Custom registration forms are one of the best ways to tailor your membership site to your specific needs. Whether you want a simple signup form or a detailed application process, Ultimate Member’s form builder makes it easy.
In this step-by-step tutorial, I’ll walk you through creating custom registration forms from scratch. We’ll cover everything from basic forms to advanced customization techniques. By the end, you’ll be able to create forms that perfectly match your site’s needs.
Planning Your Registration Form
Before you start building, plan what you need:
What Information Do You Need?
Think about what information is essential:
- Basic info (name, email, password)
- Contact details (phone, address)
- Professional info (job title, company)
- Interests or preferences
- Custom fields specific to your site
Every extra field reduces completion rates, so only ask for what you truly need.
Who Will Use This Form?
Consider your audience:
- Are they tech-savvy or beginners?
- Will they be on mobile devices?
- What’s their motivation to join?
Understanding your audience helps you design better forms.
Creating Your First Custom Form
Let’s create a custom registration form:
Step 1: Access the Form Builder
Go to Ultimate Member → Forms → Add New:
- Select “Registration” as the form type
- Give your form a descriptive name
- Click “Create Form”
You’ll now see the form builder interface.
Step 2: Add Essential Fields
Start with the basics:
- Username field (required)
- Email field (required)
- Password field (required)
These are typically included by default. If not, add them from the field panel.
Step 3: Add Additional Fields
Now add fields for the information you need:
- Drag fields from the right sidebar
- Drop them onto your form
- Configure each field’s settings
Add fields one at a time and configure them before moving on.
Configuring Field Settings
Each field needs proper configuration:
Basic Field Configuration
For each field, set:
- Label – Clear, descriptive label
- Placeholder – Helpful hint text
- Required – Whether field must be filled
- Visibility – Who can see this field
Good labels and placeholders guide users and improve completion rates.
Advanced Field Settings
For more control, configure:
- Validation rules
- Character limits
- Default values
- Conditional logic
Advanced settings help ensure data quality and create better user experiences.
Using Conditional Logic
Conditional logic makes forms dynamic:
When to Use Conditional Logic
Use conditional logic to:
- Show fields based on other selections
- Simplify forms by hiding irrelevant fields
- Create personalized form experiences
Setting Up Conditional Logic
To add conditional logic:
- Select the field you want to make conditional
- Open field settings
- Find “Conditional Logic” section
- Set condition (show/hide when another field equals value)
- Save your changes
Example: Show “Company Name” only if “Account Type” equals “Business”.
Organizing Your Form
Good organization improves user experience:
Logical Grouping
Group related fields together:
- Personal information first
- Contact details next
- Optional information last
Logical grouping makes forms easier to understand and complete.
Field Order
Order fields logically:
- Start with essential information
- Progress to optional details
- End with agreements or preferences
Good field order guides users through the form naturally.
Form Settings and Options
Configure overall form settings:
General Settings
Set form-wide options:
- Form title and description
- Submit button text
- Success message
- Redirect after registration
These settings control the overall form experience.
Role Assignment
Assign users to roles when they register:
- Set default role for this form
- Or assign based on form selections
Role assignment helps you organize members automatically.
Styling Your Form
Make your form match your site’s design:
Using Custom CSS
Add custom CSS in Ultimate Member → Settings → Appearance:
- Style form containers
- Customize field inputs
- Style buttons
- Adjust spacing and layout
Custom CSS lets you create forms that perfectly match your brand.
Testing Your Form
Always test before going live:
- Fill out the form completely
- Test all validation rules
- Check conditional logic
- Verify form submission
- Test on mobile devices
- Try different browsers
Thorough testing prevents issues after launch.
Advanced Techniques
Once comfortable with basics, try advanced techniques:
Multi-Step Forms
Break long forms into steps (requires customization or extensions).
Custom Field Types
Create custom field types using hooks and filters (requires PHP knowledge).
Form Hooks
Use Ultimate Member hooks to customize form behavior programmatically.
Best Practices
Tips for great registration forms:
- Keep it simple – Only ask for what you need
- Make it mobile-friendly – Test on phones
- Use clear labels – Help users understand
- Provide examples – Use placeholders
- Test thoroughly – Try every scenario
Next Steps
Now that you can create custom forms, consider:
- Creating multiple forms for different member types
- Adding conditional logic for better UX
- Customizing form styling
- Integrating with other features
Custom registration forms are powerful tools. Take time to plan and build them well, and you’ll create forms that convert visitors into engaged members.
