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How To Build and Customize Your Member Application Form

A walkthrough of the application form editor: form design (featured image, accent color, title, description), built-in account fields, custom questions and elements, success page customization, and routing the form to a program.

Written by Shelby Baldwin

The application form is what you use to collect new applicants for your program. Once people fill out a form, you review their applications and approve them into a program in your account. This article walks through how to build and customize a form using the editor.

Where to build your form

Go to Recruit > Application Form in the left side menu. Buzzbassador supports multiple forms (subject to plan limits). To create a new form, click Add Form in the Inactive Forms section. To edit an existing form, click Edit on its row in either the Active or Inactive Forms list.

[ SCREENSHOT: Application Form page with Add Form button highlighted ]

[ LINK: How To Create Multiple Application Forms and Route Them to Programs ]

Step 1: Customize the Form Design

In the Form Design section of the editor, you can configure:

  • Featured image: upload from your files or drag and drop. Recommended dimensions are 460px x 550px. Your image may be scaled depending on your website's layout and the length of the form, so choose an image that looks good even if part is cropped (avoid images with text or logos).

  • Accent color: enter a HEX color code, or click the color block to pick a custom color.

  • Form Title: the header that appears at the top of every page of the form (except the Success page).

  • Form Description: the subheading that appears below the Form Title on every page of the form (except the Success page).

Both the Form Title and Form Description are visible to applicants, so make them welcoming and on-brand.

[ SCREENSHOT: Form Design section in the editor ]

Step 2: Set the Route To program

In the top right of the form editor, click the Route To selector and choose which program this form should route applicants to. When applicants submit this form, they will be assigned to the selected program upon approval.

If you do not change this setting, the form routes to your default program. Every form routes somewhere.

[ SCREENSHOT: Route To selector in the form editor ]

[ LINK: How To Create Multiple Application Forms and Route Them to Programs ]

Step 3: Add and customize form questions

The Form Questions section is where you configure the fields applicants fill in. Every form has a built-in Account Section plus an optional Profile Section, and you can add your own custom questions on top of those.

Account Section (built-in, required)

The Account Section contains the fields Buzzbassador needs to create the member's account on approval. These fields cannot be edited or removed:

  • First name and last name

  • Email address: used to create the member's Buzzbassador account.

  • PayPal email: required on the form, but applicants can enter "N/A" if they do not have a PayPal. Used for the PayPal Payouts integration if you set it up.

  • Preferred referral code: applicants type their preferred referral code. This field is always required to fill in, regardless of the routed program's settings. The behavior of the entered code depends on the routed program: if the routed program has referral codes enabled, the typed code is created in Shopify on approval. If the routed program has referral codes disabled, the typed code is saved in the member's profile for future use, and becomes active in Shopify if you later turn referral codes on for that program.

[ LINK: Why the Referral Code Field is Always Included on Application Forms ]

[ SCREENSHOT: Account Section of the form editor ]

Profile Section (optional, pre-built questions)

The Profile Section contains pre-built optional questions you can include or exclude:

  • Phone number

  • Birthday

  • Mailing address

  • Instagram, TikTok, YouTube, Twitter, and Facebook handles

These questions populate other parts of the app (for example, social handles power your social listening features), so we recommend keeping them on.

To exclude any of them, uncheck the box next to the question in the editor.

Important note: If the profile questions are enabled, they will be required by default.

[ SCREENSHOT: Profile Section with toggle checkboxes ]

Custom questions and elements (optional)

Add your own questions or text by dragging elements from the right side of the editor into the form. Custom elements appear on the Survey page of the live form. Available element types:

  • Short text and long text: free-text response fields.

  • Number: numeric-only response field.

  • Date: date picker.

  • Checkbox Group: applicants select one or more options.

  • Radio Group: applicants select exactly one option.

  • Select: applicants select exactly one option from a dropdown.

  • Header and Paragraph: text-only elements (no input). Use these for section headers or context between questions.

To configure an element, hover over it and click the edit icon. In the element editor:

  • Label: the question text or header text shown to applicants.

  • Required: toggle on to require an answer before the form can be submitted.

  • Help text: optional supporting text shown under the field.

  • Options (for Checkbox Group, Radio Group, and Select): the choices applicants pick from. The left field is what applicants see; the right field is what you see in completed applications. Keeping both the same is usually easiest.

Important note: Make sure you fill in the right side options for checkbox group, radio group, and select questions. We recommend copying the option from the left side over to the right side. if you leave the right side option blank, you won't be able to see on your end what option someone selected.

[ SCREENSHOT: Element editor with Label, Required, Help text, and Options visible ]

Step 4: Customize the Success page

After submitting the form, applicants see a Success page. Customize the Header Title and Description for this page in the Success Page section of the editor.

The Success page is the furthest an applicant can go without being approved. We recommend using it to set expectations: let them know they will receive an email about their application status and how to reach you if they have questions.

[ SCREENSHOT: Success Page section of the editor ]

Step 5: Save and publish

Click Save Changes at the top right of the editor to save your work. New forms start in the Inactive Forms section as drafts and are not yet live. To make the form live, publish it from the Inactive Forms section to move it into Active Forms.

[ LINK: How To Test Your Application Form ]

Notes:

  • The "Powered by Buzzbassador" branding can be removed by upgrading your subscription to the Build plan or higher.

  • Once a form is published, its URL appears in the form's row in the Active Forms list and can be copied to share or embed.

  • Forms load inside an iframe within your Shopify store.

  • Each form has its own URL, so if you run multiple forms you can share different ones in different channels and track which form an applicant came from.

[ LINK: How to integrate your application form with your Shopify website ]

[ LINK: How can I remove the "Powered by Buzzbassador" branding ]

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