Importing users

3 years 3 months ago #322609 by AlexRag
Importing users was created by AlexRag
I have some questions about importing users. By the way this is in conjunction with CBSubs.

1. When users are imported do any email notifications get triggered or is is a silent process? I have set up email messages within each subscription plan, so unsure if they get triggered on import.

2. If a user is added, how would does the password aspect work (Do they automatically get created or would they simply have to go through the "Forgot Password" process?

One of the plans I want to set up is a Lifetime access, but I do not want it to be visible as an option on the registration page.
3a. Is the easiest way to add users to use the import feature and add them manually?
3b. Depending on what happens with passwords, another option (since there are very few who would be on this plan) is to have the plan visible on registration and give then a one time use 100% off coupon to get give them access.

4. If I want to offer a free (but limited) access plan, I take it I should create it as a plan since CBSubs handles the access part? My thinking here is possibly get users to self-register to the free plan and then I manually (numbers are small) "upgrade" them to the appropriate paid plan.

If this option makes sense, would those email notifications kick in?

Please Log in to join the conversation.

3 years 3 months ago #322629 by krileon
Replied by krileon on topic Importing users

1. When users are imported do any email notifications get triggered or is is a silent process? I have set up email messages within each subscription plan, so unsure if they get triggered on import.

It's the same as creating a user from backend so yes emails will send. If the imported user requires confirmation they'll be sent pending email otherwise welcome email is sent. You can temporarily turn off CB emails within CB > Configuration > Integrations before importing if you don't want it to send emails. Importing a user through CB > User Management won't give them a subscription so no it won't send CBSubs emails.

2. If a user is added, how would does the password aspect work (Do they automatically get created or would they simply have to go through the "Forgot Password" process?

The password will be randomly generated and included in the welcome email.

3a. Is the easiest way to add users to use the import feature and add them manually?

That'd likely be the easiest approach.

4. If I want to offer a free (but limited) access plan, I take it I should create it as a plan since CBSubs handles the access part? My thinking here is possibly get users to self-register to the free plan and then I manually (numbers are small) "upgrade" them to the appropriate paid plan.

Not sure what you're asking here. Yes, if you need a plan to control access you should create it in CBSubs.


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.

Please Log in to join the conversation.

Moderators: beatnantkrileon
Time to create page: 0.182 seconds