Tips and Tricks HQ Support Portal › Forums › WP eMember › Changing registation flow to fill out form first then pay
- This topic has 8 replies, 4 voices, and was last updated 10 years, 7 months ago by clearscopedesign.
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April 10, 2013 at 7:25 pm #8914MikeMaguire101Member
Right now on my site it is following membership registration flow scenario 1 listed on this page: http://www.tipsandtricks-hq.com/wordpress-membership/a-typical-member-registration-flow-96
I wanted to see if it was possible to have the user first fill out a registation form then pay with paypal. rather then them having to pay first then get the email with the register link. I dont want to have a free membership on my site. I want the flow to go similar to scenario 2, but without allowing the free membership.
The flow I want it to follow is
1. user arrives at the site
2. clicks join now
3. fills out registration form and submits
4. gets forwarded to a page with a paypal button
5. clicks and pays with paypal.
6. user gets forwarded back to site after paying and gets confirmation email.
Can this be achieved?
my site link is [http://www.theqii.org]
April 10, 2013 at 11:59 pm #55039wpCommerceModeratorGenerally, for a premium membership the plugin needs to know that the user actually paid the right amount for the level before it allows the user to create a premium membership account.
We achieve the following by allowing the user to sign up for a free membership:
I wanted to see if it was possible to have the user first fill out a registation form
Then after the user make the payment for the premium membership, his free account gets upgraded to the level he paid for.
Just because we refer to it as “Free Membership” doesn’t mean the user is actually getting anything for free. It simply means the user is allowed to create an account on your site. You can call this membership level whatever you want. For exmaple: you can call it “Basic Account”.
Basically, the users need to be able to create an account so when they make the payment later, the plugin knows which user paid and connect the payment to the appropriate user’s membership account.
The steps you outlined above is kind of how the 2nd scenario works. You will just need to customize the wording on your registration and join us pages to match it to what you need.
April 11, 2013 at 2:00 pm #55040MikeMaguire101MemberThanks, thats what I thought I had to do.
April 1, 2014 at 2:24 am #55041clearscopedesignParticipantWe are trying to get our membership registration flow working. It doesn’t really matter if they pay first or create the account first, so either Scenario 1 or 2 should work.
We’ve tried to get Scenario 2 working, but when you create a new account, the email you receive is the ‘Registration Complete’ email, not the ‘Prompt to Complete Registration’ email. Can you please tell us what we are doing wrong.
And then, I’m assuming that if we use this method, the person will then log-in to their free account, and we will have the redirect upon log-in for that membership level send them directly to the payment page? And once they pay, then their account will be upgraded to a regular/premium membership?
Also, is it possible to have things set so that even after they pay, their account is still ‘pending’ until we manually approve it?
Finally, if we were to go with Member Signup Scenario 1, whereby the person pays first and then receives the auto-email to complete their registration and choose their username and password, is it possible to require a more extensive form for them to fill out when creating the account (with more fields than just username/password, such as city, state, etc.)?
Thank you!
April 2, 2014 at 3:01 am #55042adminKeymasterGo with the scenario 1 for your setup. Yes, you can ask/collect more info on the registration form. Go to the pages/forms settings interface in eMember. Then check the extra fields that you want to show on the registration form. You can make some of those fields required too.
April 2, 2014 at 9:58 pm #55043clearscopedesignParticipantOk, thank you. So with Scenario 1, do we have any control over the email that is sent to prompt them to complete registration, after they’ve paid? Is it the default [wp_eMember_registration] form that they will be prompted to use, and if so, how will it know which type of membership to give them?
So far we have only offered memberships to folks with a complimentary first year, using forms with the membership level specified [wp_eMember_registration_form_for level=3] and having them create the accounts without paying.
Now that we are starting to open up memberships to other folks will pay from the start, we are trying to get all of this working.
Once they pay, do they complete registration on the page specified in the ‘Registration Page (Mandatory): field within eMember settings?
Thank you!
April 3, 2014 at 3:22 am #55044adminKeymasterYou can customize that “Prompt to complete registration” from the email settings interface.
Read the following link which will answer your other question:
Have you seen all the video tutorials?
April 9, 2014 at 7:57 am #55045clearscopedesignParticipantThank you, it works perfectly.
There is just one thing that we’d like to fix: the ‘Please choose your username and password below to complete the registration’ text that appears by default in the form, when accessed from the “unique” link in the email after purchase.
Since we have additional required fields in our form, this text is confusing because it indicates that only the username and password are required to complete the registration. Can we customize that text (without having to customize back end files)? If not, can you please place a class around that text so that we can hide it, and just provide our own custom instructions above the form? Also there is an unnecessary
tag that appears in the code above that text, which throws off the spacing of everything.Thank you!
April 9, 2014 at 7:58 am #55046clearscopedesignParticipantAm referring to a break tag in the last sentence above – looks like it actually created the tag
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