Collect the right information in the right context
Forms connected to your members
Create data-capture journeys for applications, consent, preferences, renewals, and operational workflows without maintaining separate form exports.
Make collected information immediately useful
Responses remain attached to the relevant person and workflow, giving authorised staff context without copying data between systems.
- Custom fields for your organisation’s data model
- Forms, signatures, agreements, and uploads
- Responses connected to the correct live record
Remove the friction around forms & custom data
- Form responses sitting in isolated spreadsheets
- Staff matching submissions to members by hand
- Important consent or eligibility data being hard to find
How it works with RemyPass
- Define the fields and evidence required for the journey
- Share the form at signup or with the relevant audience
- Use the submitted data directly from the connected record
What your team can achieve
- Cleaner, more complete records
- Less manual matching and re-entry
- Easier access to operational and consent data
Questions about forms & custom data
Can forms prefill information already held about a member?
Yes. Form fields can be mapped to supported standard and custom member fields so recognised members do not need to re-enter the same information.
Can we add conditional questions?
Yes. Fields can be shown according to an earlier dropdown or checkbox response, allowing one form to support different respondent journeys.
Can forms include agreements and signatures?
Yes. You can present terms, require the respondent to read them, capture acceptance and include a typed or drawn signature.
Can a form be required during checkout?
Yes. Forms can be incorporated into membership, event and donation journeys so the required information is collected before the workflow is completed.
Can members access forms after submitting them?
Yes. Selected forms can appear in the member portal, where members can view their status, open completed submissions and edit eligible responses.
What happens if a public submission is not linked to a member?
Staff can identify the unlinked submission and connect it to the correct member record later.
Can we download form responses?
Yes. Authorised staff can export submissions to Excel using form, status and date filters.
What is the difference between a form field and a custom member field?
A form field records an answer for a particular submission. A custom member field stores an organisation-specific attribute on the member’s ongoing profile. Forms can prefill supported fields from that profile.