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Creating Multiple Membership Types

This tutorial describes how to have multiple sign-up forms with different questions. It also describes how to show different profile and listing pages depending on user's profile type.

Step 1: Define Common Questions for All Profiles

No matter what your profile types are, there will probably be some common questions on each sign-up form. For example: User Name, Password, E-mail, First Name, Last Name, etc. All these questions are common for each profile type so we need to have them in the regular profile form. No need to re-create them.

Let's say we have a Business related web site and we have two types of users Employees and Employers. Obviously, there are different questions for each user type. So how we are going to do this? As I mentioned before we need to collect all common questions in default profile form. Profile form already has most commonly used questions. You don't need to change it at all. I'll list these default questions anyway.



Default Profile Questions
Question title Question Name
First Name
firstName
Last Name
lastName
Username
username
Password
password
E-mail
email
Address
address
Country
country
State
state
Profile Picture
profilePicture
Account Name
accountName

As you can see all questions are common for all profile types. If you need any other common questions (such as age or gender) for all users you can add them to the profile form.

Step 2: Add User Type Specific Questions

You should also add fields specific to a particular user type to your profile form. Here is the list of questions in our example:

Employee Profile Entry
Employer Profile Entry
Question title Question Name
Proficiency
proficiency
Experience
experience
Department
department
Skills
skills
Question title Question Name
Company
company
Speciality
speciality
About your company
aboutCompany

Once you added these questions, click on them on the form editor and set their "Display On" property to "None". This will make them invisible on sign-up and update-info forms for now.

Step 3: Create Sign-up Forms

Our next step will be to create separate membership sign-up forms for each profile type. We will create an "employee_signup.html" page under the profile folder and put this code in it:


    {SET:accountName:employee}
    {FORM:profile:SHOW:proficiency,experience,skills}

When you publish your site, this will create a new sign-up form with default question and the additional questions for the employee. Now, let's do the same for the employers. Create a "employer_signup.html" file under the profile folder and put the code below:


    {SET:accountName:employer}
    {FORM:profile:SHOW:company:speciality,aboutCompany}

Step 4. Create Update Forms

Open "profile/profile_update.html" and change it to this:


    {IF:accountName:employee}
    
        {UPDATEFORM:profile:SHOW:proficiency,experience,skills}
    
    {IF:else}
    
        {UPDATEFORM:profile:SHOW:company:speciality,aboutCompany}
    
    {IF:end}

Step 5: Prepare the profile page

Employers and employees will have different information posted on their profile page. Let's do that using Memberkit's IF tags.
Here is the example:



    {IF:accountName:employee}
             Proficiency:          {proficiency}
             Experience:           {experience}
             Skills:               {skills}
    {IF:else}
             Company:              {company}
             Specialty:            {specialty}
             About your company:   {aboutCompany}
    {IF:end}

        

Step 6: Add Account Types

If you would like enable/disable various pages to particular member type, you should also add account types to the main profile account types table. To do that go to "Content Manager" on the left side and open Profile - Account Type grid. Then add "Employee" and "Employer" fields.

That's all. You now have multiple sign-up forms and profile types.


Tags: profile membership type
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