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Lesson 6 – Part 1 – Configure User Registration

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Today we are going to configure the user registration and then we are going to setup content protection on the pages that we want to protect. Then we are going to test the system both for a free registration and also for a paid registration. And part of setting up for paid registration will involve testing using PayPal’s sandbox.

From the main membership site page here, scroll down to Week 6 Resources and this is the website that we’ll be working on today, I have an updated version of WP eMember shortcodes cheat sheets. I didn’t realize I had cut off a few codes last time I had it printed. So I have an updated version of that. I have an updated version of the eStore shortcodes and then I have the week 6 election notes. If you want to follow along with me here today go ahead and grab those notes.

Create a Membership Website – Add a Registration Page

We are going to get started with configuring user registration. And so the first thing you want to do is to create a registration page. If we go over to our dashboard and look at Pages, we have our Register For Our Free Course page which we’ve recently created. We also need a main registration page which is this page here, Complete Your Registration Here page. This is the page that we are going to use for our main registration and then this is the page that we are going to use, Register For Our Free Course, for our free registration.

Create a Membership Website – Configure the Registration Form

Then the first thing we need to do to complete this registration page is to configure our registration form fields. We do that in WP eMember so scroll down here WP eMember and Settings and then Pages and Form Settings. Down here we have our registration form fields.

Now there are varieties of forms here that you can require and you could both enable and require all of these forms. This first row of checkboxes is to enable that on the form and the second row of checkboxes is to require it to be filled out. You may have a strong impulse to want information about your members and so you may be inclined to require information. But my suggestion would be to require the minimum amount of information necessary and then allow them to fill out information later as a profile if they want.

And so what I do here in this case is to provide a title field mostly because outside of the United States the title is a little bit more important than here in the US. So I included title field and then a first name which I require and a last name which I require. Then I don’t require phone, company, address, city, state, and zip code. I do like to know what country my people are coming from so then I require country. So if we have those as our registration form fields then our registration form is going to have four fields showing on it and only three of those are required.

We also have these profile form fields. And in the profile form fields I check all of them and allow them to be selected so that when somebody is filling out their profile or editing their profile they are free to add as much information on their profile as they choose. But I still keep the same requirements there, that is first name, last name and country. So those are the form fields here.

Now there’s one other thing that you could fill out here and this is Additional message for logged in members. When we put our log in form in a few minutes and you are logged in that message shows up down here. So if there’s something you want to tell members or something you want to say to members after they have logged in, the place to put that is right here under Login Widget Message. The only reason for doing this is because if you have something special you want to tell them. Go ahead and Update Options. Now that we’ve set those settings we can add the registration shortcode to that page.

Create a Membership Website – Add Registration Shortcode

And the way to get that registration shortcode is to come over here to the eMember shortcode cheat sheet. Then this is the log in form here. Actually we don’t want the log in form we want the registration form. And the registration form we want to use in this context is the WP eMember registration form:end. So we copy that and come back over to the site. Go back to pages and then we come down to the Complete Your Registration Here and select Edit. What we really need to do is put that shortcode there; you should put it in the HTML. We update that and then we also want to do this in the free section. So then All Pages and go down to our Free register. Actually it is the Thank You for Trying Us Out page, our thank you page is where we put our registration code. So go ahead and hit Update.

Now what will happen is if we go there from this page here, How to Install WordPress and Thesis, and we select Register for Our Free Course now it takes us to Register For Our Free Course Page. Once we fill this out then it will take us to that next page which is Thank You page and we are going to see how that works in a moment. That will show us this registration form and if we just view this page you can see here is where you sign up to get a username, a password, their preferred email address. This is for our free membership then you’ve got the title first name, last name and country.

Create a Membership Website – Add Login Form to Sidebar

And so the next thing we want to do then is just to add our log in form to our sidebar. We are going to do that by coming back over to Appearance and Widgets. WP eMember comes with this WP eMember log in which you can just drag up there and that’s all there’s to it. Now if you refresh the page the log in widget is here. So if we go back to our home page now we have the Login Widget here. And once a person has registration established then they can login to this.

Create a Membership Website – Add Login Form to Sidebar

And so finally in this step we are going to complete the main Thank You page. To see what it’ll look like when it’s completed come over here to our demonstration site. Our main Thank You page has that text we did when we filled out that payment data transfer section, thank you for your payment, and then it should have a description of what people should expect to see next.

In this case what I want them to know is that they are going to get three emails sent to their PayPal email address. The first one is Complete Your Registration, the second one is Thank You for Your Purchase and the third one is Confirm Your Subscription. This is the perfect place to tell people this information and this is probably the place that trips lots of people up. Somebody makes a purchase but they don’t perceive that they’ve received the Complete Your Registration link either because they haven’t checked their PayPal email or because it went to their Spam box. And so if you can tell them what to expect that can make it a lot easier for them.

And then finally the third piece of this is to put in a transaction result shortcode. We don’t have that transaction result shortcode showing here because there is no transaction. But I’m just going to copy this text and then come back over to the site. Go to Pages and then we are going to our Thank You page and edit that. In the HTML view we are going to paste this, go back to visual view and let’s bullet that and then I want to also bold the names of the email.

If you’ve configured your emails the same way I have then this is exactly what yours will look like as well. And then the only thing we want to add is the transaction result shortcode that will make the whole PDT thing work properly.

And again if we look over here, this one is under the eStore shortcodes cheat sheet and in particular this is the latest version. If you’ve downloaded this before then you are going to need to re-download because this last page was inadvertently left off of the other versions. And what you want to do is grab this WP eStore result end shortcode and you’ll see the exact effect of that once we complete a transaction. Then select Update and we have our complete main Thank You page completed. And let’s just take a look at it, there it is. You can see I’ve screwed that shortcode up we need to put the ending of that shortcode. Hit Update again.

That’s pretty much your clue if you can see your shortcode here you know there’s a mistake. Now it doesn’t show up but it will display information as soon as there’s actually a transaction and the person has returned to this Thank you page. So that wraps up the whole configure your user registration.

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