Registration: Build a custom Registration process

Many organizations would like to build a more customized registration process. For example, some would like their members to register, sign up to various email lists, and then proceed to a fundraiser/store to purchase a pre-defined membership fee. If this is something you’re interest in doing, please read on!

Step 1: Make sure your email lists are up to date and the subscriber form is accurately reflecting what you’d like to offer your membership.

Step 2: Make sure your Membership Fee fundraiser is up and running.

Step 3: Create a custom registration form using the Forms module and direct successful registrants to your newsletter subscription form page (varies by organization).

Step 5: Forward successful subscribers of your email lists to your Membership Fee fundraiser store. We recommend adding a link/button on the subscription form page that a user can click to go straight to the membership fee page without subscribing to an email list.

Step 6: Contact [email protected] to let them know you have done the above steps and that you would us to turn off the default registration page (doing this will allow the front-end Sign Up button to take your prospective member to the right registration page.

Q: Can I set a directory so that only paid members can view it?

A: Yes, but you’ll need to setup a meeting with PTOffice support to setup the remaining components of this process at this time.