How to assign Memberstack plans based on Webflow form checkbox selections during onboarding? Answered
Can I put someone in a specific plan in Memberstack based off of the checkbox or radio selection they make during an onboarding form in Webflow?
Can I put someone in a specific plan in Memberstack based off of the checkbox or radio selection they make during an onboarding form in Webflow?
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Uhmm, if is an onboarding form I should assume the user has already signed up, right?
There are a couple of ways you could do it. You could use Make, you could use Javascript to change the plan attribute when they switch the button, before submit.
And also you could use the plan attributes, this component has the particularity that they assign the plan on click..
https://docs.memberstack.com/hc/en-us/articles/19394955714459-Managing-Member-Plans-with-Data-Attributes and you can manage the toggle (removing the other plan) with Plan Logic
You can watch this video that talks a little more about using the buttons with data-attributes, to see if it fits your use case https://www.youtube.com/watch?v=4-KO_k3-JRY
Hey Spencer Moser, are you looking to add a free plan or a paid plan? If its for a free plan you could use the data attributes / some automation via Make and add the free plan based on the radio button / checkbox value stored in the custom field for the member.
But if its a paid plan, I believe there is not a straightforward implementation for this yet like adding data attributes and being able to handle the plan assignment via stripe checkout directly on the site.
However, if this use-case is important for you, and its a paid plan. a workaround could be that you store the checkbox or radio button info in a custom field for the member when they fill the onboarding form and have a workflow via Make / Zapier to send them an email with a plan specific checkout link (which can be decided based on the custom field which stores the selection). This article is a helpful resource to know how to create those dynamic checkout links to be sent to the user.
Hope this helps.
Yes, so it's after they already signed up and it's a bunch of free plans. So based on the video, looks like I just need to add the plan ID as an attribute to the checkbox/radio selection? Then it will put them in that plan? Is it that easy? Raquel Lopez A J Thanks for your awesome responses!
I added this attribute to the checkbox. Is this what I need to do?
Yes, I gave you the easiest path 😅
And yes, that's how it works. Let me know if it works good for you. Because like I said, whenever you click the plan, it gets added and will redirect you to whatever URL you have configured for that plan (so it will act like a button instead of a checkbox). So try the whole path and let us know if you have any issues
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