Set up your enrollment form
Stages, fields, branding, and preview for the member-facing enrollment page
- In the Texture dashboard, open Programs → Configuration.
- On the program's card, click the three-dot menu and select Configure lifecycle.
- The program opens to four tabs:
| Tab | Use it for |
|---|---|
| Program Details | Program-level settings: name, eligibility, terms, and so on. This is the default tab when you open a program. |
| Enrollment Flow | Define stages, the fields collected at each stage, and the transitions between them. |
| Enrollment Experience | Branding, field labels, and a live preview of what members see. |
| Flow Visualizer | A diagram of the enrollment flow, useful for checking sequencing. Only available after the program is saved for the first time. |
Enrollment Flow#
Map out your enrollment process before setting up stages: what steps does a member go through, what data do you need at each step, and what determines whether they end up enrolled or rejected? That structure becomes your stages and transitions.
Stages represent each point in the journey. You need at least one starting stage and at least one terminal stage. Create a terminal stage for each possible outcome, at minimum an enrolled state and a rejected or ineligible state if your program has one.
Fields are the data you collect at a stage. Two types are available:
- Built-in fields (Contact, Site, Device, Enrollment, Legal) write back to the member's real record in Texture; use these for identity, device, and consent data you want accessible across the platform.
- Custom fields (text, number, boolean, date, select) store data on the enrollment record only.
Mark a field Required if the member must complete it to progress. Incomplete required fields surface as blockers in the operator Enrollments view.
Transitions define valid paths between stages. A linear flow needs one transition per stage. For branching flows (for example, routing to an approval stage or directly to a rejection terminal), add multiple transitions with conditions.
Enrollment Experience#
On Enrollment Experience, control how the form looks and behaves for members, and verify it before you share the link. The left pane has two sub-panels, Brand & Header and Stages. Toggle between them to reach different settings.
Brand & Header#
| Setting | Effect |
|---|---|
| Brand color | Buttons and active states on the form. |
| Program logo | Optional image on the enrollment page. |
| Program name | Shown to members on the form. |
| Description | Rich text under the name. |
Stages#
Switch to Stages to control how each stage appears to members and to write the copy they see.
Each stage has a Display mode:
- Form: Members see and complete the fields. Use this for any stage where you need input.
- Info Message: Members see a status message instead of fields. Use this for waiting states (for example, "Your application is under review") or stages that require operator action before the member can proceed.
- Hidden: The stage is skipped entirely in the member-facing flow. Use this for internal routing or review stages that don't require member input.
To edit how a field appears to members, expand the stage and click the settings icon on the field. Customize the label to use language your members will recognize, and add a placeholder to guide their input. Field type and required status are set on Enrollment Flow and are read-only here.
Terminal stages have separate options: the display name and message members see when they reach that state, and an optional redirect button to send members to your website or program landing page after enrollment completes.
Preview#
Use the preview (desktop or mobile) to walk through the form as a member would. Check branding, stage copy, and field labels before you share the link.
Flow Visualizer#
The Flow Visualizer renders a read-only map of your enrollment flow: stages and the transitions between them. Use it to verify that your stage sequencing and branching paths are correct before you share the form. It is not available until the program has been saved at least once.
When the form is ready#
When the flow and experience look right, go to Programs → Configuration, copy the enrollment page URL from the program card, and share it with eligible members. See Launch enrollment.
To monitor progress or investigate members who are not advancing, use Understand your enrolled base to see each member’s current stage, Requirements, and Blocking status.