Save Answers To Community Membership Questions Into Custom Fields
complete
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Klemen Struc
I'd like to save answers to Community Membership Questions into Custom Fields so that we can trigger workflows and use this data inside workflows (e.g. conditional logic, customized messages, etc)
Example
Membership Question: What's your current revenue?
Option 1: $0 (I'm just starting)
Option 2: $1k to 5k
Option 3: $5k to $10k
Option 4: $10k or more
Trigger: Group Access Granted
Conditional Logic inside the workflow
If {membership_question_current_revenue} is "$5k to $10k" or "$10k or more" --> Create/Update Opportunity (for Appointment Setter), send emails, texts, etc
Else -->
Log In
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Théo JUSTINE
Thank you for implementing membership answer filters and the Requested to Join Group workflow trigger. The remaining improvement we would like is a simple rule builder directly in GoKollab group settings, similar to Facebook group membership approval rules, so community admins do not need to build a separate CRM workflow.
Under Settings > Membership Questions / Member Approval, let admins enable "Automatically approve when answers match", choose accepted answers for selected questions, and combine conditions with ALL / ANY. Example: the applicant accepts the group rules and selects an allowed membership category -> approve the join request immediately.
Keep non-matching or incomplete answers pending for manual review rather than automatically rejecting them. Include a preview/test of the rules, a clear on/off switch and an activity log showing which rule approved the member. Changes should apply to new requests unless an admin explicitly chooses to process existing pending requests. For paid groups, answer-based rules must not bypass payment or existing access requirements.
The underlying workflow capability already exists; this request is to make it directly accessible and understandable inside GoKollab settings.
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Shivani Gera
updated the status to
complete
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Shivani Gera
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Keith Besherse
Shivani Gera, thank you for the changelog. Will the related requests be Completed too?
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Keith Besherse
Ideas Board Finds: membership questions and membership answers, https://youtu.be/6EmfImxWjjo
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Keith Besherse
YAY!
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Keith Besherse
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Shivani Gera
Merged in a post:
Membership question answers become a trigger for automations
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WNZ .
We would love to be able to use the membership question answers as triggers to be able to do things like auto add members to private channel etc.
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Shivani Gera
Merged in a post:
Auto Approval of Group Members based on Membership Questions or Requested Access Workflow Trigger
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Tim Wolf
It's not a great user experience currently to onboard someone into the membership. You are basically stuck between the options of using a form and then granting access and making the user go get an email login OR letting them signup directly and join but then waiting for an admin to approve them.
There should be an option to automate this so that a seamless user experience can be created. Could also work to trigger a magic link for the user out of the form to create sign in with a single click.
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Shivani Gera
Merged in a post:
Save Members Approval Questions
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Mical Johnson
Currently we have the ability to create questions for approval before allowing a new member into a group. However, when viewing the answers there is currently no way to save those answers to the contact record without retyping them. You can't even copy/paste because the answer field is greyed out. There also isn't a way to see the answers to the questions after you have approved the user.
I would love the ability to save the membership questions to the contact record so that I can review them later.
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Keith Besherse
Actually, I think the technically correct term is filter. The trigger should be member questions submitted/updated. The filter is which question and what answer.
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