View and edit the answers a member gave to your membership survey questions, and their address, from the member's Membership Details.
Applies to Enterprise
- A member’s survey responses are on their Membership Details, in a section named after your survey.
- Members can edit their own answers in My Pages until the answer lock-down date passes. After that, an admin changes them for the member.
- Lock-down dates for membership questions are set up by Uplifter. To set or change one, contact Uplifter Support.
- The address is a separate section on the same page, with its own Edit button.
- Changing the member’s category or division? That’s done in the purchase group, not the survey; see Update a member’s category or division.
Manage a member’s survey responses, the answers they gave to your membership questions, by viewing and editing them on the member’s Membership Details.
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Open the membership
On the Admin Dashboard, select Memberships → Individual Memberships, search for the member by name or member number and open their Membership Details.
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Find the survey
Scroll to the section named after your survey. It lists each question with the member’s answer.
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Change the answers
Update the answers you need to change.
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Save the changes
Select Submit at the end of the survey section.
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Record why
Optional, but it helps the next admin: add an admin note saying what you changed and why. See Add an admin note to a membership.
Update the member’s address
In the address section of Membership Details, select Edit, update the address and save. The change also updates the address on the member’s account. See Update a member or participant address.
Members can change their own answers before the lock-down date; see Edit your survey answers after registering.