Application experience on your website
The future member will then have the status "Waiting Approval". A member with this status cannot log into the member space of your site.
Following his/her approval within your organization, he/she will receive a confirmation email (Membership request approved). You will then need to create a membership for him/her, by going to the member details page to add the membership type of your choice. The membership communication system will then be activated and the message "Membership awaiting for payment" will be sent to the member.
In summary, by activating the application approval function, the registration of a new member will proceed as follows:
- Member registration;
- Sending the "Membership pending approval" communication to the member;
- Approval by an administrator and addition of a membership to the member's profile;
- Sending the "Membership request approved" (or "Membership request refused") communication;
- "Membership awaiting payment" Communication sent;
- Payment of membership by the member in his/her profile;
- Validation of the membership according to the configured process
Configuration in the Yapla platform
In order to activate the required approval before allowing a member to join, you must go to Members > Settings > Membership > Validation Process and check the following box:
If you enable the "Approval required before allowing a member to join" option, several other options are displayed. We will detail them below.
It is possible to charge for the step prior to membership. To do so, check the "Payment required" box. The payment will be managed via an object in the Data application, you must select one that has one or more rates.
Use the status "Awaiting confirmation".
If you check this box, you will then be able to offer a membership to the member, in addition to the possibility of imposing it. In the Yapla platform, if you create a membership for a member, you will see the option "Propose" :
Allow the member to modify his membership options
This option gives the member more freedom in terms of the type of membership offered. If it is checked, the member will have the freedom to change the membership options, to make them different from what is proposed. If the option is unchecked, he will have to confirm or not the membership as proposed.