Backlog Request: Members Area Sign up Settings and function Improvements

[Rhatch]

Here are some thoughts on improving the Members Area Settings and Signup. Please add your thoughts and suggestions.

Issue:

• Members Area Settings are in too many places. Members Area, Settings > Misc, and Form Settings.
• Email Verification is not sent if “Enable email verification flow” is not checked in the Settings > Misc But “Send Confirmation Email Notification” is checked in Form Settings.
• If Enable email verification flow" is checked in Settings > Misc, then “Send Confirmation Email Notification” Must be checked in Form Settings, but is not required to be. This causes issues.
• Can not control the Members Area independently.

1. Members Area Settings Change

Move global settings to the specific Member Area to allow for flexibility (e.g., one Member Area requires verification, another does not).

• Remove “Enable email verification flow” and “Remember Me Lifetime” from Settings > Misc > CRM Settings.
• Add these fields to the Members Area > Details page.

2. Form UI/UX Improvement

Prevent human error by using conditional logic in the Form builder.

Form Settings:

1. Hide “Send Confirm Email Notification” and “Send Member Area Login Details Email” by default.
2. These options only become visible if the user selects a specific Members Area in the form configuration.
3. Based on settings in the Members Area

• IF Selected Members Area has Enable email verification flow = TRUE:
• THEN Send Confirm Email Notification is Checked AND Disabled (Greyed out).
• You cannot have a verification flow without sending the email.

3. “Soft” Login Verification

Currently, the system uses Hard Verification: The user cannot log in until they verify. The current Soft login does not send the verification email.

Add Soft Login with Verification:

• The user can register, receive a verification email, and log in immediately without clicking the link.
• It reduces friction for the user. They aren’t immediately blocked from the content.
• Requires the system to still send out the email verification if the option is selected in the form settings.

4. Frontend Requirement: Liquid Data & Notifications

To support the “Soft Verification” mentioned above, we need a boolean exposed in the current member object (e.g., {{ request.currentmember.email_verified }}).

• TRUE: The user is verified.
• FALSE: The user has not verified.

Add the ability to resend the confirmation email from the front end.

Use Case Example: This allows you to create a conditional notification bar on the website:

{% unless request.currentmember.email_verified %}
<div class="alert alert-warning">
Please verify your email address.
<button onclick="triggerResendVerification()">Resend Email</button>
</div>
{% endunless %}

[Adam.Wilson]

All sounds great to me @Rhatch

With your suggested changes to the “Enable email verification flow” settings, it would seem to me that the “Send Confirm Email Notification” checkbox in the Form Builder would then not be needed at all. Even with the “Soft verification”, I don’t see a use case where not sending the verification email from a registration form would be needed if you have “Enable email verification flow” turned on.

Keeping the “Send Confirm Email Notification” checkbox in the Form Builder would actually create more confusion in cases where the registration form is subscribing to multiple Member Areas (which could have different settings).

If moving the global settings into each individual Member Area settings, this could cause some complex situations (depending on the setting). Perhaps some settings should remain global.
Particularly, the “Remember Me Lifetime” setting, as having different session times for multiple zones that a member could be subscribed to would not be ideal.

We do already have the IsEmailVerified property in the CRMContact component. However, including it in the currentmember request object, as you’ve suggested, would make it more accessible, especially if GDPR settings are turned on.

Thanks for putting the time into detailing this @Rhatch.
If anyone else has thoughts on this from experience using the Members Area feature, please share them here for discussion.

[Rhatch]

@Adam.Wilson All good points. The “Send Confirmation Email Notification” could be moved to the Member Area Details Page, possibly as well. You would then have three sign-up options. Verify before login, verify after login, or no verification at all. As you mentioned, I also don’t know why you wouldn’t want to verify the email.

I started thinking about all this because I didn’t think the settings were intuitive or worked together as intended. What if the settings are moved out of the Settings > Misc. and added to the Members area page under Edit Settings? Like illustrated

[Taras]

Thanks, @Rhatch
It’s been added here: Members Area Sign Up Settings and Function Improvements
Feel free to suggest any edits or additions.