2 | Anonymous Member Details On Sign Up

This article outlines the onboarding process,  and the flows that may display to members in the app. This feature streamlines the onboarding process making it simpler for members to login.   Prerequisite People Privileges will need to be enabled People "User Roles" Panel Privilege Flags: "People" Anonymous Member Details On Sign Up This functionality streamlines the onboarding process by requesting only essential information to create an account. It's valuable for quick onboarding without overwhelming members with excessive input requirements.

Prerequisite

• People Privileges will need to be enabled
• People "User Roles" Panel
• Privilege Flags: "People"

Anonymous Member Details On Sign Up

This functionality streamlines the onboarding process by requesting only essential information to create an account. It's valuable for quick onboarding without overwhelming members with excessive input requirements. With this enabled, only email and password fields are active in the signup forms for all onboarding processes, including match account creation. This feature, combined with a Call to Action (CTA), facilitates gathering additional member information at later stages rather than immediately. This approach allows businesses to collect member data without hindering the signup process. It is beneficial in scenarios where a member is waiting in line to place an order and is offered a discount through the app. They can swiftly sign up before being served, enabling them to redeem the discount promptly and without causing any distress to the customer.

Backpanel

Enable Anonymous Member Details On Sign Up

To activate this feature, follow these steps: 

1. After Logging into the backpanel, click on People in the side menu. 
2. In the dropdown drawer, select Tiers & Membership. 
3. Click the Signup Field tab.
4. Tick Use Anonymous Member Details On Sign Up, located near the "Signup field settings" heading.
5. Click Save in the bottom right corner. 

App

Within the app the onboarding processes will differ slightly from the normal onboarding flow. When members select signup, they will be directed to a signup form displaying only email, password, and password confirmation fields. After completing the form and pressing continue, they will proceed to email verification. Here, they must click the link provided in the email sent to them. Upon doing so, they will return to the app, and their email will be verified. On the email verification screen, they also have the option to change their email address or resend the email. This approach can be combined with the login OTP feature for streamlined onboarding.

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NOTE: First name and Last name is populated with a default value in Myplace and Bepoz. The members will not see these values but admin will be able to via Myplace backpanel and Bepoz backoffice.