How to update custom fields for existing members in Memberstack when they register for a new plan? Answered
Hi guys, I’m currently running into an issue where my custom fields info doesn’t get added for all members to Memberstack. It does get added to new members (e.g. non-existing members in Memberstack) but doesn’t show up for members that already were present in Memberstack (but now have registered for another plan). They use the same registration form and have filled out all the fields (they’re also all mandatory). Hope this makes sense!
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Hi Christy, did you add the custom fields to your signup form after some members already signed up? I’m assuming that’s the case if it’s working for new members but not existing members.
For existing members that did not fill out the custom fields during signup, there are a few options for them to fill out those fields.
Hi Tyler, thanks for getting back to me so quick!
I created a new registration / signup form for this, and we launched it yesterday to the public. It’s a new page and form from last year’s, so I’m not sure if this is what’s causing the error.
Ah so existing members, even if they register for a new plan, can’t fill out the signup form again. At that point, they are already signed up.
So for existing members to fill out newly added custom fields, they would need to do so using one of the methods above.
Okay, thank you for explaining! I’ll look into these methods. Any way to make them mandatory? 😀
Duncan from Memberstack might have a good answer for this.
Off the top of my head, I’m not sure what the best way is to make them mandatory for existing users as well.
Christy Lammerink Couple of questions:
Lots of assumptions there so I’ll wait to hear back.
Can you share a link to the form? I can be much more helpful with that in hand 🙏
Hi Duncan from Memberstack, thanks for getting back to me. Answering your questions:
You can find the form following this link: https://www.alveary.org/register/family-membership
Thank you!
Hi Duncan from Memberstack, thanks for getting back to me.
I’m essentially looking for a way to make existing users sign up for a new membership by going through a form with mandatory information fields. So ideally, I’d have the information before they check out.
The user journeys would look something like this:
New user
Existing user (currently on a 2022-23 plan)
Okay got it! If a member is already logged in and goes to complete that signup form they will launch the checkout as soon as they click on the form.
Solution 1: Set the signup redirect for the paid plan to be an onboarding form where you can collect the required info.
Solution 2: Add a … see video
https://docs.memberstack.com/hc/en-us/articles/7384849448091-Getting-Started-with-Plans-Prices
2.5min video with some questions and next steps https://www.loom.com/share/2cb65f6214b44d7791b5540dfe37c08e
This is super helpful 🙏
Once someone has an account with a particular email address signs up they won’t be able to sign up again. Instead, they’ll need to log in and fill out what is essentially a profile form or an onboarding form instead of a signup form (step 1).
I recommend reading this article to see if it sparks any ideas.
After the user updates their account info (step 2 & 3) you can redirect them to a page with the upgrade/checkout button which will launch the checkout (step 4)
To make this a good user experience for new and returning users I recommend keeping your signup form as short as possible and then use the onboarding form to collect all of the additional info.
Hope that makes sense - if not do let me know!
Thank you Duncan, this is very helpful. I’ll provide with my client with some options to see what solution fits best. Thank you for your help
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