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Request additional data fields on a specific page

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This particular example is a generic tutorial for requesting additional data fields in the registration form on a specific page. Since these are fields that do not show up in the regular registration form, we need to also present the data to logged in users to add this data.

While conceptually this is not an overly complicated process, the practical implementation has quite a few steps, so I will try to explain each step in the process while giving that particular code snippet being discussed at that point.Continue Reading →

New extension for Salesforce integration

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On a recent commercial project I had to implement Salesforce integration for the WP-Members plugin. The benefit to the community is that I turned that into an extension for the plugin.

While this is presently considered a beta release, I will be packaging it for download and eventually including it in the downloads section.

I will be writing up more complete documentation and adding some screenshots, but for now I wanted to get this out and available for early adopters.

Installation

As with other extensions, you can install this as a plugin in your WP plugin panel.  Either unzip the package and transfer via FTP or upload in the WP plugin panel. Once you activate the extension there will be a Salesforce tab in your WP-Members admin panel.

Using the extension

The extension operates with Salesforce Web-to-Lead. You will need to create a Web-to-Lead form in Salesforce. Once you have done that, you will have the OID you need, as well as the information that you need to map your WP-Members fields to Salesforce fields. You won’t actually use the web form that Salesforce creates, but you will need the information from it so you can map the fields.

Settings

The settings are relatively simple. There are two fixed fields that you will need:

  • OID – this will be retrievable from the web form, it is essentially the API key for your Web-to-Lead form.
  • Lead Source – this is the lead source that the leads will have in Salesforce.

The rest of the fields will depend on the fields you have created and are using in WP-Members.  All of the WP-Members fields you have, both default and custom, will show in the left column. The right hand column will have fields you can enter the name of the Salesforce field.

For the Salesforce field name, use the name of the field from the Web-to-Lead form HTML. Enter any fields that you want the Web-to-Lead form to collect. Leave any others blank and they will not be used.

That’s it! Once you have mapped the fields and supplied a valid OID, new registrations will automatically be entered into Salesforce as new leads.

Get this plugin

You can purchase this plugin in the RocketGeek.com Store.

Reset password with just an email address

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One of the requests I get most often is how can I change the plugin to have the password reset only require the user to give their email address.  This especially comes up when people customize the process to use the person’s email address as their username, since a password reset form with “username” and “email” doesn’t make much sense in that situation.

Continue Reading →

Add a Date of Birth Field with Dropdown Selections for Month, Day, and Year

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I have received a lot of requests in the past for how to add a set of dropdown selections for date and store it as a single user meta value. This is a great example of using the new wpmem_register_form_rows filter hook, a new hook in 2.9, because we can use a single field in the WP-Members Fields tab for the date of birth to be stored as a single meta and use the filter to quickly change the placeholder field to a trio of dropdowns for date selection.

Note: this example requires a some php work, but like all of the examples here, I have tried to make it as “cut-and-paste ready” as I can.  For many, this will work out of the box.  For some, you may want to change the way the date is assembled and displayed (i.e. DD/MM/YYYY). I’ve tried to comment the code snippet as much as possible so you can follow what is going on.  Continue Reading →

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