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eMember – Upgrading Membership with custom fields addon plugin

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Tips and Tricks HQ Support Portal › Forums › WP eMember › eMember – Upgrading Membership with custom fields addon plugin

Tagged: form builder, wp membership

  • This topic has 16 replies, 2 voices, and was last updated 10 years, 11 months ago by admin.
Viewing 15 posts - 1 through 15 (of 17 total)
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  • Author
    Posts
  • May 14, 2014 at 12:53 pm #10829
    adamboustead123
    Member

    Hiya,

    Could you help me with something;

    I’ve setup a membership site with 4 membership levels;

    ​Registration (​User has to sign up to this first)

    Access

    Club – £198 per year (Paypal)

    Crown Club – £200 per year (Paypal)

    I have used the form builder add on to create a custom form for ‘Registration Only’ & then a generic form (which has more fields and information for the user to fill in) for ‘Access’, ‘Club’, & ‘Crown Club’

    My question is, how can i set the site up so that once a user registers for ‘Registration’ & then chooses to buy ‘Club Membership’ they do not have to recreate a new account (Username etc) when they fill in the extra information for ‘Club Membership’.

    Thanks

    May 15, 2014 at 12:28 am #62960
    admin
    Keymaster

    Users should never need to re-create their membership account. Lets try to find out where the setup is going wrong.

    When your users are making a payment for the other membership, are you forcing them to be logged into the site? Otherwise the plugin won’t know that this user has an existing account.

    The following paid membership upgrade documentation is a good read for you:

    http://www.tipsandtricks-hq.com/wordpress-membership/how-to-create-payment-buttons-for-membership-upgrade-189

    May 15, 2014 at 8:57 am #62961
    adamboustead123
    Member

    Hi, the way it is setup, because the client wanted it, is that the user has to register before they pay.

    At the moment it works like this;

    1) User visits site and HAS to sign up for Registration Membership (free)

    2) after registration membership is assigned user can them access the ‘Join us’ page which contains 3 links to Access, Club & Crown Club membership.

    3) These links go straight to the membership forms for each membership. after registration for the new membership (which at the moment try’s to make the user create a new account for some reason, even though the user has a ‘registration’ membership level.)

    4) After user has submitted registration form it redirects them to a page I’ve setup which uses conditional short codes to tell which membership the user has and display the appropriate payment button.

    Hope that makes sense

    May 15, 2014 at 10:10 am #62962
    adamboustead123
    Member

    PS – The ‘Access’ , ‘Club’ & ‘Crown Club’ memberships all have a custom form that is *different* from the form used on the ‘Registration Membership Level.

    When they sign up for Access, Club Or Crown Club they have to fill out more information than when they sign up for the Registration Membership Level.

    May 16, 2014 at 6:48 am #62963
    admin
    Keymaster

    You have to 2 levels of registration going… please modify your registration flow like the following:

    1) User visits site and HAS to sign up for Registration Membership (free)

    2) After that, the user goes to the “Join Us/Payment” page. You have 3 payment buttons on this page for those 3 membership levels you have (the page will be protected for “free” level so they are forced to be logged in to interact with the button).

    3) The user clicks on a button and makes the payment. Their level gets upgraded to the appropriate level they paid for in the background.

    4) The user gets sent to a “Thank you” page where you explain them to go to the “Edit Profile” page and fill out all the extra data/info.

    So essentially, you are collecting custom data/info but you are doing it via the “edit profile” area rather than the registration form.

    Let me know if that works for you.

    May 16, 2014 at 11:06 am #62964
    adamboustead123
    Member

    Thanks, but this will not work – My client wants the user to submit the required information before they pay.

    Is there noway to pull the existing data (username & password & e-mail) from when they sign up for ‘Registration’ membership & insert this into the username, e-mail, & password fields on the ‘Access’, ‘Club’ & ‘Crown Club’ registration form?

    It’s then more of an updated profile.

    May 16, 2014 at 11:49 pm #62965
    admin
    Keymaster

    In that case just remove you step 1 from your original work flow. Why are you having them “register free” then “register again”? A user ONLY need to register once. So do the following:

    Send them to a page which contains 3 links to Access, Club & Crown Club membership registration forms. The user clicks one of the links and fills in the form to create the account (at the same time they are filling in all the details required for that level).

    Next, they log into the site and make a payment.

    May 19, 2014 at 9:17 am #62966
    adamboustead123
    Member

    The ‘registration’ membership is suppose to be quick and simple, & does not require the extra fields that the Access, Club & Crown Club membership requires.

    May 19, 2014 at 11:53 pm #62967
    admin
    Keymaster

    You have one page with a form telling them to fill it then you have another page with another form with more fields and telling them to fill it. Is that quicker or having JUST ONE form and telling them to fill it is quicker? I think after you try my suggestion, you will see that the registration process works smoothly and is quicker for the user.

    May 20, 2014 at 7:38 pm #62968
    adamboustead123
    Member

    What i’ve done is this (tell me what you think)….

    User visits site and registers for free ‘Registration’ membership which consists of a short form (not the form used on Access, Club & Crown Club membership).

    After registration they are redirect to a page called ‘redirect’ which contains a thank you message depending on what membership they’ve signed up for ( page contains conditional shortcodes )

    Now they are able to view the ‘Join Us’ page, they can see 3 buttons; Access (FREE But requires more information) , Club (£198) & Crown Club (£200).

    If they click the join now button underneath ‘Access’ membership button they are redirected to a page called ‘Access Redirect’ – It contains this text

    “Please click the upgrade button below to upgrade to Access Membership

    After the page has refreshed, you will need to fill out the additional required information in order for your account to become active (then an upgrade membership)”

    *On this page there is also an [wp_eMember_edit_profile] contained in a conditional shortcode without an error message so that it is only shown to Access members.*

    What i’m trying to do now is to work out a way to make the page ‘double refresh’ so that the edit profile box comes up.

    I know it’s complicated, but what the client wants the client gets :-)

    May 21, 2014 at 12:12 am #62969
    admin
    Keymaster

    Yeah that looks fine to me. I understand what you are saying about the client wanting it.

    May 21, 2014 at 1:39 pm #62970
    adamboustead123
    Member

    Do you know of anyway to make the page auto refresh after the user had pressed the upgrade button.

    I can’t seem to do it.

    May 21, 2014 at 3:50 pm #62971
    adamboustead123
    Member

    Also, is there anyway to put a placeholder on the ‘verify password’ field using jquery or any other method?

    May 22, 2014 at 12:59 am #62972
    admin
    Keymaster

    When you click the “Upgrade” button, it should refresh the page (just like what happens when you click a button). What happens when you click the upgrade button?

    What you mean by a placeholder on the “Verify password” field?

    May 22, 2014 at 10:11 am #62973
    adamboustead123
    Member

    When I click it, it just says “Your membership has been upgraded” & then if i Manually refresh it, the edit profile comes up…

    I mean on the forms, it says password; it would be nice to have like some placeholder text in the second box saying ‘Verify password’

    Is there anyway to do this

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