ec_useracc account creation flow alternatives?

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graphicengineer's picture

I was very please to learn and implement the ec_useracc w/ ec_recurring for membership recurring payments. I'm just missing an important thing, and I'm hoping someone can point me to my error in logic or settings.

Currently the workflow for a new member sign up is as follows:
1. Visitor arrives to site
2. Views "membership types" (a.k.a. generic product w/ role assignment attributes)
3. Chooses a membership type and purchases via Credit Card
4. Upon payment completion, the membership is auto created with a username like "customer_85" and sent the welcome email and invoice email.
5. Member then reads email so they can login and set their account information (name, contact info, etc.)

Is there a way to have the membership information acquired at time of purchase? (Without having the visitor create an account, then purchase the membership role?)

Has anyone come across this topic? If there's a thread already on this, my apologies in advanced, I haven't located it yet.

Thanks to all for any assistance with this!

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Follow up...

graphicengineer's picture

Well, sad there was no input from users on this, perhaps my post wasn't clear or is everyone content with the current flow??

For anyone interested, here was the final solution (no code written);
I turned off the flexible settings for the membership purchase and required registered members only.
Also disabled the "account creation" in the products themselves so no new memberships can be created from the purchase. I did leave the role assignments and expirations based on the role schedules.

New flow:
1. Visitor arrives to site
2. Views "membership types"
3. Chooses a membership type and adds to cart
*4. Screen asks for login or new account creation (has personal information collection as well)
5. New members receives email with login directions meanwhile the product is still in browser cookie
6. Member returns to site from email link and will complete the checkout process. (Place the checkout link in the welcome email in step 5 to make it more user-friendly)

Hope this helps someone out there with a similar set up.

e-Commerce Module

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