Add primary and secondary group memberships on registration?

[mcsg]

Is there any way to control what group memberships are added at registration?

Of course, on registration, any joining user will get the MEMBERS primary group ( ID 3, I think). Is there a way to add them to other secondary groups?

[Adriano Faria]

 

[mcsg]

@Adriano Faria Thank you. Will this allow an ADMIN to set a particular secondary group?

We don't need the user to select the group, but we do want user placed in a secondary group with which we can use group promotions after a period of time.

[Adriano Faria]

1 minute ago, mcsg said:

We don't need the user to select the group

Oh no, I misunderstood. This one will allow members to choose among pre selected groups by admin on Admin CP.

[Morrigan]

@mcsg use group promotions. That's what I do. I auto add a special set of permissions that allow for posting in sections that I don't want PBR to work in.

[mcsg]

@MorriganI didn't realize that group promotions work on signup/registration. I'll check that out. Thank you.

[Morrigan]

Since it works when the account is changed at any time it also works on registration.

I add two groups to my members when they register:

1. New People - Which gives them special blocks for the first week of their time on my site. A little extra guidance etc.
2. Prospective 2 - Which gives them the ability to post in the places I don't want guests to PBR on.

[mcsg]

@MorriganI was just looking at group promotions. How do you set the criteria so it will work on registration? "Less than 0 days ago"?

We have a group promotion that looks at anyone in a primary group for 7 days and then moves them to a different group.

 

What we're trying to achieve is giving them a secondary group on registration, then changing it after 7 days if they haven't converted in some other way (like a purchase)

 

[Morrigan]

I choose the group that they are in by default. I choose Less than 7 days (at least for mine it can be less than one days) and it will add it. You can always remove the secondary group on all other promotion/group changes even if they don't have it. The removal just checks to see if its there and if it is it removes it.

So in your case:

• Less than 1 day
• In Members group
• Add Secondary Group

Then when they get moved etc either via promotion or purchasing a subscription you should be able to remove the secondary group. If the subscription doesn't let you remove it then what you do is you add a group promotion rule for the subscription groups that removes it:

• Is in Subscription group
• Remove secondary group

That would remove it the moment they subscribe etc.

[mcsg]

@MorriganThank you! MIND: *blown*

Set up on our test server, the new registration was added to the Primary group (members) and secondary groups in the Promotion. Nice.

Now to see if the new user gets changed after signup. I set at joined after 1 day to see if it works as expected.

Thank you!!

[Morrigan]

18 minutes ago, mcsg said:

Now to see if the new user gets changed after signup. I set at joined after 1 day to see if it works as expected.

Just note that promotions only run on account change. Which means that if something doesn't trigger a member update it won't run this promotion. It can be anything (log in, log out, update post count etc).

[Daniel F]

You wanna probably take a look at following file which is IMO the best enhancement here 

 

[mcsg]

Thanks @Daniel F but I think that app is for users to select their own public groups?

I'm hoping to manager their group associations behind the scenes both on registration and with certain events in group promotions.

[mcsg]

23 hours ago, Morrigan said:

Just note that promotions only run on account change. Which means that if something doesn't trigger a member update it won't run this promotion. It can be anything (log in, log out, update post count etc).

I'm trying to figure out what triggers the initial group promotion to run.

I have 2 promotions:

On registration looks like this:

Moves Primary and Secondary to add group TRIAL

When I register from guest, then validate the guest email as the guest, the On registration Group Promotion never seems to run because the Member list does not show the secondary groups.

I log out and back in as the new member, but the Group Promotion does not trigger to add the Secondary group.

If I open the member in the ACP, it seems to trigger the Group Promotion, but I don't want to have to do that for every new member, of course.

Is there not a scheduled task or similar that runs from the cron job that touches all these accounts to check for promotions?

Or maybe I'm missing something in the Group Promotion configuration?

 

[Morrigan]

So what is in that first rule?

No scheduled tasks and logging out/in should trigger this as per @bfarber's constant reminder that it does.

Mine secondary group promotion works upon registration. I'll show you here:

 

(I apparently really need to fix those colors lol)

Note it hasn't even been approved yet and it already has my 2 secondary groups.

 

[mcsg]

5 minutes ago, Morrigan said:

Note it hasn't even been approved yet and it already has my 2 secondary groups.

I was thinking that it didn't work unless I clicked into the account in the ACP, but I see now (thanks to you!) that it is working, but but displaying as I expected:

I created a new account as a guest and saw this in the Member List. No secondary groups listed for mcheck+trialpromote

 

But then I waited for a bit and then looked at the member record:

And saw this from 4 hours ago (at the bottom of the log)

So it did work, but the secondary group does not show up on the Member List!!

 

So now the question is, why do some Secondary Groups show on the Member List and other do not?

Perhaps because they are added via Purchases or manually? Not sure.

Either way, thank you @Morriganfor helping us understand this (hidden) feature!

Now I will see if the other Group Promotion runs and changes the Member to TRIAL EXPIRED after a day (The other Group Promotion in my list)

 

 

 

[Morrigan]

They should but I guess I’ve never looked there. That more sounds like a bug.

[Jon Cross]

Is there any way to use this so that it works if a certain custom field is filled out at Registration. 
I'm just looking to do a rule where if custom field A includes content then put user in this Member group.
Is that possible?

[Morrigan]

It would have to be "specific content" because I believe it uses an equals but yes:

[mcsg]

On 3/22/2021 at 12:16 PM, Morrigan said:

So in your case:

• Less than 1 day
• In Members group
• Add Secondary Group

Then when they get moved etc either via promotion or purchasing a subscription you should be able to remove the secondary group. If the subscription doesn't let you remove it then what you do is you add a group promotion rule for the subscription groups that removes it:

• Is in Subscription group
• Remove secondary group

That would remove it the moment they subscribe etc.

I have been trying to get this right and I just can't seem to nail it.

I have set up the first rule and it seems to work, moving new MEMBERS group, joined <1day ago, to a TRIAL secondary group.

But when the user purchases the product that moves them in to the PREMIUM group, I cannot remove the TRIAL from secondary according your second rule above.
Products do not allow you to *remove* secondary groups as a benefit, only add them.
And, I think because of the highlighted part here, group changes from products do not run group promotions...

 

 

[Morrigan]

That could be accurate. It may need to be a feature request that there is something custom there. I know that in the next version trial versions like this should be less necessary as it will have a proper trial subscription.

I'd actually say to tag @Jordan Invision for more clarity on possibilities.