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    Collecting two members at once on form

    Asked by microfestivus on February 08, 2017 at 04:30 PM

    I am getting ready to have a membership drive, and I have a few questions. First - we offer household and individual memberships. I would like to collect the second members information (mostly just name and email) and ideally would like for it to pass both emails and names to our constant contact list, with some sort of notation that they are linked? 

    Secondly, I would like to be able to have the form prorate memberships automatically once a quarter. So if someone joined today, it would be 60, but in 3 months, 15, in 6, 30 etc. 

     

    Any ideas for me?

    Page URL:
    https://form.jotform.com/61336785001148

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    JotForm Support

    Answered by jonathan on February 08, 2017 at 05:08 PM

    We will resolve the first question on this thread.

     I would like to collect the second members information (mostly just name and email) and ideally would like for it to pass both emails and names to our constant contact list, with some sort of notation that they are linked? 

    You can just add another Full Name and Email field on your form (to have the 2nd member data). And then you can integrate your form to Constant Contact.

    User guide: https://www.jotform.com/help/386-How-to-Integrate-Form-with-Constant-Contact

    In the Constant Contact configuration screen, you can use the 2 member data in the field mapping process so that both data will be in Constant Contact.

    Let us know if need further assistance on this.

    ---

    We will resolve the 2nd question separately on another thread here 

    https://www.jotform.com/answers/1060953

     

  • Profile Image

    Answered by microfestivus on February 08, 2017 at 07:45 PM
    But when I go to do that, and I pull up the integration - it gives me the
    choice of Name ad email, which takes care of the first member. When I click
    "add field" the options inside the integration only give me the choice to
    add address, job, company, or phone...I need to be able to add an entirely
    separate member with different name and email...
    Thanks for your help -
    www.microfestivus.com
    www.squaresociety.org
    Center in the Square 5th Floor
    ...
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    JotForm Support

    Answered by ashwin_d on February 08, 2017 at 11:01 PM

    Hello microfestivus,

    Have you added the fields in your constant contact list? Please note that the filed you see under "Match your fields" in integration wizard is actually form your constant contact list. If you have not added the field in the list of your constant contact, it won't be listed.

    If you have added additional "Full name & email" field in your constant contact list but still not appearing in integration wizard, I would suggest you to please remove the integration and re-integrate it with you constant contact account.

    Hope this helps.

    Do get back to us if the issue persists.

    Thank you!

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    Answered by microfestivus on February 09, 2017 at 09:45 AM
    Still doesn't work - I added more fields on constant contacts end ( and I
    have a ton of custom fields there), and yet all that shows up is the
    selection that is in this picture....[image: Inline image 1]
    www.microfestivus.com
    www.squaresociety.org
    Center in the Square 5th Floor
    ...
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    JotForm Support

    Answered by AIDAN on February 09, 2017 at 11:29 AM

    Hi,

    Please note that the picture you tried to attach didn't go through. Could you please attach it again? Thank you in advance.

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    Answered by microfestivus on February 09, 2017 at 01:46 PM
    [image: Inline image 1]
    www.microfestivus.com
    www.squaresociety.org
    Center in the Square 5th Floor
    ...
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    JotForm Support

    Answered by david on February 09, 2017 at 03:11 PM

    Unfortunately, screenshots cannot be attached to email replies.  If you wouldn't mind attaching the screenshot directly to a forum post we will have a look.

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    JotForm Support

    Answered by david on February 09, 2017 at 03:12 PM
  • Profile Image

    Answered by microfestivus on February 09, 2017 at 05:21 PM

    See attached. 

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    JotForm Support

    Answered by david on February 09, 2017 at 06:39 PM

    As far as I know, it is only possible to add one person to the contact list per submission.  It is not currently possible to add a second set of fields for a second sign up in a single submission.