How to Create Member Categories, and Profile Question to Add Members to Category - Ning 3.0 - - plus screencast

How to Create Member Categories, and Profile Question to Add Members to Category - Ning 3.0
Follow these steps:
  • From your top left toolbar, click on the 3rd icon from left (Member Management).
  • Click on the bottom link: Member Categories.
  • Click on Add (bottom right).
  • Enter a Category Name.
  • Check the box next to: Create a submenu item on Member Page
  • Save.
  • After you create your Categories, go to your Member List page. You'll see the links to your new Categories.
Here's where it gets a little trickier. You need to add a Profile Question using Multiple Choice, and add your Categories to the new question as the choices.
  • Member Management/Profile Questions
  • Add new question. Choose Multiple Choice.
  • Add one category, then a comma.You have to know the category names.
  • However, once you add them, you can select which Categories to assign this member to - - see screen shot below:
  • After you enter a few Categories, you see a check box: "Assign Members to a Category based on their answer."
  • Make sure that box is checked.
  • Save your Profile Questions.
  • Now when someone joins, they select their Category, and are automatically added to the Member Category of their choice.
  • I would also suggest checking the boxes:
    • Required
    • Add to Advanced Search
    • Don't check "Can pick more than one".

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Thank you, Jen. Great tutorial!

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