Best Practice for HubSpot Membership Authentication Flow

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Hi Everyone,

I’m working with HubSpot’s Membership Templates to restrict access to private content. Here’s the current flow I’ve implemented.

  1. A user fills out a custom form ( fields: First Name, Last Name, Email, etc.)
  2. On submission, I add their email to a Membership Group to grant access.
  3. Then I redirect them to the default HubSpot registration page, where they re-enter their email and set a password.
  4. After completing registration, they can log in to access the gated content.

This setup works, but I want to confirm:

  • Is this the right way to handle user onboarding for membership-based access?
  • Any recommendations for improving for UX while sticking to Hubspot’s membership system?
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Hey @jay_pinetco,

from my experience it all comes down to the membership your setting up.
If it’s just a gated content kind of thing, your flow seems ok.
A few things I’d do differently for a slightly better UX:
Just place the registration form directly onto your page and set a “profile page” as the redirect source after successful registration. This profile page would contain a custom form with all the information/properties you’d like to get from the user.
Doing so will improve the UX as a “double sign-up” might be taken a bit suspicious by users.

Because - as a user who registered, I’d think like “What did I signup for in the first form?”, you know?
Telling the story the other way around like “Hey, register here to get X” and after registration providing a form with optional entries makes much more sense (at least to me :grin:) makes much more sense to a user. (at least imo)

Those properties can be used for personalizing content and what ever you like.

Also, my buddy @Teun and I hosted a DHUG on memberships recently and last year. I think you’ll find a few cherries in there :slightly_smiling_face:

best,

Anton

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What about my membership group, @Anton? I am creating a special page for users who are registering and logging in. My main purpose for placing a form before registration is to allow users to enter their email addresses. I will then grant access to that page using the email address provided.

If I directly implement a registration page, I won’t be able to add an email address to the membership group, right?
Please let me know your thoughts on this.