Better Impact

Go to: Configuration, then click on “Application Form Settings” found in the sidebar under Recruitment 

Customize the General Settings section:

- Approval: Check box if members require approval; automatically give the ‘Applicant’ status, instead of ‘Accepted’ status, once this application is completed 
- Send Email: Check box if you would like an email automatically sent to each new applicant following completion of the form 
 - New Member Email Message: enter your custom message in the text box 
- Required Fields: Check to display only required Contact Information fields (name, address, email and one phone number). 
 - Note: Contact Information fields, including which are required, cannot be changed or removed 
- Birthdate: Check to display and require applicants to enter a birthdate 
- Disable this application form: check to prevent applicants from using this application form 
 - Disabled Application Form Message: enter your message in the text box 
- Form Headers: Enter custom text that will display above the sections of the application form: 
 - Member Registration form Header 
 - Custom Fields/Additional Information: Enter the text that will display above the Custom Fields/Additional Information section of the registration form 
- Registration Complete Message: 
 - Optional: customize the default message that displays when a member has completed the registration form

Click the [Save] button at the top of the page and continue to “Policy Settings” 

Customize the Policy Settings section:

- Policy Acceptance: Check to require members to accept your policies as the first step in completing the application form 
- Display Policy: Check box if you would like these member policies displayed at the top of the user registration page (and enter text in the “Member Policy Text” field) 
- Policy Title: Enter a new label if desired (default: “Organization Policies”) 
- Policy Acceptance Checkbox Label: Enter a new label, if desired (default: “I agree with the organization’s policies”) 
- Policy Button Text: Enter new text, if desired (default: “View Policy”) 
- Enter policy information into text box 
- Click the [Save] button

- Custom Field Form Header: If desired, enter custom text that will display above this section on the application form 
- View Custom Fields that are set to display on this application form 
 - To edit, click on the [Modify Custom Fields] button 
 - Check the boxes to the left of each Custom Field you would like to change 
 - Scroll to the bottom, and click on the dropdown menu 
 - Select an option and confirm the change by clicking the button at the bottom right of the dialogue box 
- Click the [Save] button

1. Go to: Configuration, then click on “Application Form Settings” found in the sidebar under Recruitment 
 
2. Customize the General Settings section: 
 - Approval: Check box if members require approval; automatically give the ‘Applicant’ status, instead of ‘Accepted’ status, once this application is completed 
 - Send Email: Check box if you would like an email automatically sent to each new applicant following completion of the form 
 - New Member Email Message: enter your custom message in the text box 
 - Required Fields: Check to display only required Contact Information fields (name, address, email and one phone number). 
 - Note: Contact Information fields, including which are required, cannot be changed or removed 
 - Birthdate: Check to display and require applicants to enter a birthdate 
 - Disable this application form: check to prevent applicants from using this application form 
 - Disabled Application Form Message: enter your message in the text box 
 - Form Headers: Enter custom text that will display above the sections of the application form: 
 - Member Registration form Header 
 - Custom Fields/Additional Information: Enter the text that will display above the Custom Fields/Additional Information section of the registration form 
 - Registration Complete Message: 
 - Optional: customize the default message that displays when a member has completed the registration form 
 
3. Click the [Save] button at the top of the page and continue to “Policy Settings” 
 
4. Customize the Policy Settings section: 
 - Policy Acceptance: Check to require members to accept your policies as the first step in completing the application form 
 - Display Policy: Check box if you would like these member policies displayed at the top of the user registration page (and enter text in the “Member Policy Text” field) 
 - Policy Title: Enter a new label if desired (default: “Organization Policies”) 
 - Policy Acceptance Checkbox Label: Enter a new label, if desired (default: “I agree with the organization’s policies”) 
 - Policy Button Text: Enter new text, if desired (default: “View Policy”) 
 - Enter policy information into text box 
 - Click the [Save] button 
 
5. Custom Fields: 
 - Custom Field Form Header: If desired, enter custom text that will display above this section on the application form 
 - View Custom Fields that are set to display on this application form 
 - To edit, click on the [Modify Custom Fields] button 
 - Check the boxes to the left of each Custom Field you would like to change 
 - Scroll to the bottom, and click on the dropdown menu 
 - Select an option and confirm the change by clicking the button at the bottom right of the dialogue box 
 - Click the [Save] button

Tip: Click on the [Interactive Sample Form] button of your application forms to see the preview. You do not need to fill anything in when you go through the sample form. Note: Your banner graphic will appear at the top of the page when members apply but it does not show up here.

Note: You can click on the [Generate Link] button at the top right of screen, to access the link and QR code for your live application form.