FluentForms Integration with FluentCommunity
Hello,
I want to create 5 different FC registration forms, each one providing access to a specific group of spaces. I have created the form in FluentForms, turned on the Fluent Community Integration Feed, and when I try to use the form, the info gets put into FluentForms but no access to FluentCommunity works. I can't even login or authenticate and redirect to the community. So I'm confused how to make custom registration forms that provide access to specific spaces work. Is there documentation or can anyone help me with this?
My whole community strategy relies on being able to send specific groups of people a signup form that will provide them access to a specific space.
Thank you
Mark Palmer this may give you some ideas for how to use fluentform and fluentcrm automation to provide access - https://www.youtube.com/watch?v=23NWCNFJ1ko
Do you need five different forms, or want five different forms? Fluent Forms is incredibly versatile. You could let people self-identify with something like a Radio Button, so they can only select one option. Then you can provide access to spaces based on their selection. You could also allow multiple selections and grant access based on their selected options.
Initially, I want to send emails to students who have taken a specific class which will determine the space they have access to. If I create a form where they self select, then I'd have to validate they actually took the specific course and not sure how I could do that in real time. But that is something I would like to do...I'd love to have 1 form that allows folks to self select the spaces they want to join. William, how would I configure Fluent Forms to do that?
Mark Palmer You have the same problem with validation, whether they self-select on one form or fill out one of five separate forms. What prevents someone from filling out a form to access a space for a class they haven't taken?
If you only want them to select one class space, use a Radial button to enumerate the different classes on the form. They can choose only one. Use that input result in your automation.
William Beem My email list is already segmented by course type. So if I send everyone to one main form where they self-select, then they may choose the wrong class and get access to that space and I want to prevent that.
By having a separate unique form that I can send out to those certificants, they would automatically be added to that space customized for that certified community. In other words, you get access to the community space for your particular certification and there will be an all-access space for anyone. To your point, anyone could forward the form to a friend, so it's not perfect...but I'm not sure how else to do it but open to any suggestions or ideas.
If you have segments, then you don't need a form. Use FluentCRM automation to assign them a form based on the segment. Let's say you build it based on adding a tag for access. Call the tag "Access - Course 1" as an example.
When they get the tag as a trigger, have the automation grant them access to the course as the action. Test it out. When you're sure it does what you want, give the access tag to everyone in the segment.
William Beem Thank you, my friend...the triggers are all new to me, but I'll experiment and see if I can get it working. I still have all of my students in an excel spreadsheet and one of the fields is "Class Type" and that was how I was planning on segmenting the email campaigns. I haven't imported anything yet because I'm trying to get this all figured out so I don't mess anything up. :)
Mark Palmer You could export the students from Excel in a CSV and import them into FluentCRM. I'd do it by Class Type. Create a List for each Class Type and import them so they're part of it. Once that's in place, you can do what I suggested above and tag everyone in the list with your access tag.
William Beem Awesome, thanks so much for your advice. I'll give it a shot, and if it's ok, ping you directly if I run into a snag. I appreciate you, William!
Mark Palmer Sure, let me know and I will help if I can.
William Beem I'm trying to get the 1 central login form to work first before trying everything else. What I'm missing here is how are they getting logged into the portal from the FluentForm. I have the automation working so when they fill in the FluentForm, they are added to FluentCRM with the correct tags which are also configured and mapped to the right spaces within FluentCommunity, but there's no login or redirection into the community after filling the form. It seems like I'm missing a step somewhere...with my FLuentForm, I'm having them fill in First Name, Last Name, Email, and Password, but then how is that being used to log them into the community and access the spaces. In the video up top, I saw a couple of plugins but wasn't sure if I needed FluentAuth to do this. I didn't see FluentAuth required in any of the other documentation.
If I use the default FluentCommunity Login forms, it sends the email for the 2FA and then once you enter that code, it sends them directly into the community. So if I don't want to use the default login forms, do I need FluentAuth?
Mark Palmer I just replied and screwed something up, so I'm trying again. I'll do each step in a different reply.
Step 1: Make sure the form has a field for an email address. A WordPress user must have a valid email address. So you can check that it's valid in the settings for the email field. See screenshot.
Mark Palmer Step 2: Go to the Settings & Integrations for the form. Scroll to the bottom of the column on the left side and click on Configure Integrations for this display. You'll see the other WP Manage Ninja products installed on your site, and also the WordPress User Registration. Enable whatever you want, but be sure to enable the User Registration.
Mark Palmer Next, you're going to map the form fields to the user registration:
Step 3: You need to configure the User Registration settings.
The screenshot below has even more settings, mostly checkboxes, to configure.
Give it a name and select User Registration from the dropdown on the second line.
Then, map the fields from the User Registration requirements to the fields on your form. They may have the same name, but some people use different field names.
I ask for a preferred Password on my form, so you can see I'm adding that via parameter from the form field to the User Registration field.
Those last three lines use variables. Each of them are dropdown fields that have the parameters available for you to use. So you could put their full name on one line, or do like I did here an put them in separate fields. I prefer that method, especially since this is also going to FluentCRM.
Select the radio button option for the type of user (Subscriber, most likely) and then check the fields below for what you want.
Fuent Forms will check WordPress to see if an email exists already and tell the user. You could then prompt them to get a password reset or select another email.
Not seen on this screenshot is a form validation option so it will NOT create a new user if the email already exists in the database.
Hope that helps. I am not using a FluentCRM automation to create the user. Fluent Forms does it in my workflow.
William Beem I'm inside of FluentForms and User Registration is not in the list for Add New Integration...is there a setting somewhere else I need to check to ensure it's available here?
William Beem Ah, it's a pro feature. I'll go ahead and upgrade...I didn't realize I needed it till now. I'll then keep following the instructions. Thank you!
Mark Palmer Ah, yes. I've had the Pro version so long that I don't even think about the differences anymore. Fluent Forms is a very robust and versatile tool. You can do a lot with it.
Since it integrates with Fluent Community, you can add users to a space when they complete the form. Here's a screenshot for that.
hello, just want to ride on this, if i just want the user to register via fluent form and they will have access to the fluent community, i do not need to purchase fluent form pro version for User registration feature? or is there a need to have it linked with the wordpress login?