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Enhanced onboarding approval

Feature RequestsAdmin + Platform Customization

Could you please introduce a feature that allows administrators to use onboarding questions as a filter and approve or reject membership requests after potential members fill out a form? Currently, we use a separate form to screen those who join the community, creating unnecessary friction with two forms. This feature or something similar would be is super important for us because it streamlines the onboarding process and enables us to approve members based on the information provided. By incorporating onboarding questions as a screening filter, we can ensure that only suitable members are approved, enhancing the quality and integrity of our community.

Posted by Claudia Marras ·
2 comments

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Comments2

  • Kevin Aventura

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    Jul 4, 2024

    Yes, same here. Having to use a triaging external form is just creating a poor user experience. I'm sure this could be easily integrated, replicating how people can manage communities on facebook or skool.

  • Alison Baldyga

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    Jun 19, 2024

    I love this! Currently I use a form in Active Campaign (our email marketing provider) to do this, but it would be much easier to do it in one place - perhaps a two step setup> 1. apply to join a community 2. once approved, then they go through the steps that are currently active (billing info, etc.).