If your settings don't look like the ones below, check out this article
Yes, you can!
When setting up a Plan on web or mobile, you can add Screening Questions and Approval.
First, you will create a new Plan by going to Admin > Plans > Plan List and select the “+” icon.
To learn more about your first choices in setting up a plan, check out this article.
On the second page “Gates” is where you can add Screening Questions and Approval options.
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.
You can download the questions in the Plan Member Download list.
Further down the page, you will set up the pricing for the Plan (it can also be free!), whether it is a 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 checkout 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
Member Experience
You can decide where you want your plans to appear after you create them.
In the settings of any plan (Admin > Plan List > click on the plan), there is a Visibility & Sharing tab
Here are the choices of where your plans can appear:
Network Landing Page
Collection
Space/Network About Page
Network Landing Page
This plan will show on your landing page:
The member will select the Plan and click “Buy”
This 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.
Note: When a member is approved, they will receive an email notification. However, no reminder emails will be sent.
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.
Collection, Space/Network About Page
For this visibility options, members will see “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.
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 selecting the Plan. From there, select the members tab to see answers and requests to join.
Note:
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 receive 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.
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 on the Plan.
You have additional filtering options in this list. For more information, check out this article.
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 that their request to join has been declined.
If you choose "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 be displayed 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.