How to fix Memberstack multi-step form authentication when users verify email and complete onboarding across different sessions? Answered
I have a multistep signup/onboarding process.
Step 1: create account, Step 2: verify email,
Step 3: add more user information,
Step 4 (optional): book an enrollment call.
The problem I'm having is if someone creates their account on one window or on a phone, and then opens their email in another place, the Verify Email button will bring them to my Step 3 form, and they will fill it out, but because they aren't logged in that data won't go into memberstack. I tried putting step 3 as gated content, but then the user is asked to log in, and then the log in redirect doesn't bring them to step 3 and instead to their user dashboard. I could change the redirect to point to step 3, but I dont want users everytime they log in to go to step 3. step 3 is only for signup/onaborading purposes. Not sure what to do.
Is there anyway to fix this with redirects or have a user be auto signedin via the verification email?
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9 comments
Hey Felipe, could you send a link to your signup so I can test it out?
I was losing user data, so I ended up turning off verification required to complete sign up. So I still don't know how to do what I described above, but now I'm leaning towards not requiring verification to complete signup, and simply showing an email verification banner at the top of user pages if users aren't verified. Essentially what I was missing from memberstack was a way to have memberstack check if I'm logged in on any given page, then either bring me to the log in page or even more ideal prompt a log in popup, and then on login not redirect me to the regular log in redirect, but to the page I was already on.
Speaking of verification, is there a way to include verification when importing members? Right now if I add a new member manually, they immediately get a verification email, I don't want this since these are existing users with verified emails.
I thought of turning off email verification for a few minutes, importing members, and manually checking 'very email' for each, and then turning email verification on, but I'm worried that when i turn off email verification memberstack will remove verification from all other users, or once I turn it back on it will re-send verification emails to other users. Does that happen? is there a way to import verification in a csv? or whats the best way?
Tyler Bell Is it possible to mark members as having verified emails when importing?
hmm I don’t think so but I can easily add that!
A very niche use case I feel like, but also an extremely valuable one 😊
hey guys, I need some help with one of the signup components that you offer: https://www.memberstack.com/webflow/signup-modal-with-steps
I tried to implement this into my website but for some reason after finishing step 1 you don't get to continue with step 2 but rather you get redirected to the "confirm email" page of my website. Does anyone know how I can fix this so that a user can go through each of the steps before getting redirected to the "confirm email" page?
Also, how can I view and edit the "about you" and the "your bio" page? Because in webflow i can change the slides of this modal.
Heres my site: https://preview.webflow.com/preview/blaze2?utm_medium=preview_link&utm_source=dashboar[…]2&preview=348ca9c2f739f42dc9bf0ab8d0cea97d&workflow=preview
This bothered me also, just change next page's URL in the form below and it should take the user to this page AFTER they click on the verify email button in the inbox.
Hey Felix Gräf, I can see the profile details page which is the first step page of the signup. However, as per the examples I shared in the previous message, I am not able to see the next two pages which you will be using for about you and options stage of the signup flow. To give you some more detailed example, when you clone this component, you can see that there are 3 pages setup. This component is not a multi-slide based signup form, its a multi-page based instead.
So each step has its own page altogether, so on the On Signup URL redirect for the plan that you are assigning each user by default, you have to set the redirect URL to the 2nd step's page of your signup flow. I am showing some screenshots for reference, let me know if you have any questions.
Screenshot #1 - 3 pages available in the cloneable.
Screenshot #2 - Success page (which has the About you form)
Screenshot #3 - Options page (which has the Option form)
Screenshot #4 - Default redirect on signup is set to /success (which is the about you form page in my dummy site)
So essentially you have cloned the first step of the signup flow in the profile details page, but you have to create two more pages and can copy paste the forms from the Success and Options page available in the cloned component site. And then have the signup redirect for the free plan you intend to provide the user as /success or the URL of the page where you copy paste the about you form.
Also regarding your second question, if you check the cloneable component that you shared earlier, it has three pages for each section of the form and its not a slider based setup. So in that setup, there is a 'Home' page which has signup form, a 'Success' page which has the about you section and an 'Options' page which has the Options section of the form. So if you have those pages setup, you can edit anything in the form as usual.
Also make sure you have these pages setup and set the redirect of the plan to /success or the page URL that has the About you section in your site.
Hope this helps.
Omg okay now I got it 😂. Thank you for patience A J Big help like always 🫡 🙌
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