Adding / Editing Waiting List Forms
Member Splash provides the ability to automate your waiting list signup and membership offer processes. While we typically set up the waiting list form for clubs as part of their initial onboarding process we describe below how to add one to your site or edit your existing one.
Waitlist or Wait List? Actually It’s Waiting List!
Waitlist is a verb that means to put someone on a waiting list. Waitlist, or wait list, is a common but incorrect American shorthand for waiting list. So use Waitlist or Wait List as you like — neither one is right!
Adding a New Waiting List Form
If your club does not already have a waiting list form start by downloading this file and importing it to your site. You do that by going to Forms -> Import/Export and then clicking Import Forms. Select the file you just downloaded and hit the Import button.
Editing a Waiting List Form
Once the Waiting List Application form exists on your site (or Wait List / Waitlist Application — see above!) you can edit it by going to the Forms menu and hovering over the form name which will cause a list of editing options to appear below it.
The Waiting List Application Member Splash uses is designed to capture the minimum of information required to create a new account: The applicant’s name, address, email address and phone number. Club’s are welcome to capture / require as much additional info. as they choose but that information will only be captured in the form entry record, not the Member Splash account.
For example, if your club requires that prospective members be sponsored by a current member in good standing you might choose to require the sponsor’s name. That information will be accessible in the form entries but it will not be added to the pool account that is created.
The reason we currently only capture minimal account information is that for many of our client clubs the wait list is years long. Rather than collect information that may well be outdated if / when someone is offered membership we have them enter their current info. at the time the offer is made.
Each of the required fields is mapped to Member Splash account fields via the Advanced Tab on the field editor. Click on any form field and it will expand to show you the settings for that field:
If you click on the Advanced tab you’ll see options to control the Visibility of the field and to allow the field to be populated dynamically.
Member Splash uses the dynamic population option to assign names to the form fields. In the case of the name field we assign first_name and last_name. That is what allows the system to capture those fields and use them to create the billing contact for the new Member Splash account. Each of the required fields is assigned a specific name this way.
- First Name: first_name
- Last Name: last_name
- Street Address: street_address
- City: city
- State: state
- Zip / Postal Code: zip
- Email: user_email
You can optionally elect to capture home, cell and work phone numbers. Those are mapped to Member Splash separately, via the User Registration settings (explained below), as are the User Name and Password fields.