Qualifying Questions Page
This page allows organizations to collect information on potential members and applicants so that they are directed to the appropriate Membership tier or Membership Type by asking qualifying questions from a previously created form during the application process.
Creating a Qualifying Questions Page:
From the Join Process Builder landing page, either create a new step or edit an existing step.
To create a new step, Select the Qualifying Questions option from the Step Types drop down to open the Qualifying Questions Step page.
Enter a Page Title in the corresponding field.
In the Instructions text box, Type Instructions as desired.
From the Select Existing Form section, in the Form drop down menu, Select a previously created Form. See the Creating a Form page for more information on creating forms.
Select your Next Step Lookup for the page you would like to have follow your Qualifying Questions Page.
When selecting a page in the drop down, pages with dashes surrounding the Page Title (i.e. --"Page"--) are referencing default Pages that have not yet been configured. Pre-configured pages will display in the list without the dashes.
Click the Proceed to Next Step button OR Save and Return to Process Builder.