CiviCRM Community Forums (archive)

Hi all,

I am trying to migrate a pre-existing membership database into a CiviCRM/Drupal installation.  I hope to send out a link to all the members allowing them to register an account in Drupal.  Is there any way of sending each of them a custom link (e.g. via contact id and checksum) so that the registration form (and all the custom profiles) will be pre-filled?

Many details are already known about the members, e.g. name, address, etc., so it would make it a lot easier for members to have their details automatically filled in when they click the link.  I'm willing to create a custom module if that's what it takes, but I'm not quite sure how to hook into the Profile API to achieve that, as it seems to require CRM_Profile_Form_Edit rather than CRM_Profile_Form_Dynamic.

Thanks,

Yes a checksum to a Profile that requires Drupal registration should be the solution - provided of course you have imported your pre-existing data in to civicrm.

A checksum gives the recipient a link in the email with additional code that the website interprets as confirming who they are - bypassing login process - this profile will already be pre-filled with their existing data.

You may want to make some fields 'read only' eg make Name 'read only' but offer them a text box to advise you of any required name changes. That avoids part of the risk of two people at same email account/programme clicking on the link in each others email.

A more risk-averse process is to set up 'persistence' so you can move them from one profile to a second one (option for the latter bit is in Adv Settings in Profile - setting up persistence requires some code - pls search forum if you need it.) So your checksum sends them first to a profile that just asks them to confirm their name (as per above ie read-only name fields plus a text box for corrections, got married/divorced etc) - in this way  you are basically saying to them - if this is you, click SAVE otherwise go elsewhere.

HTH
HTH