Displaying Paid Membership Selections Based Join Us field
3 months 2 weeks ago #336721
by eciudad
Replied by eciudad on topic Displaying Paid Membership Selections Based Join Us field
Thank you Krileon.
I really appreciate your help and I will adjust the settings as recommended. I know and understand that it is impossible for you to know every configuration but it is greatly appreciated that you provide me with the tools to accomplish the goals.
I removed the previous recommendation and I got all the membership selections back on on the registration page, see enclosed screen.
Now, I am going to try the new adjustments and see what we get.
Will advise.
I really appreciate your help and I will adjust the settings as recommended. I know and understand that it is impossible for you to know every configuration but it is greatly appreciated that you provide me with the tools to accomplish the goals.
I removed the previous recommendation and I got all the membership selections back on on the registration page, see enclosed screen.
Now, I am going to try the new adjustments and see what we get.
Will advise.
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3 months 2 weeks ago #336742
by eciudad
Replied by eciudad on topic Displaying Paid Membership Selections Based Join Us field
I made the following changes as recommended:
"Conditions on CB Fields to show plan at registration
And following CB Field: PROFILE_TYPE_FIELD_HERE
Condition: = (equal to)
Value: PERSONAL_OPTION_VALUE_HERE
Then apply that to plans that should only be available to personal profile types. You'd need to do the same for upgrade conditioning."
Now, I am getting the right upgrade selections, see screens below:
The dilemma that I found myself and I do not know how to get there, is crossover on a upgrade from personal to business. I have tried to add another static condition for upgrade using "OR" from the previously recommended below
Dates / CB Fields Comparisons
Date A, Field A or Value A: Following CB field
CB Field A: PROFILE_TYPE_FIELD_HERE
Date B, Field B or Value B: Constant Value or String (CB substitutions can be used)
Value B: BUSINESS_OPTION_VALUE_HERE
Condition 1 (> for Dates): A <> B (Value A is different from Value B )
This does give me the crossover but the PROFILE_TYPE_FIELD_HERE needs to changed to "Y" and once it is done in the profile update the member it no required has to act on the upgrade. Is there a way to once PROFILE_TYPE_FIELD_HERE is changed to force a selection for the right membership upgrade?
"Conditions on CB Fields to show plan at registration
And following CB Field: PROFILE_TYPE_FIELD_HERE
Condition: = (equal to)
Value: PERSONAL_OPTION_VALUE_HERE
Then apply that to plans that should only be available to personal profile types. You'd need to do the same for upgrade conditioning."
Now, I am getting the right upgrade selections, see screens below:
The dilemma that I found myself and I do not know how to get there, is crossover on a upgrade from personal to business. I have tried to add another static condition for upgrade using "OR" from the previously recommended below
Dates / CB Fields Comparisons
Date A, Field A or Value A: Following CB field
CB Field A: PROFILE_TYPE_FIELD_HERE
Date B, Field B or Value B: Constant Value or String (CB substitutions can be used)
Value B: BUSINESS_OPTION_VALUE_HERE
Condition 1 (> for Dates): A <> B (Value A is different from Value B )
This does give me the crossover but the PROFILE_TYPE_FIELD_HERE needs to changed to "Y" and once it is done in the profile update the member it no required has to act on the upgrade. Is there a way to once PROFILE_TYPE_FIELD_HERE is changed to force a selection for the right membership upgrade?
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