membership Sign-up Steps

By Jason - September 16, 2013

Hi Jac,

Yes, you can set up a multi-step signup process.  In the past when we've set up systems like this, we take the approach where the actual user record is create in the first step (ie, choose a relation status).  The user number of this new record is passed along to each of the additional step, updating the record with more information in each step.  On the final step, we trigger sending off the welcome email letting them know their account has been created.

Hope this helps get you started.  If you run into trouble or need help setting up a complex signup process, please send an email to consulting@interactivetools.com and we can go over some integration options.

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Jason Sauchuk - Project Manager
interactivetools.com

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Hi jason

Souns good.

Yes. I am planing to send an email to consulting@interactivetools.com 

thanks a lot!

jac

-Jax H.