Registration and Emails
- katherine.a.minton
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7 years 3 weeks ago #292814
by katherine.a.minton
Registration and Emails was created by katherine.a.minton
I just cannot get my head around how to configure emails for subscribers.
I have 3 types of members. Two paid types and one free. My clients want them all to be approved prior to receiving their login details.
To me the logical process would be for free members to receive a welcome email explaining that their membership is yet to be approved and that they will receive login details once approved. Obviously approval is a manual process.
The paid members should receive a welcome email once Paypal payment has been received which also explains that their login details will be emailed once membership is approved. Those paying by bank transfer should receive an email explaining that they should confirm their payment and once paid then they will receive the approval email and their login details.
I'm going around in circles trying to understand which plugins do what here, and what code needs to be used in which emails and from where!
The manuals have not been much help.
Could someone please provide some information written in lay terms so I can get this done.
I have 3 types of members. Two paid types and one free. My clients want them all to be approved prior to receiving their login details.
To me the logical process would be for free members to receive a welcome email explaining that their membership is yet to be approved and that they will receive login details once approved. Obviously approval is a manual process.
The paid members should receive a welcome email once Paypal payment has been received which also explains that their login details will be emailed once membership is approved. Those paying by bank transfer should receive an email explaining that they should confirm their payment and once paid then they will receive the approval email and their login details.
I'm going around in circles trying to understand which plugins do what here, and what code needs to be used in which emails and from where!
The manuals have not been much help.
Could someone please provide some information written in lay terms so I can get this done.
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krileon
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7 years 3 weeks ago #292853
by krileon
Kyle (Krileon)
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If you are a Professional, Developer, or CB Paid Subscriptions subscriber and have a support issue please always post in your respective support forums for best results!
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Replied by krileon on topic Registration and Emails
Enable registration approval within CB > Configuration > Registration. Next edit your paid plans and under the Workflows tab set "User Approval by Moderator" to "Yes, before payment (override CB)".
That should be all you need to do. Your users will be informed their account is pending approval. Your moderators should get an email to approve a user (if you've moderator notifications enabled). After approved your user should receive their welcome email to login. Upon login they'll be asked to pay.
That should be all you need to do. Your users will be informed their account is pending approval. Your moderators should get an email to approve a user (if you've moderator notifications enabled). After approved your user should receive their welcome email to login. Upon login they'll be asked to pay.
Kyle (Krileon)
Community Builder Team Member
Before posting on forums: Read FAQ thoroughly + Read our Documentation + Search the forums
CB links: Documentation - Localization - CB Quickstart - CB Paid Subscriptions - Add-Ons - Forge
--
If you are a Professional, Developer, or CB Paid Subscriptions subscriber and have a support issue please always post in your respective support forums for best results!
--
If I've missed your support post with a delay of 3 days or greater and are a Professional, Developer, or CBSubs subscriber please send me a private message with your thread and will reply when possible!
--
Please note I am available Monday - Friday from 8:00 AM CST to 4:00 PM CST. I am away on weekends (Saturday and Sunday) and if I've missed your post on or before a weekend after business hours please wait for the next following business day (Monday) and will get to your issue as soon as possible, thank you.
--
My role here is to provide guidance and assistance. I cannot provide custom code for each custom requirement. Please do not inquire me about custom development.
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