become part of the purchase or sign up process.

After the membership is purchased your customers can update their information through their digital membership card. 

Setting Up Membership Fields

  1. Log into the TapWyse Manager.
  2. From the Quick Start Page, click Customer Dashboard.
  3. A new tab will open up. On the next page, click Memberships.
  4. From the list of your Memberships, click on the Membership you'd like to modify. 
  5. From the Membership Details, click on the Fields  tab.
  6. Here you can configure the customer data you collect for this specific Membership.

Sections

A section is a logical group of Fields. Sections with at least one visible field will appear in your app and manager.
  1. To CREATE a section simply click Create Section and enter a name and optional description. 
  2. To EDIT a section simply click Edit on the section you would like to change.
  3. Drag and drop sections to ORDER them.
  4. To DELETE a section you must first remove all fields from that section.

Creating a Membership Field

The following fields types can be collected as part of your customer data:
  1. Single line: A one-line text box.
  2. Multi-line: A larger text box for multiple lines.
  3. Email: Requires a valid email format.
  4. Checkbox: Yes/No (true/false).
  5. Number: Must be a whole number.
  6. Decimal: Supports decimal numbers.
  7. Date: A date picker (without a time element).
  8. Pick List: A dropdown where customers can select one option.
To CREATE a membership field, navigate to the desired section and click Create Field.  A popup will appear, asking for the following details: 
  1. Name, this is the field name visible to your customers (e.g., "First Name" or "Who told you about our app?").
  2. Description, helps customers understand the purpose of the field. 
  3. Field Type, select the best field type for the data you would like to collect.
  4. Required, by default new fields are optional. To make a field required, use the following settings:
  5. Click Save to add the field.

Advanced Field Settings

You can control precisely how your Membership Fields behave both in your app and your manager with the advanced field settings. Below is the description of each setting and what it does.
  1. How customers see the field in the app:
    1. Creating an Account:
      1. Is the field Visible? (Can the customer see it?)
      2. Is the field Required? (Must they fill it out?)
    2. Editing Customer Profile: 
      1. Is the field Visible? (Can they see it?)
      2. Is the field Editable? (Can they change it?)
      3. Is the field Required? (Must they fill it out?)
  2. How you see the field in the manager:
    1. When Creating a Customer:
      1. Is the field Visible? (Can you see it?)
      2. Is the field Required? (Must you fill it out?)
    2. When Editing a Customer:
      1. Is the field Visible? (Can you see it?)
      2. Is the field Editable? (Can you change it?)
      3. Is the field Required? (Must you fill it out?)

Editing and Moving Membership Fields

You can drag and drop a fields within a section to set the ORDER. Click on the Pencil to EDIT or move the field between sections.
  1. Edit the desired information or 'move' the field to another section. 
  2. Click Save to update the field.

Deleting Membership Fields

Warning
IMPORTANT: Deleting the field will permanently erase all associated data. This action CANNOT be undone, and we CANNOT restore lost data. If you no longer need a field but want to retain the data:
  1. Disable visibility instead of deleting it.
  2. Move the field to a dedicated section (e.g., "Archived Fields" or "Unused Fields") for safekeeping
Here are the steps to DELETE a membership field.
  1. Navigate to the field you would like to delete.
  2. Click on the trash can and confirm that you want to delete the field.

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