When someone joins your community, the questions they answer can now be saved directly to their contact record in your CRM. That means you can collect useful details during sign-up, keep customer information organized, and make faster decisions without copying answers by hand.

📌 Why This Matters

For small business owners, every customer detail matters. If you ask membership questions during sign-up, those answers can help you understand who joined, what they need, and how to follow up. By sending those responses straight into custom fields on the contact record, your team can keep records up to date, reduce manual work, and use that information inside your existing processes.

✨ What’s New

• Membership answers sync automatically: When a person joins your community and fills out membership questions, their responses are saved to the matching custom fields in their contact record.
• Cleaner contact records: Important onboarding details stay attached to the right person, so you can quickly view what they submitted later.
• Less manual data entry: Your business no longer needs to move answers over by hand after someone signs up.
• Better follow-up opportunities: The information collected during sign-up can help you organize contacts, personalize communication, and respond based on what people actually shared.

🛠️ How to Use It

1. Step 1: Open your community settings and go to Membership Questions.
2. Step 2: Click Add Question.
3. Step 3: Select the Custom Fields tab.
4. Step 4: Choose the contact field where you want that answer to be saved.
5. Step 5: Click Save.
6. Step 6: After someone joins and submits their answers, check their contact details to view the saved information under the selected custom field folder.

💡 Pro Tip

Use membership questions to collect buying intent, service needs, or location details so you can follow up faster and turn new members into paying customers more efficiently.