CMS Development

SlimSr2003
Participant | Partner
Participant | Partner

Editing Defaul Membership Registration Form

SOLVE

I am working to add a few fields onto the membership registration form. Here is the current version: https://filterlabs.ai/_hcms/mem/register?redirect_url=/sample-newsletter-blog/ai-for-peace-what-is-t...

 

I would like to add a First Name, Last Name and a few checkboxes about following up. 

 

I think I would need to add it to this section here:

 

{% member_register "my_register"
email_label="Email",
password_confirm_label="Confirm Password",
password_label="Password",
submit_button_text="Save Password"
%}

 

But I'm not haveing any luck.

 

Here is the current code on the page:

<!--
templateType: membership_register_page
isAvailableForNewContent: true
label: Boilerplate - membership registration
screenshotPath: ../../images/template-previews/membership-register.png
-->
{% set template_css = "../../css/templates/system.css" %}
{% extends "../layouts/base.html" %}
{# pageTitle is used on system templates for setting a value for the title tag #}
{% set pageTitle = "Membership | Register" %}

{% block header %}
{% endblock %}

{% block body %}
<section class="content-wrapper">
<div class="systems-page">
{% module "content"
path="@hubspot/rich_text",
html="<h1>Welcome!</h1><p>Set up your password to sign in and see the content you now have access to.</p>"
%}

<div class="form-container">
{% member_register "my_register"
email_label="Email",
password_confirm_label="Confirm Password",
password_label="Password",
submit_button_text="Save Password"
%}
</div>
<div>
{% module_block module "membership_admin_content"
label="Contact admin",
path="@hubspot/rich_text"
%}
{% module_attribute "html" %}
<p>Having trouble? <a href="{{ ("mailto:" ~ site_settings.membershipWebsiteAdmin)|escape_url }}">Contact the admin</a>.</p>
{% end_module_attribute %}
{% end_module_block %}
</div>
</div>
</section>
{% endblock %}

 

Is this form a module somewhere that I can't find? I have looked extensivly with no luck.

 

Any advice that can be provided would be appreciated. 

0 Upvotes
1 Accepted solution
NathanAtGrowth
Solution
Member

Editing Defaul Membership Registration Form

SOLVE

Hello! The system template you are referring to is not intended to actually be a registration form. When you add someone to your membership list, they are automatically sent an email that contains a link to this system page. This is where they create their password. The email field will be auto-populated and not editable. No other fields are needed here.

For the actual membership registration form, you can create that yourself using a regular form, so you collect whatever data that you need. Then you can create a workflow that is triggered by the submission of this form. On submission, the workflow can update the contact record based on whatever field your active membership list is setup to add contacts based on. OR... you can setup that active list to add contacts based on just submitting the registration form.

Either way, the registration form is completely in your control. The system templates to handle the password creation, password reset, etc are what is more limited... but they are not what you are needing to edit in this case. Hope that helps!

View solution in original post

9 Replies 9
NathanAtGrowth
Solution
Member

Editing Defaul Membership Registration Form

SOLVE

Hello! The system template you are referring to is not intended to actually be a registration form. When you add someone to your membership list, they are automatically sent an email that contains a link to this system page. This is where they create their password. The email field will be auto-populated and not editable. No other fields are needed here.

For the actual membership registration form, you can create that yourself using a regular form, so you collect whatever data that you need. Then you can create a workflow that is triggered by the submission of this form. On submission, the workflow can update the contact record based on whatever field your active membership list is setup to add contacts based on. OR... you can setup that active list to add contacts based on just submitting the registration form.

Either way, the registration form is completely in your control. The system templates to handle the password creation, password reset, etc are what is more limited... but they are not what you are needing to edit in this case. Hope that helps!

SlimSr2003
Participant | Partner
Participant | Partner

Editing Defaul Membership Registration Form

SOLVE

Nathan,

Thank you for your help and all of the details. I'ts unfortunate that the only items needed to access protected content is an email and password. I would love to also get their First and Last name too, but alas that will have to be done in a workflow. Again, thanks for you help.  

0 Upvotes
NathanAtGrowth
Member

Editing Defaul Membership Registration Form

SOLVE

The email and password is all that you use to LOGIN... just like any other site. But to create your account, you can get as much info as you want. You create the form and all desired fields for the actual registration process... so you control that completely. Once someone has an account, they'll login with the email and password.

0 Upvotes
SlimSr2003
Participant | Partner
Participant | Partner

Editing Defaul Membership Registration Form

SOLVE

Hi Nathan,

Sorry I am being a little dense here. So I get that the email and password is all they need to register. I think what you are saying is that after they register Itheir email (contact information) will have the  access to private content tag. With that I can create a list of emails. From this list I can also set up a workflow that will send them an email that asks them to complete their registration by supplying their First and Last Names etc. 

 

Am I reading that correctly. Sorry for being dense. 😁

0 Upvotes
NathanAtGrowth
Member

Editing Defaul Membership Registration Form

SOLVE

No worries! What I posted previously in the accepted solution is what you need to re-visit. The page/form with username and password is NOT a registration form. That is the password creation page that they are sent to AFTER they register and get added to your membership list. So the initial registration is a form that you create just like any other HubSpot form. You control what info is included. Then you have automation that can add them to your list after they fill out that registration form. Then they receive an auto-email from HubSpot that contains a button to create their password. That is the page with email and password only. This is how it is supposed to work.

Just don't confuse the password creation with registration. Those are two separate things. No workflow is needed AFTER registration to get other data. You can get everything in your actual registration form.

You should check out this video as it will give you a lot more insights into the membership setup and process:
https://www.youtube.com/watch?v=ktPBeFvd4GQ 

0 Upvotes
SlimSr2003
Participant | Partner
Participant | Partner

Editing Defaul Membership Registration Form

SOLVE

Hi Nathan,

Sorry for the delay in getting back to you. What you shared is very helpful. But its not actually what I am hoping to do. What I want is a blog where someone who is not registered can come to and get a preview of the content. I have made this video to demonstrate what I and trying to accomplish: https://drive.google.com/file/d/1y8EdtdvzintqJTRsVzNrU8dOqr8o_Dr2/view?usp=sharing . When I set it up like you said, when a non registered visitor comes to the blog they are asked to register right away without being able to preview any of the blog content. Which takes me back to my original issue. After they get the preview and they choose to sign up on that registration page they provide their email and create a password. Which is cool but I would also like to gather their first and last name too. If that isn't possible, which it is looking like its not I can set up a workflow that will email them after they register and ask them for that extra information. But maybe I am wrong.

0 Upvotes
NathanAtGrowth
Member

Editing Defaul Membership Registration Form

SOLVE

Ok, doing this for a blog, what you are subscribing used to require a custom module to gate blog contents. Now, it's a built-in option. See this:
Screenshot 2024-09-12 at 11.26.00 AM.png

 
This option shows on the general tab in blog settings. Do you have this set? This is the option you need.

0 Upvotes
SlimSr2003
Participant | Partner
Participant | Partner

Editing Defaul Membership Registration Form

SOLVE

Yes, I have that set up and it is working.

SlimSr2003_0-1726155231211.png

 

The thing I was hoping to do is to do is when it gets to this page 

SlimSr2003_1-1726155273340.png

I coulad edit it and add a First and Last name field

SlimSr2003_2-1726155329772.png

I am thinking that this is not possible.

 

Thoughts?

0 Upvotes
KhushbooRevOps
Participant

Editing Defaul Membership Registration Form

SOLVE

Hi @SlimSr2003,

The member_register tag in your template has limited customization options. To add fields like First Name, Last Name, and checkboxes,

1. Build your own form with the required fields and handle submissions manually.

2. Use a standard HubSpot form with custom fields, but manage registration separately.

3. Consider creating a custom module or modifying the template for more control.

These options give you the flexibility to add the fields you need.

I hope it helps, let me know if you need to talk!

Khushboo Pokhriyal

Growth & Operations

GroRapid Labs

LinkedIn | 9315044754 | Email | Website

0 Upvotes