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Guest/Prospects Automatically Populate Membership Management 9 years 3 months ago #52928

  • shep1582
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Team, our guest/prospects can input his/her information on Contact Us on the website. However, is there anyway to have the information people input go directly/automatically into Prospects for Membership Management? If they attend our meetings we can move them to the Guest list or maybe member listing if they sign up on the spot from Prospects. :)

I have been searching for a few hours, but couldn't find anything on the subject. My apologies if I missed something obvious.

Thanks in advance and for the fantastic FTH support,
Steve Shepherd, VPE, WebAdmin

Greenwich Toastmasters
greenwich.toastmastersclubs.org/
Club #1372822
Steve Shepherd, CC
Webmaster Greenwich Toastmasters
greenwich.toastmastersclubs.org
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Guest/Prospects Automatically Populate Membership Management 9 years 3 months ago #52929

  • SteveTheTechie
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Yes, look at the bottom of the Contact Us Form tab in the Email and Contact Forms module.
Regards,

Steve James, DTM
FreeToastHost System Developer
Officer Emeritus, Mindful Communicators (Club 1966, District 52) A President's Distinguished Club for each of the last 10 years.

>>> Please put your club number in your forum profile. CLICK here to edit your profile.
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Guest/Prospects Automatically Populate Membership Management 9 years 3 months ago #52930

  • Pam
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The settings are at the bottom of the "Contact Us Form" tab under Email and Contact Forms

You can force the contact to be saved as a guest, prospect or friend, or else save them directly to a custom group.

More information is available in this document: support.toastmastersclubs.org/doc/item/email-and-contact-forms
Pam Holley, DTM
FreeToastHost Ambassador
Redlands Toastmasters Club, President 2024-2025 redlands.toastmastersclubs.org/
HOT, IPP 2024-2025 hot.toastmastersclubs.org
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Guest/Prospects Automatically Populate Membership Management 9 years 3 months ago #52931

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Ugh, sorry I missed this on my initial pass and review. Thanks to you both this works perfectly!

Steve Shepherd, VPE, WebAdmin
Greenwich Toastmasters
greenwich.toastmastersclubs.org/
Club #1372822
Steve Shepherd, CC
Webmaster Greenwich Toastmasters
greenwich.toastmastersclubs.org
The following user(s) said Thank You: SteveTheTechie, Pam
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