Posted by samgreco on January 5, 2017 at 8:03pm
So I have Redhen working well. Imported all of the local Chamber of Commerce members into the system and connected contacts to orgs, etc.
I also now have products for all of the levels of membership. Purchasing a membership actually creates that membership. However, it doesn't go any further.
How do I have it take the customer to a page to enter contact info and organization info, AND connect those right after they purchase? Do I need to grant a role and have specific permissions?
Any help would be appreciated.
Comments
The simplest way to provide
The simplest way to provide this function would be to require a user to be logged in to purchase a membership. Enable the redhen options to connect redhen contacts to users automatically, and include contact information on the registration form. People will then create a user, and with it either attach to an existing Contact or generate a new one automatically (based on email address). After that, they can purchase their membership and it will locate the contact to attach to automatically.
I'm not sure what you need in regard to Orgs, but that will require a little custom workflow creation I suspect. If your memberships are just individual, and not tied to Orgs, the above solution should work.
In this case the Orgs are
In this case the Orgs are more important. It is a Chamber of Commerce and the members are the companies and there could be multiple contacts associated with each Org/company.
Having a hard time wrapping my head around how to achieve what I need.
The dev site is http://vpchamber.tbwdev.com if anyone wants to take a look.
I don't think there's a
I don't think there's a canned, point-and-click solution. You might be able to do something with Rules, and adding extra fields to your membership line items, or something like what I suggested with forcing login and gathering info from the user on the registration form by adding fields to the user, then generating the Org and/or Org connection using a Rules trigger.
I suspect you are having trouble wrapping your head around it because it's a complex workflow with a lot of open questions, and the concepts of "membership" always sound simpler than they are. I suspect you'll need a little bit of custom code, and I'm certain that you can get whatever workflow you want to have to work that way. The workflow you suggest could be achieved with some session variables and a custom form to gather the information that you send people to after cart completion.
Thanks for all of the help
Thanks for all of the help gcb.
I think that you are right about the complexity of the workflow.
I have it currently going from purchase, to user creation (without validation), giving the user the Member role, that creates a Contact automatically, then it goes to Redhen Org creation. Loads the form and let's the user fill it out and save it. All of that has worked well. But that's where it stops. How can I get it to let the user create an org with a connected contact. And there is no membership created.
Complex workflow indeed :)
Is there a way to get all three bits to present in on form?
There's almost always a way,
There's almost always a way, but I you'll have to dig through options yourself. If you look at the way redhen_contact embeds on a registration form, you can see one example of how it might be done.
In CiviCRM you create a
In CiviCRM you create a contribution page, which displays memberships, and also lists Profiles, which are collections of fields you can use. You can also use the Webform-CiviCRM module to develop custom intake forms that tie to membership and donations. Since this is already figured out, I am unsure why RedHen would be a better solution, unless you already had the drupal chops to make this a non-issue. Just my two cents.
Yes CiviCRM is great. But it
Yes CiviCRM is great. But it is too heavy for some simple CRM needs. That is where I find RedHen really useful.