Plan Registration Workflows

12 years 3 months ago #187154 by burnstm
Plan Registration Workflows was created by burnstm
Our club has been using CBSubs to track mailed in memberships (user registration off) for some time now, and we really like your product. Thanks!

Anyway, we are finally getting the site linked to PayPal (using Sandbox to test, of course) and are testing the registration workflows. We have two different plans (Regular and Student) that we wish to have different workflows (explained below). The Regular workflow seems to work fine, but the overrides for the Student plan don't seem to be working correctly.

BTW, using Joomla 1.5.25, CB 1.7.1, and CBSubs 1.2.2.

Regular plan workflow:
  • User Email Confirmation: Yes, after payment (override CB)
  • User Approval by Moderator: No (override CCB). Because we are using Captcha and requiring PayPal payment, moderator approval seems like overkill for 95% of our members.

Testing the regular plan provides expected results:
  • User completes registration fields.
  • Clicks 'Register' and taken directly to Basket where given summary and payment options.
  • Completes Paypal payment.
  • Message tells user that email confirmation needed to activate account.
  • User clicks link in email and all is good.

BTW, three emails get sent to the user in this order: 1) CBSub plan 'Email on first activation', 2) CB Pending Approval Email (with confirmation link) and 3) CB Welcome Email. I tentatively blanked out the last one to reduce the number of emails sent, but this doesn't work wellwith the alternate workflow below:

Student plan workflow:
  • User Email Confirmation: Yes, after payment (override CB)
  • User Approval by Moderator: Yes, before payment (override CB). On the registration page we tell them to send a copy of their student ID to a specified email address. We wish to have a moderator review/approve the registration before the user proceeds to pay the discounted student rate.

Testing the student plan provides unexpected results:
  • User completes registration fields.
  • Clicks 'Register' and message displays that email confirmation and approval needed, and to follow steps in email. Pending Approval email is sent even though workflow settings say to wait until after payment.
  • User clicks confirmation link and taken to website where told account requires approval by a moderator. (BTW, never received moderator email even though CB Moderation tab is set for 'Moderator approve Users - Yes', 'Send Moderators Email - Yes' and moderator group set to Manager and above).
  • Approve user in backend. No email sent to user (presumably because I cleared the CB Welcome Email above?).
  • Logged in as user again. Presented with subscription page, where can proceed to basket and payment options.

As you can see, the second workflow doesn't behave the way the plan workflow settings would suggest: Register, Moderator Approval, Payment, User Email Confirmation. Thoughts / suggestions?

Thanks.

Please Log in to join the conversation.

Moderators: beatnantkrileon
Time to create page: 0.113 seconds

Facebook Twitter LinkedIn