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Author Topic: Membership renewals without a CMS user account  (Read 5139 times)

fearlsgroove

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Membership renewals without a CMS user account
November 18, 2008, 12:15:23 pm
Couldn't decide if this should be in CiviMember, Contribute or Mail, so I settled for none of the above ..

I'm trying to figure out how to facilitate membership renewals when a member does not have a CMS user account. Is this possible? I see that I can pass a CID GET param to a contribute membership page, which populates the contact info (a security risk, by the way?), but this creates a new membership. Thus new nag emails to members who've lapsed with a smart group will still go to these members.

Am I missing something?

petednz

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Re: Membership renewals without a CMS user account
November 18, 2008, 12:34:47 pm
We used checksums in our emails, so when members click they go direct to the rejoin page and it already has their contact details showing, which can either be 'view only' or 'editable' or some combination of that.

There is a minor risk with this if the email is then fwded to someone else as they effectively get to the other persons page.

(search for checksum should find this info)
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fearlsgroove

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Re: Membership renewals without a CMS user account
November 18, 2008, 01:18:06 pm
Hi Peter, thanks for the reply. How are you adding checksums? How are you creating the emails? With the automated reminder script? Do these create links that can be used to renew a specific membership?

Also, for the "security risk", try this link:
http://drupal.demo.civicrm.org/civicrm/contribute/transact?reset=1&action=preview&id=2&cid=31

Note that it's pre-filled with contact ID 31's information.

fearlsgroove

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Re: Membership renewals without a CMS user account
November 18, 2008, 01:51:04 pm
So your checksum comment got me looking in the right direction .. apparently you can use it to create links from CiviMail to edit profiles without being logged in. halfway there ...

Can you (or anyone) give me a specific example of how to create a link to a membership renewal page using tokens from an auto renewal message or a civimail blast?

petednz

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Re: Membership renewals without a CMS user account
November 18, 2008, 02:23:38 pm
I think this approach would only work for the civimail blast.

From memory - create the Contribution Page, use the Profile ID to create a URL such as  .../civicrm/profile/edit?reset=1&gid=XX&{contact.checksum}

Note you have to turn of 'track click throughs' for this to work.
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fearlsgroove

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Re: Membership renewals without a CMS user account
November 18, 2008, 06:47:59 pm
Thanks for your help with this Peter .. I'm not clear on how this is achieving what I'm after tho. This does indeed give me a profile that I can edit using the checksum while not logged in. But I need a link to renew a membership, and this just resubmits the contact/custom information on a profile attached to the contribution page.

Is there a way to get a URL like this that will renew a specific membership?

petednz

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Re: Membership renewals without a CMS user account
November 18, 2008, 06:56:53 pm
The profile needs to be set in to the Contribution Page which you create to handle your Join/Rejoin. And sorry I gave you the wrong example of the URL which would obviously need to be going to the Contribution page.
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petednz

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Re: Membership renewals without a CMS user account
November 18, 2008, 07:06:34 pm
so an example would have been .../civicrm/contribute/transact?reset=1&id=16&c{contact.checksum} - again sorry for that distraction.

So you make a Contribution Page for the Join/Rejoin and use what ever Profile you might want to show/edit Contact Details etc

Then the checksum delivers a link that takes the User to the Rejoin Page with their contact details already filled in.

Hope it makes sense this time.
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Donald Lobo

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Re: Membership renewals without a CMS user account
November 18, 2008, 08:27:45 pm
Quote from: fearlsgroove on November 18, 2008, 01:18:06 pm
http://drupal.demo.civicrm.org/civicrm/contribute/transact?reset=1&action=preview&id=2&cid=31

Note that it's pre-filled with contact ID 31's information.

This is now filed and fixed here: http://issues.civicrm.org/jira/browse/CRM-3848

this will be part of 2.1.2

lobo
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fearlsgroove

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Re: Membership renewals without a CMS user account
November 19, 2008, 11:12:13 am
Hrm apparently this doesn't work for contribute pages (at least according to other posts I've seen). Adding a CID works, but the cs=.. param is always ignored on contribution pages.

So how are others handling renewals? Is it always a logged on operation? User accounts and passwords seem like an unnecessary burden when trying to get people to donate ...

petednz

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Re: Membership renewals without a CMS user account
November 19, 2008, 12:43:40 pm
We have been using this successfully to send out emails asking for donations - so I know it works with Contribution Pages. But as I can't be sure whether you have made the tweaks we had to do to the system (referred to in other posts that you would find via a search for checksum) I will bow out and see if I can get chris to comment.
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fearlsgroove

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Re: Membership renewals without a CMS user account
November 19, 2008, 02:55:31 pm
I missed it in previous searches somehow, but this thread includes a tweak to include checksum info loading for contribution pages:
http://forum.civicrm.org/index.php/topic,4723.0.html

I wonder what the likelihood of this concept being included in forthcoming releases is. I hate maintaining non-standard patches :D

Chris Burgess

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Re: Membership renewals without a CMS user account
November 20, 2008, 12:25:13 am
Attached is the patch which enables checksum based logins to Contribute forms. Because the contribute form uses a different meaning for "id", you need to specify the contact id in this session as "cid". This means that when using {contact.checksum} in a URL, you need to prepend it with a "c" ...

Code: [Select]
http://demo.civicrm.org/civicrm/contribute/transact?reset=1&id=1&c{contact.checksum}
I hate keeping a patchset too, which is why we twisted Lobo's arm into letting us have an include path override in CiviCRM 2.1 - this works just like the template overrides; to alter a single file in 2.1 to your liking, you can create a directory structure which mirrors the original CiviCRM structure, and place there ONLY the files you wish to alter.

http://forum.civicrm.org/index.php/topic,3695.0.html details a method for applying this hack to 2.0

PS. I wish the forum would allow ".patch" as an attachment  :'( *sniff*

PPS. Oh look, you'd already linked to the same hack ... cool :)
« Last Edit: November 20, 2008, 12:29:30 am by xurizaemon »
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Donald Lobo

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Re: Membership renewals without a CMS user account
November 20, 2008, 12:11:15 pm

can you'll please file an issue for this and attach the patch

i'll review and integrate in 2.2

thanx

lobo
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Chris Burgess

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Re: Membership renewals without a CMS user account
November 20, 2008, 12:50:01 pm
http://issues.civicrm.org/jira/browse/CRM-3853
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