topic How To Start Off The Membership Registration Process? in CMS Development

How To Start Off The Membership Registration Process?

SirHubalot — Tue, 18 Jan 2022 14:53:15 GMT

Hi,

I've been reading up on Hubspot's various documentation on it's membership functionality. The part I am not sure on is how should the user registration process start, where they get sent an email with a link to enter a password?

In the developers example (https://developers.hubspot.com/docs/cms/data/memberships), the following process occurs:

How do I create the functionality where the users form submission actions the registration process?

Thanks!

Re: How To Start Off The Membership Registration Process?

webdew — Wed, 19 Jan 2022 09:42:47 GMT

Hi @SirHubalot ,

These all are system pages, you will get all this pages when you create a new theme with using from boilerplate , you will get all set of pages that you required.

You will get this type of preview for these pages

Hope this helps!
If we were able to answer your query, kindly help the community by marking it as a solution.
Thanks and Regard.

Re: How To Start Off The Membership Registration Process?

SirHubalot — Wed, 19 Jan 2022 09:49:33 GMT

Hi Webdew,

I thought the process is that the user needs to fill out the registration form on a normal Hubspot page (just like in the screenshot) and then they will be sent an email for them to set a password.

When I go directly to the registration system page, the email address textbox is disabled as that is pre-populated from link the user gets emailed.

The screenshot from the documentation doesn't look like a system page as there is custom content specific for that event.

Re: How To Start Off The Membership Registration Process?

Brownstephen101 — Wed, 19 Jan 2022 22:25:52 GMT

@SirHubalot On the page(s) that you want to be locked behind registration you go to Settings>Advanced Options>Control audience access for page and set it to Registration Required. Once that is done it will ask you for a list to set the page behind. Any contacts who are in that list (whatever it's criteria is, most of the time a form submission), will be sent a registration email through hubspot automatically where they can click a link to set a password.

Re: How To Start Off The Membership Registration Process?

Brownstephen101 — Wed, 19 Jan 2022 22:28:41 GMT

@SirHubalot Also important to note: if you do this on a published page and add a list with contacts already in it, ALL the contacts all that list will automatically be sent a registration email as soon as you publish the update, and if you wanted to resend that email you have to do it manually, one at a time. So be careful about publishing a list that already has contacts in it.

Re: How To Start Off The Membership Registration Process?

SirHubalot — Thu, 20 Jan 2022 15:23:09 GMT

@Brownstephen101I've setup the page(s) audience access and that is all working. Just missing how to create a form to allow a user to register so they get an email where they can then enter their password.

Re: How To Start Off The Membership Registration Process?

Brownstephen101 — Thu, 20 Jan 2022 22:20:15 GMT

@SirHubalot
Here's the documentation on how to create a form:
https://knowledge.hubspot.com/forms/create-forms

Once the form is created you just need to add it to a page (not the one that is locked behind registration), and then make sure that the list criteria for the selected list is set as that forms "Form Submission".

Re: How To Start Off The Membership Registration Process?

webdew — Fri, 21 Jan 2022 08:41:08 GMT

Hi @SirHubalot ,

I have a proper document here made for especially membership workflow

Hope this helps!
If we were able to answer your query, kindly help the community by marking it as a solution.
Thanks and Regards.