Building Registration Flows - YourMembers/yourmembers GitHub Wiki

Your Members by default uses the WordPress registration system, but it also has the ability to use it’s own custom registration flows. Custom registration flows allow you to build complex registration and upgrade forms quickly and easily using an in built form creator while also handling errors within the registration form providing a seamless experience even when an unexpected event occurs.

Building your first flow

Your Members flows generator can be found at Your Members admin -> Membership -> custom registration flows.

A custom registration flow is made up of 2 or more flow pages, and these pages provide a means to collect information and process actions.

In this basic example we will create some basic information about the user and then send them to PayPal.

Go to Custom Registration Flows. Once there select create new flow page (it’s the bottom of the two options)

On the flow page, on the right hand side are the objects that can be added to the page add the following: From common

  • Username
  • Email

From Custom

  • First Name
custom reg flow Finally give your flow a name (ie. "basic") and hit “process flow page”.

Next create a second flow page. This time we will add an action in this case a payment action

IMPORTANT: Payment Actions cannot be on the same page as information collection and your user MUST go through a payment action (even if it's free)

From the right hand side select the following: Payment

  • Make payment with PayPal
payment action When the PayPal options appear on the left select from the drop down “payment action” instead of “payment button”. This will automate the sending to PayPal.

Finally, as before, name the page (ie. “paypal”) and select “process flow page”

Now it is time to create a Registration Flow. Select new flow

Give the flow a name (“basic flow”) and drag the two pages we have created to the left hand side (note PayPal action should be the last to process). You can give the flow a dedicated thankyou page (otherwise it will inherit the global or package thank you page) and then click “create flow” full flow That’s it you’re done.

To use the flow, apply it within the short code [ym_register] so for example: 

[ym_register id=xx flow=yy]
Where xx is the package id and yy is the flow id. Note: the package ID is optional and only needed if you have not specified one or more packages in the flow For more options when using the ym_register shortcode please see the shortcode documentation.
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