Summary
Join It allows Organizations to customize their checkout forms by adding custom fields and storing this information within membership records. By adjusting the order of these fields, Organizations can streamline the sign-up experience and collect the most important information first.
Setting the Display Order for Custom Fields
There are two ways to control the order fields appear on the checkout page for a specific Membership Type: dragging custom fields into place, or activating fields in the order you want them.
Option 1: Drag and Drop Custom Fields
Once you have two or more custom fields active, you can drag them into the order you want. This option only works on Custom Fields currently.
To do this:
Access the Membership Type
Go to the Members tab, select Membership Types, then click the Membership Type you'd like to edit.Open Edit Fields
Click Edit Fields.Activate your custom fields
Toggle on Active for each custom field you'd like to include. Newly activated fields are added to the end of the Checkout Form Preview.Drag fields into order
In the Checkout Form Preview, click and hold the ⋮⋮ handle to the right of a custom field, then drag it up or down to where you'd like it to appear.Save Settings
Click Save Questions at the top of the page to apply your changes.
Screenshot Description - Showing the drag handle used to reorder custom fields in the Checkout Form Preview
Option 2: Activate Fields in Order
This option works for both standard fields (such as Gender, Date of Birth, or Address) and custom fields.
To do this:
Access the Membership Type
Go to the Members tab, select Membership Types, then click the Membership Type you'd like to edit.Open Edit Fields
Click Edit Fields.Disable Existing Fields
Begin by deactivating all fields you'd like to reorder.Activate Fields in Order
Turn on each field one at a time in the order you want them displayed. The first field you activate will appear first on the checkout form, followed by the next, and so on.Save Settings
Click Save Questions at the top of the page to apply your changes.
Frequently Asked Questions
Do I still need to turn custom fields off and on to reorder them?
Not for custom fields - once two or more are active, you can drag them into order in the Checkout Form Preview. Turning fields off and back on in order still works, and is how you set the order of standard fields like Gender, Date of Birth, or Address.
Why can't I drag my custom field?
Drag and drop only appears when two or more custom fields are active. If you have just one, it automatically appears after the standard fields.
Can I change the order of the Standard Fields, such as 'Email, First Name, Last Name'?
The order of those Standard fields cannot be changed currently. However, we do have this on our road-map, so you can "Upvote" this feature request to be tagged onto it and get notified when there's any progress made here.
How can I Make a Field Mandatory?
To make a field mandatory you'll want to toggle on the 'required' button along with the 'active' button. Be sure to click 'Save Questions' to save your selections!
Screenshot Description: Showing where to mark a field as 'required'
Can I reorder custom fields on donations?
Yes. Go to Finance > Donations and use the arrows next to each active custom field to set the order. Learn more in How to Collect Donations.