Save Answers To Community Membership Questions Into Custom Fields
K
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
K
Keith Besherse
S
Shivani Gera
Merged in a post:
Membership question answers become a trigger for automations
W
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.
S
Shivani Gera
Merged in a post:
Auto Approval of Group Members based on Membership Questions or Requested Access Workflow Trigger
T
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.
S
Shivani Gera
Merged in a post:
Save Members Approval Questions
M
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.
K
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.
K
Keith Besherse
K
Keith Besherse
This is why we need to save membership answers and use them as filters for workflow triggers. We are asking the questions to get certain types of responses. We should be able to action on those responses. Nilasish Pal Prasoon Dadhich We don't use HighLevel because it looks pretty; we use it for the automations. Nice graphics and a smooth UI are bonuses.
K
Keith Besherse
This request is one tiny piece of being able to manage communities and courses as marketing funnels.
Here is another part:
K
Keith Besherse
K
Keith Besherse
Chase Buckner, Shivani Gera, Shivam HighLevel, :
Client Club, Kollab, branded domain. All the same.
We need the questions to be mandatory and we need to save the answers so we can use them for audience segmentation/offer.
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