An intake form lets you collect information from your audience right when they access a product — no separate form tool needed, no external links. Everything happens inside MemberVault, and we recommend setting one up in every product you create.
Why use an intake form?
Intake questions give you real data about who signed up and what they need. When set up well, they can reach 70%+ completion rates — far higher than a standalone form sent after the fact. In our own What's Working Now: Grow Your Email List event, our intake completion email hit a 70.8% open rate and 29.6% click rate.
Step 1: Add a module and a lesson inside your product
Go to your product → Content → add a Module, then add a Lesson inside it.
Name the lesson the same as the module and MemberVault will automatically skip the module-level page and take members straight to the lesson — keeping the experience seamless.
Add your intake questions to this lesson using the quiz/question feature. Learn more about adding quiz questions to lessons here.
Step 2: Keep it short — 3 to 5 questions, and lean toward multiple choice
You want to know who showed up and what they need. That's it. More questions means lower completion.
We recommend making the majority of your questions multiple choice rather than open-ended. Multiple choice is faster to answer (higher completion rates) and gives you data you can actually tag, sort, and act on. Save open-ended questions for one or two moments where the nuance really matters.
A few examples with suggested answer options:
Why did you sign up / what most stood out to you?
The topic/content
A recommendation from someone I trust
I've been following [you/the host] for a while
The price or format
Other
How did you hear about [product name]?
Social media (Facebook, Instagram, Threads, etc.)
Email — someone shared it with me
A podcast or interview
Search / Google
A friend or colleague told me
I already knew about it / follow you
Where are you right now with [topic]?
Just starting out, still figuring things out
I have some things in place but want more consistency
I have a solid foundation and I'm ready to grow
What's your biggest challenge with [topic]?
Finding the time to do it
Knowing what to focus on
Getting people to actually see my stuff
Converting followers or subscribers into buyers
Other
What email platform are you using?
Kit
MailerLite
Mailchimp
Flodesk
ActiveCampaign
Other
I'm not using one yet
A note on open-ended questions: If you want qualitative feedback in people's own words, you can include one open-ended question.
We love using "Why did you sign up / what most stood out to you?" for this — the answers are gold for understanding what's actually driving people to say yes, and you'll hear phrasing you'd never think to put in a multiple choice list.
Place it last so it doesn't slow people down before they've answered the easier questions. One is plenty; the multiple choice answers will give you more actionable data overall.
Step 3: Set up an Action to reward completion
Instead of Engagement Points, use MemberVault's Actions feature to trigger what happens when someone completes the intake lesson.
When the trigger is "Completes Lesson" (your intake lesson), you can:
Add a tag that fires to your email platform — which triggers your reward email automatically
Show a Celebration message on screen (confetti!) that lets them know to check their inbox
The celebration message appears the moment they finish, so the experience feels immediate and rewarding — and it prompts them to go find the email you just triggered.
Step 4: Add the intake prompt to your sign-up confirmation
If someone signs up for your product directly through MemberVault (rather than an external landing page), they'll see a Sign Up Confirmation message. This is prime real estate — they just opted in, excitement is high, and they have instant access.
Add a direct link to your intake lesson here with a one-line prompt: something like "Next step? Complete the Start Here intake — it instantly unlocks [your reward]!"
This captures the "want to dive in" energy before it fades.
How to get your intake lesson link:
Inside your product, go to the lesson you created for your intake. Click the gear icon next to the lesson name and select Lesson Link from the options that appear.
You'll see two link options:
Lesson Link — a direct link to the lesson that works for new and existing members
One-Click Link — use this in your email platform, as it automatically logs people in using their email address
For the sign-up confirmation inside MemberVault, use the Lesson Link. If you're referencing the intake in a follow-up email sent through your email platform, use the One-Click Link so they land directly in the lesson without needing to log in separately.
Where to see your intake responses
Go to Activity → Quiz Answers in your MemberVault dashboard. You can filter by product, module, lesson, or individual question.
For multiple choice questions, you'll see a total count for each answer — so you can see at a glance what your audience selected.
You can also export your quiz answers and drop them into your AI tool of choice to have a conversation about the patterns you're seeing — where people are stuck, what they need, and what support or sales opportunities that opens up.
Tagging based on quiz answers
For multiple choice questions, you can set up Actions that tag people based on what they chose. MemberVault passes that tag to your email platform automatically.
This is powerful for both triggered follow-up emails and longer-term segmentation.
For example: we asked what email platform someone uses in our intake form for the What's Working Now event, and tagged them accordingly. That way we can send tailored onboarding emails specific to their tool — which means more relevant content and better results for them.
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Questions? Reach out to us at hello@membervault.co, within our Facebook group, The MV Collaborative, or via chat support within your admin account (not sure how to log in? look up your account here).