{
  "_template": {
    "slug": "membership-application-form",
    "name": "Membership Application and Renewal Form",
    "version": 1,
    "specVersion": 1,
    "source": "https://www.regform.com/form-templates/membership-application-form"
  },
  "form": {
    "title": "Membership Application and Renewal Form",
    "nav": {
      "mode": "linear",
      "backLabel": "Back",
      "nextLabel": "Next",
      "submitLabel": "Submit",
      "showProgress": true,
      "validatePerStep": true
    },
    "steps": [
      {
        "id": "step-lookup",
        "title": "Check Your Membership",
        "fields": [
          {
            "id": "f-lookup-intro",
            "key": "lookup_intro",
            "type": "text_block",
            "label": "",
            "required": false,
            "hidden": false,
            "options": [],
            "content": "<p>Enter the email address associated with your membership. If you are already a member we will recognise you and shorten the rest of this form.</p>"
          },
          {
            "id": "f-email",
            "key": "email",
            "type": "email",
            "label": "Email Address",
            "required": true,
            "hidden": false,
            "options": [],
            "description": "Checked against the current member roster.",
            "placeholder": "you@example.org",
            "editableAfterSubmit": true
          },
          {
            "id": "f-member-welcome",
            "key": "member_welcome",
            "type": "text_block",
            "label": "",
            "required": false,
            "hidden": true,
            "options": [],
            "content": "<p><strong>Welcome back.</strong> We have found your membership. You will see your renewal rate and we will skip the questions we already have answers to.</p>"
          },
          {
            "id": "f-new-welcome",
            "key": "new_welcome",
            "type": "text_block",
            "label": "",
            "required": false,
            "hidden": true,
            "options": [],
            "content": "<p><strong>Joining for the first time.</strong> We do not have this address on the member roster, so you will see our new member rates and a short application section. If you believe you are a current member, check whether you used a different address.</p>"
          }
        ]
      },
      {
        "id": "step-details",
        "title": "Your Details",
        "fields": [
          {
            "id": "f-first-name",
            "key": "first_name",
            "type": "text",
            "label": "First Name",
            "required": true,
            "hidden": false,
            "options": []
          },
          {
            "id": "f-last-name",
            "key": "last_name",
            "type": "text",
            "label": "Last Name",
            "required": true,
            "hidden": false,
            "options": []
          },
          {
            "id": "f-preferred-name",
            "key": "preferred_name",
            "type": "text",
            "label": "Preferred Name",
            "required": false,
            "hidden": false,
            "options": [],
            "description": "How you would like to be addressed in correspondence and on name badges.",
            "editableAfterSubmit": true
          },
          {
            "id": "f-credentials",
            "key": "credentials",
            "type": "text",
            "label": "Credentials or Post Nominals",
            "required": false,
            "hidden": false,
            "options": [],
            "placeholder": "PhD, CAE, PE"
          },
          {
            "id": "f-job-title",
            "key": "job_title",
            "type": "text",
            "label": "Job Title",
            "required": false,
            "hidden": false,
            "options": [],
            "editableAfterSubmit": true
          },
          {
            "id": "f-organization",
            "key": "organization",
            "type": "text",
            "label": "Organization",
            "required": true,
            "hidden": false,
            "options": [],
            "editableAfterSubmit": true
          },
          {
            "id": "f-phone",
            "key": "phone",
            "type": "phone",
            "label": "Phone",
            "required": false,
            "hidden": false,
            "options": [],
            "placeholder": "+1 555 0100",
            "editableAfterSubmit": true
          },
          {
            "id": "f-mailing-address",
            "key": "mailing_address",
            "type": "address",
            "label": "Mailing Address",
            "required": false,
            "hidden": false,
            "options": [],
            "description": "Used for chapter assignment and for anything we post to you.",
            "editableAfterSubmit": true
          }
        ]
      },
      {
        "id": "step-membership",
        "title": "Membership",
        "fields": [
          {
            "id": "f-membership_type",
            "key": "membership_type",
            "type": "item_select",
            "label": "Membership Type",
            "required": true,
            "hidden": false,
            "options": [],
            "description": "Rates you are not eligible for are hidden automatically.",
            "pricingMode": "single",
            "selectionMode": "single",
            "visibleItemIds": [
              "renew-individual",
              "renew-org",
              "join-individual",
              "join-student",
              "join-retired",
              "join-org"
            ]
          },
          {
            "id": "f-chapter",
            "key": "chapter",
            "type": "dropdown",
            "label": "Chapter",
            "required": false,
            "hidden": false,
            "options": [
              {
                "label": "Northeast",
                "value": "Northeast"
              },
              {
                "label": "Southeast",
                "value": "Southeast"
              },
              {
                "label": "Midwest",
                "value": "Midwest"
              },
              {
                "label": "Southwest",
                "value": "Southwest"
              },
              {
                "label": "West",
                "value": "West"
              },
              {
                "label": "International",
                "value": "International"
              }
            ],
            "multiple": false,
            "description": "Assigned from your mailing address if you leave this blank.",
            "editableAfterSubmit": true
          },
          {
            "id": "f-interest-groups",
            "key": "interest_groups",
            "type": "checkbox",
            "label": "Special Interest Groups",
            "required": false,
            "hidden": false,
            "options": [
              {
                "label": "Leadership and governance",
                "value": "Leadership and governance"
              },
              {
                "label": "Research and standards",
                "value": "Research and standards"
              },
              {
                "label": "Early career",
                "value": "Early career"
              },
              {
                "label": "Education and training",
                "value": "Education and training"
              },
              {
                "label": "Public policy",
                "value": "Public policy"
              }
            ],
            "description": "Included with membership. Choose as many as you like.",
            "editableAfterSubmit": true
          },
          {
            "id": "f-years-in-field",
            "key": "years_in_field",
            "type": "dropdown",
            "label": "Years in the Profession",
            "required": false,
            "hidden": false,
            "options": [
              {
                "label": "Less than 2",
                "value": "Less than 2"
              },
              {
                "label": "2 to 5",
                "value": "2 to 5"
              },
              {
                "label": "6 to 10",
                "value": "6 to 10"
              },
              {
                "label": "11 to 20",
                "value": "11 to 20"
              },
              {
                "label": "More than 20",
                "value": "More than 20"
              }
            ],
            "multiple": false
          }
        ]
      },
      {
        "id": "step-application",
        "title": "Application",
        "fields": [
          {
            "id": "f-application-intro",
            "key": "application_intro",
            "type": "text_block",
            "label": "",
            "required": false,
            "hidden": false,
            "options": [],
            "content": "<p>These questions are for new applicants. Renewing members skip this step entirely.</p>"
          },
          {
            "id": "f-employer-type",
            "key": "employer_type",
            "type": "dropdown",
            "label": "Employer Type",
            "required": false,
            "hidden": false,
            "options": [
              {
                "label": "Private company",
                "value": "Private company"
              },
              {
                "label": "Nonprofit",
                "value": "Nonprofit"
              },
              {
                "label": "Government",
                "value": "Government"
              },
              {
                "label": "Academic",
                "value": "Academic"
              },
              {
                "label": "Self employed",
                "value": "Self employed"
              },
              {
                "label": "Not currently employed",
                "value": "Not currently employed"
              }
            ],
            "multiple": false
          },
          {
            "id": "f-sponsor-member",
            "key": "sponsor_member",
            "type": "text",
            "label": "Sponsoring Member",
            "required": false,
            "hidden": false,
            "options": [],
            "description": "Optional. Leave blank if you do not know one."
          },
          {
            "id": "f-how-heard",
            "key": "how_heard",
            "type": "dropdown",
            "label": "How Did You Hear About Us",
            "required": false,
            "hidden": false,
            "options": [
              {
                "label": "A colleague",
                "value": "A colleague"
              },
              {
                "label": "A conference or event",
                "value": "A conference or event"
              },
              {
                "label": "Search",
                "value": "Search"
              },
              {
                "label": "Social media",
                "value": "Social media"
              },
              {
                "label": "Employer",
                "value": "Employer"
              },
              {
                "label": "Other",
                "value": "Other"
              }
            ],
            "multiple": false
          },
          {
            "id": "f-why-joining",
            "key": "why_joining",
            "type": "textarea",
            "label": "What Are You Hoping to Get from Membership",
            "required": false,
            "hidden": false,
            "options": [],
            "description": "A short paragraph is plenty.",
            "placeholder": "Optional"
          }
        ]
      },
      {
        "id": "step-directory",
        "title": "Directory and Communications",
        "fields": [
          {
            "id": "f-directory-optin",
            "key": "directory_optin",
            "type": "checkbox",
            "label": "List me in the member directory",
            "required": false,
            "hidden": false,
            "options": []
          },
          {
            "id": "f-directory-bio",
            "key": "directory_bio",
            "type": "textarea",
            "label": "Directory Biography",
            "required": false,
            "hidden": true,
            "options": [],
            "description": "Up to 60 words. Appears beside your name in the directory.",
            "editableAfterSubmit": true
          },
          {
            "id": "f-comms-prefs",
            "key": "comms_prefs",
            "type": "checkbox",
            "label": "Send Me",
            "required": false,
            "hidden": false,
            "options": [
              {
                "label": "The monthly newsletter",
                "value": "The monthly newsletter"
              },
              {
                "label": "Chapter announcements",
                "value": "Chapter announcements"
              },
              {
                "label": "Event invitations",
                "value": "Event invitations"
              },
              {
                "label": "Advocacy alerts",
                "value": "Advocacy alerts"
              }
            ],
            "editableAfterSubmit": true
          },
          {
            "id": "f-volunteer-interest",
            "key": "volunteer_interest",
            "type": "checkbox",
            "label": "I am interested in serving on a committee or volunteering",
            "required": false,
            "hidden": false,
            "options": []
          }
        ]
      },
      {
        "id": "step-agreement",
        "title": "Agreement",
        "fields": [
          {
            "id": "f-bylaws",
            "key": "bylaws",
            "type": "legal",
            "label": "Bylaws and Code of Conduct",
            "required": true,
            "hidden": false,
            "options": [],
            "legalMode": "text",
            "legalText": "<p>Replace this with your bylaws and code of conduct, or point this field at the documents you already publish. Cover the obligations of membership, the grounds for revocation, and how dues and refunds work.</p>",
            "agreementLabel": "I agree to the bylaws and code of conduct"
          },
          {
            "id": "f-auto-renew",
            "key": "auto_renew",
            "type": "checkbox",
            "label": "Remind me to renew automatically next year",
            "required": false,
            "hidden": false,
            "options": [],
            "description": "You will be reminded before any renewal charge."
          }
        ]
      }
    ],
    "cart": {
      "enabled": true,
      "currencyCode": "USD",
      "items": [
        {
          "id": "renew-individual",
          "name": "Individual Membership Renewal",
          "price": 295,
          "active": true,
          "description": "Renewal rate for current individual members."
        },
        {
          "id": "renew-org",
          "name": "Organizational Membership Renewal",
          "price": 1250,
          "active": true,
          "description": "Renewal rate for current organizational members."
        },
        {
          "id": "join-individual",
          "name": "Individual Membership",
          "price": 345,
          "active": true,
          "description": "First year rate for new individual members."
        },
        {
          "id": "join-student",
          "name": "Student Membership",
          "price": 75,
          "active": true,
          "description": "For full time students. Proof of enrolment may be requested."
        },
        {
          "id": "join-retired",
          "name": "Retired Membership",
          "price": 95,
          "active": true,
          "description": "For members who have retired from active practice."
        },
        {
          "id": "join-org",
          "name": "Organizational Membership",
          "price": 1450,
          "active": true,
          "description": "Covers one organization and its named representatives."
        }
      ],
      "fees": [],
      "holdMinutes": 15,
      "requireEmail": true,
      "paymentProviders": [
        "stripe"
      ],
      "promoStackingMode": "none",
      "buyerEmailFieldKey": "email"
    },
    "theme": "light",
    "editLinkTtl": {
      "unit": "days",
      "value": 365,
      "enabled": true
    },
    "cookieNotice": {
      "enabled": true,
      "privacyPolicyUrl": ""
    },
    "integrations": [
      {
        "key": "data_store",
        "enabled": true,
        "settings": {
          "localStores": [
            {
              "key": "current_members",
              "name": "Current Members",
              "values": []
            }
          ],
          "selectedOrgStoreKeys": []
        }
      },
      {
        "key": "stripe",
        "enabled": true,
        "settings": {
          "testCheckout": false,
          "paymentMethodTypes": [
            "card"
          ],
          "paymentMethodExtraFees": {
            "card": [],
            "us_bank_account": []
          }
        }
      },
      {
        "key": "invoice",
        "enabled": true,
        "settings": {
          "autoSendEmail": true,
          "includePaymentLinkInEmail": true
        }
      },
      {
        "key": "confirmation_email",
        "enabled": true,
        "settings": {
          "bodyHtml": "<p>Thank you. Your membership record and receipt are below. Your directory listing and contact details stay editable from the link in this email.</p>",
          "includeCalendarLinks": false,
          "includeSessionIcsFile": false,
          "includeEventCalendarLink": false
        }
      }
    ],
    "notifications": {
      "emailOwnerOnSubmission": true
    },
    "thankYouMessage": "Thank you. Your membership is recorded and a receipt is on its way. Your directory listing and contact details stay editable from the link in that email.",
    "showLanguageSelector": false
  },
  "rules": [
    {
      "id": "rule-member-recognised",
      "actions": [
        {
          "action": "show_field",
          "target": "member_welcome"
        },
        {
          "action": "hide_item",
          "target": "membership_type::join-individual"
        },
        {
          "action": "hide_item",
          "target": "membership_type::join-student"
        },
        {
          "action": "hide_item",
          "target": "membership_type::join-retired"
        },
        {
          "action": "hide_item",
          "target": "membership_type::join-org"
        }
      ],
      "conditions": [
        {
          "fact": "email",
          "value": "current_members",
          "operator": "inDataStore"
        }
      ],
      "logicType": "all",
      "description": "A recognised member sees renewal rates only",
      "evaluationMode": "immediate"
    },
    {
      "id": "rule-new-applicant",
      "actions": [
        {
          "action": "show_field",
          "target": "new_welcome"
        },
        {
          "action": "hide_item",
          "target": "membership_type::renew-individual"
        },
        {
          "action": "hide_item",
          "target": "membership_type::renew-org"
        }
      ],
      "conditions": [
        {
          "fact": "email",
          "value": "current_members",
          "operator": "notInDataStore"
        }
      ],
      "logicType": "all",
      "description": "Everyone else sees the new member rates only",
      "evaluationMode": "immediate"
    },
    {
      "id": "rule-skip-application",
      "actions": [
        {
          "action": "skip_step",
          "target": "step-application"
        }
      ],
      "conditions": [
        {
          "fact": "email",
          "value": "current_members",
          "operator": "inDataStore"
        }
      ],
      "logicType": "all",
      "description": "Renewing members skip the application questions",
      "evaluationMode": "next"
    },
    {
      "id": "rule-directory-bio",
      "actions": [
        {
          "action": "show_field",
          "target": "directory_bio"
        },
        {
          "action": "require_field",
          "target": "directory_bio"
        }
      ],
      "conditions": [
        {
          "fact": "directory_optin",
          "value": true,
          "operator": "equal"
        }
      ],
      "logicType": "all",
      "description": "Ask for a biography only from members who want a listing",
      "evaluationMode": "immediate"
    }
  ]
}