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Can I Set Up Questions for My Members to Answer Before Purchasing?
Can I Set Up Questions for My Members to Answer Before Purchasing?
Updated over a week ago

Yes, you can!

When setting up a Plan on web or mobile, you can add Screening Questions and Approval.

You can add these questions and approvals to existing Plans by going to Admin > Plans > Plan List > clicking into the existing Plan and toggling to the Settings tab.

To create a new Plan with these options, go to Admin > Plans > Plan List and select the “+” icon.

From there, the first thing you'll be prompted to do is choose what’s included in the new Plan you're creating.

Plans can be either External or Internal.

  • External Plans are targeted to an audience of prospective members and include Network access. They will appear on your Network landing page.

  • Internal Plans include access to a Space or multiple Spaces and are available for existing members and prospective members. To learn more, check out this article.

After you decide what you would like to include in your Plan, you will fill in the name of the Plan, Sales Pitch, Benefits List and Description.

To learn more about these fields, you can check out How Do I Set Up Plans and Charge on Mighty Networks?

The next page “Gates” will show you the Screening Questions and Approval options.

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You can toggle each independently from the other, which means you can create a number of combinations:

  • Screening Questions only: The member would answer the questions and be allowed to purchase.

  • Approval only: The member would need approval in order to be allowed to purchase.

  • Screening Questions and Approval: The member would need to answer the questions and be approved in order to be allowed to purchase.

On the next page you can set up the Screening Questions.

  • You can create up to five custom questions that potential members can answer before they are allowed to purchase.

  • For each question you create, you can decide if it's required or optional.

  • Members will answer each question in a text field with a maximum of 500 characters.

    • Currently, the question format available is the long-form text field. Multiple choice questions are not an option at this time.

  • You will always need to have at least one required default question in place.

  • There isn't a way to turn off the required question, and there is no way to download the questions or export the questions at this time.

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Further down the page, you will set up the pricing for the Plan (it can also be free!), whether it is one-time payment, a subscription, which platforms you want the Plan to appear on and whether or not you want to add a Free Trial.

If you would like to set up a Plan with no payment gate that will skip the check out process, check out this article.

To learn about all of those options check out this article.

Next, you will select “Finish” and create the Plan. Make sure you toggle it to visible in the upper right corner so that members will be able to purchase it.

Here is a step by step tutorial on how to set up a Plan with these features

Screening Questions and Approvals on an External Plan

When visiting your landing page, prospective members will see the prompt to “Choose a Plan”.

The member will select the Plan and click “Subscribe” which will prompt the member to create an account.

Once they have entered their name, email, and password they will be prompted to add a profile photo.

Next, they will be taken to a screen to answer the Screening Questions.

After submitting their questions, they will be able to return to edit them if needed.

If Approval is also selected then they will see this screen:

Once they have been approved by a Network Host, they will receive an email notification letting them know that they have been approved and can “Confirm Payment”. When they return, they will see that their status has changed and they can click “Confirm Payment” to finalize their payment.

They will next see the purchase page for the Plan:

If only Screening Questions are enabled, after answering the questions, members will be taken directly to the purchase page for the Plan (see above).

If only Approval is enabled, then the member will see the Pending Approval screen after they have created their account and added their profile photo.

If a member is invited to the Mighty Network from the invite page, they will need to go through Screening Questions and Approvals if they are enabled.

Screening Questions and Approvals on an Internal Plan

Existing Member Experience

For existing members, they will see the Plan Landing Page where they can select “Choose Plan”.

Next, they will see the Screening Questions.

After submitting their answers, they will see the Approval screen.

After they are approved, then the member will be able to “Confirm Payment”.

They will then be taken to the payment screen.

If only Screening Questions are enabled, members will be taken directly to the purchase page for the Plan.

If only Approval is enabled, then the member will see the Pending Approval screen and will need to wait for approval.

If a member is invited to the Space, they will need to go through Screening Questions and Approvals if they are enabled.

Prospective Members

If you would like prospective members to see your Internal Plan, then you can share your Plan Landing Page link with them.

This link will show them the Plan where they can choose “Create Account”

This will take them through the flow of creating an account and joining your Mighty Network. If you have External Paid Plans and/or any gates on those Plans, then new members will need to go through those flows.

After a new member has joined your Mighty Network, they will then see the Plan Landing page and go through the flow of Screening Questions and/or Approvals for the Plan.

Managing Approvals and Answers

When a member is waiting for Approval to purchase a Plan, you will receive an email and in-app notification.

You can see individual member responses by going to Admin > Plans > Plan List and select the Plan. From there, select the members tab to see answers and requests to join.

Please note that Requests for Approval do not have an expiration date. These requests will remain in the queue indefinitely until you take action by either approving or denying them.

In the email, you will see the member’s responses for the Screening Questions and you can Approve or Decline from the email. Selecting “View All Requests to Join” will take you to the member tab in the Plan settings.

Note: Screening questions and the answers to a screening question are currently not downloadable in a Mighty Network.

Clicking the in-app notification will take you to the members tab in the Plan settings.

Below is the members tab in the Plan settings. You can also get to it by going to Admin > Plans > Plan List and clicking into the Plan.

You can filter the list below Last Active, Member Name and Date Created:

Additionally, you can filter by Status:

  • Pending - Approval

  • Pending - Answers

  • Free Trial

  • Active

  • Pending Move

  • Past Due

  • Canceled

There is also one more available filter:

  • Have Answers

  • No Answers

If you need to search for a particular name, you can click into the search icon at the top of the list.

Here are the different payment and invite statuses:

  • Pending Answers: appears when the member has not filled out the questions

  • Pending Payment: appears when the member has not paid yet or the Host has not approved the answers yet

  • Approve: this appears when a request is still waiting on Host action for a Plan with Approval only (Screening Questions not enabled)

  • Request Declined: this appears when a request has been declined by the Host

What Happens If a Member's Request to Join a Plan Is Declined?

If a prospective member's request to join a plan is declined, they'll receive an email notification.

This email includes a "See Status" button.

Checking Status: Clicking the "See Status" button will direct the prospective member to the plan's About Page.

At the top right of the page there's a "See Status" button; below the plan's title there's a "Membership Status" banner. Clicking either of these buttons shows the prospective member their request to join has been declined.

If you chose "I do not wish to answer", the member will see a simple "Request to Join Declined" message. If you chose one of the reasons bulleted below, your choice will display in the "Reason" field in the screenshot above.

  • The responses were insufficient.

  • The responses violated our community guidelines.

  • "Other" [Fill in the reason].

  • Next Steps: The member has the option to click "Close" to exit the status page or "Cancel" to withdraw their declined request. Withdrawing their request allows them to request to join the plan again, if desired.

Understanding Free Trial Activation with Screening Questions and Approval

If a member is awaiting approval to join a plan with a free trial, their trial period will commence only after the Host approves their request to join and the member subsequently confirms the purchase.

Updated November 2023

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