Join Answers Land Straight on the Contact Record

Membership questions can now be linked directly to CRM custom fields. When someone answers a question while joining your community, the answer is written onto their contact record automatically, so nobody has to copy it across by hand.

How do I connect a question to a custom field?

You link the question to an existing custom field while you create it, inside Community Settings. From that point on, every answer to that question updates the field on the member's contact record.

1. Go to Community Settings > Membership Questions.
2. Click Add Question.
3. Open the Custom Fields tab.
4. Choose the CRM custom field you want the answer to fill.
5. Click Save.

Where do the answers show up?

Answers appear on the contact record under the custom field folder you picked, the same place any other custom field data sits. There is no separate list to check and no export step in between.

What can I do with the answers once they are there?

Because the answers become ordinary contact data, everything that already reads your contact records can use them. That means workflows, filters and segments work on join answers without any extra setup.

• Approve or route new members automatically based on what they answered.
• Segment your list by the answer and send the right follow-up.
• Keep one clean record per person instead of answers living in two places.

You will find this under Community Settings > Membership Questions, on the Custom Fields tab when adding a question.

This update was originally released in June 2026. Menu locations may have changed since.