Adding a 'e-sign' document Answered

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  Julian Galluzzo

  • May 26, 2023 22:58

  The easiest way would be this IMO:

  1. User clicks to get a plan
  2. They are redirected to jotform with e-sign
  3. Only then will the jotform redirect them to the create account/payment link

  This way, the payment link is virtually inaccessible until they sign

  There are likely more elaborate and "proper" ways to do this, but to me this sounds like a quick and effective solution

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  Josh Lopez

  • May 26, 2023 22:58

  good idea Julian Galluzzo ! Another idea would be to let members signup without a plan then take them to the jotform, then take them to a page where they can upgrade/add a paid plan. You might also be able to use some custom code to update a custom field on the member like “jotform-submitted” to keep track of what members have completed. If a member has completed the jotform and they dont have a paid plan you could contact them to upgrade.

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  Julian Galluzzo

  • May 26, 2023 22:58

  Agreed with Josh! Definitely a more secure option

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  Dave Rajan

  • May 26, 2023 22:58

  Thanks team, It's kind of solution I was looking for!

  Hey Josh-Lopez so was stuck after zapier step,
  Flow I kept is when user clicks on plan CTA, redirects to the jotform, when they submits it, via zapier, I updates a custom field : User consent received [success here ✅ ],
  now I want to remove the jotform URL from Plan CTA & add a data attributes only if custom field = User consent received
  this might be not directly related to memberstack but looks like I need to check member's custom field via some JS code, is that possible?

  

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  Julian Galluzzo

  • May 26, 2023 22:58

  Hey Dave Rajan, you're saying you want to hide the button if the user has that custom field set, correct?

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  Dave Rajan

  • May 26, 2023 22:58

  reverse basically,
  when a custom field has the value (in my case, I updates a custom field via zapier)

  so when value is there, I want to show the payment button, or else redirect user to jotform embeded form.

  Just found this article, is that something I can use it? https://docs.memberstack.com/hc/en-us/articles/11264724752667-Display-Elements-Based-on-Custom-Fields

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  Julian Galluzzo

  • May 26, 2023 23:05

  yep! Exactly this

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  Dave Rajan

  • May 26, 2023 23:05

  looks like it's not working for me

  

  

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  Julian Galluzzo

  • May 26, 2023 23:05

  Is the problem updating the custom field, or doing something based on that value?

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  Dave Rajan

  • May 26, 2023 23:08

  Doing something based on the value.

  so for example, I have like 40+ Plans of gym memberships.

  to make payment for any plan, user should required to fill up the Jotform regarding their basic info & T&C to agree.

  I created a zapier automation, when user fillsout that form, I updates the Custom field as user submitted

  but when use this code, it's not working for all since ID's are multiple then inside the CMS

  
  https://fitness-factory-e69a74.webflow.io/memberships/gym-membership

  Works for 1st ID

  

  

   

  Made some changes to select all classes instead of IDs since in CMS, there is no way to select via unique IDs

   

  // paste in body of global site scripts
  function conditionallyRenderElement({ key, value, className }) {
    let element = document.querySelectorAll(className);
    element.style.display = key.includes(value) ? "block" : "none";
  }
  
  window.$memberstackDom.getCurrentMember().then(({ data: member }) => {
    if (member && member.customFields) {
      let key = member.customFields["waiver-signed"]; // EDIT THIS
      // the value of the custom field you want to check for
      let value = "yessigned"; // EDIT THIS
      // className of the element you want to show or hclassNamee conditionally
      let className = "jotformcta"; // EDIT THIS
      conditionallyRenderElement({ key, value, className });
    }
  });

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