How To Start Off The Membership Registration Process?

Developer Support CMS Development
1

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 (Memberships - HubSpot docs), the following process occurs:

signup.gif

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

Thanks!

2

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.

webdew_0-1642585324872.png
webdew_0-1642585324872.png316×306 45.2 KB

You will get this type of preview for these pages

webdew_1-1642585325069.png
webdew_1-1642585325069.png1129×552 105 KB

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

3

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.

4

@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.

5

@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.

6

@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.

7

@SirHubalot
Here’s the documentation on how to create a form:

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”.

8

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.