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User Workflows

New Member Registration

Using the Member Manger or Member Manager Pro plugin, new members can register, pay for their membership and join your newsletter all in the same place, on your website.

Happens Automatically

  • Listing gets created in Business Directory.
  • CRM/People record is created & connected to Directory listing.
  • WordPress user record is created & connected to People record.
    • User assigned subscriber role. (using Member Manager or Member Manager Pro plugin)
    • User assigned Business Editor role. (using Member Updater plugin)
  • User is added to newsletter list (if they opt-in)
  • User receives email confirming successful submission.

Recommended User Workflow

  • Send user a welcome email encouraging them to start engaging with your organization. For example, include a link to your upcoming events calendar.
  • Send user an email once their listing & People records have been published – they can now edit their listing.
  • Send user login link.
  • Send user the link to their Business listing, encourage them to update their listing by adding a description, featured image and social media links.

Register one or more Editors for a Business

Happens Automatically

Using the Member Updater registration form:

  • User is automatically connected to an existing Business.
  • User receives email confirming successful submission.
  • Business billing email receives email confirming registration of new Editor.
  • Site admin receives email confirming registration of new Editor.

Recommended User Workflow

  • Site admin confirms with Business that the new Editor has been added and is ok to publish.
  • Send user and email when their listing & People records have been published – they can now edit their listing.
  • Send user login link.

Looking for admin workflows
Want to see a new workflow?
We’re adding new information all the time. 
Use the ‘Request a Feature’ button to let us know the workflow you’d like to see!

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