Author Topic: Enable the Wordpress User account Registration (Read 2183 times)

Jennysk1 · August 04, 2013, 09:33:26 pm

Hi,

I was hoping that someone could give me information about membership/renewal. Ultimately, I would like to be able to have people sign up an pay for membership on the website. This I was able to set up. When it is time to renew I would like them to be able to return to the website and renew under the same contact information that was gathered. I can see that there is a user dashboard, with a renew button. But I am unsure how to get users to access this. I would think that the user account registration would do this, but while I have activated it under the civi advanced profile settings( and also checked the WP general settings to allow registration is enabled) the option to join/password just will not show up. I see there is a redirect url. Do I need an added plugin. Ideally I would not like to make it so complicated with a user name and password, but still allow the user to access the dashboard I guess. Also oddly my contact information stays in the form, does this have something to do with the login/memory or civi.

Hope this is not too confusing as I really could use the guidance. I am a bit stumped.

Thanks.

Dave Greenberg · August 05, 2013, 02:15:53 pm

The form will automatically load contact info for the logged in user (you in this case).

You have several options to get members back to the self-service membership form for renewals:

1. If you don't want to ask folks to get a WP login (username / password) - you can use Scheduled Reminders feature to send them renewal reminder emails that includes a link to the membership form with an added 'checksum' in the URL. The checksum will temporarily 'authenticate' them (i.e. let the CiviCRM form know what contact is accessing the form) and preload their membership and contact info. Read more here ...

http://book.civicrm.org/user/current/common-workflows/tokens-and-mail-merge/

2. If you want to ask / encourage users to get a login on your site (and thus be able to use the User Dashboard), you can include an element in the membership form which allows them to get a user account while they're signing up for membership. You do this by including a Profile AND in the profile's Advanced Settings enabling the user account registration option. Then create a 'post' with the User Dashboard shortcode and expose that post to logged in users.

http://book.civicrm.org/user/current/organising-your-data/profiles/

Jennysk1 · August 05, 2013, 08:24:26 pm

Hi Dave,

Thank you for the quick reply. For our purposes I think the email reminder for renewal with the checksum will work best for us. But I wanted to clarify the checksum language.

"Only contact fields and actions can be inserted in your email as tokens. Related records, such as the name of the event for which the contacts have pending enrollments, cannot be included. However, you could provide a link to the person's contact dashboard so that they can review their registration details for themselves (once logged in), or you could use a checksum token to allow access to a profile through which they can modify their information without having to log in.

So you would renew from the profile not the dashboard. I believe the dashboard has a renew button, does the profile template?

Also there is no code for wordpress only for Joomla and Drupal. " Checksum for standard Profiles: To send people to a profile use this path where N is the ID of the Profile you want to send them to:"

Again thank you for your time and help, it is much appreciated.

Jennifer

Dave Greenberg · August 06, 2013, 12:24:48 pm

Membership renewal from the dashboard can work, or I'm pretty sure you can send them directly to the online contribution form which you've configured for membership signup and renewal (including the checksum parameters in the URL). Also, I think the documentation needs to be updated to incorporate the option to use Scheduled Reminders for membership renewal, which does allow you to include membership data tokens (e.g. membership type, end date etc.):

http://book.civicrm.org/user/current/email/scheduled-reminders/

I've updated the checksum details doc on the wiki to include WordPress URL patterns:
http://wiki.civicrm.org/confluence/display/CRMDOC/Tokens

The one drawback to be aware of is that I don't think you can use the shortcode link method to send folks to the contribution/membership renewal page if you want to use checksum authentication (I haven't tried it with a shortcode pattern like this - http://wordpress.demo.civicrm.org/?p=8 - so it MIGHT work, but I kind of doubt it).

Jennysk1 · August 07, 2013, 06:50:49 pm

Thank you. Will try this out and see how it goes.

Jennifer

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Author Topic: Enable the Wordpress User account Registration (Read 2183 times)

Jennysk1

Enable the Wordpress User account Registration

Dave Greenberg

Re: Enable the Wordpress User account Registration

Jennysk1

Re: Enable the Wordpress User account Registration

Dave Greenberg

Re: Enable the Wordpress User account Registration

Jennysk1

Re: Enable the Wordpress User account Registration