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The Member Experience

 

Overview

Throughout the setup of your site it's common to wonder how your members will experience your site. This article is dedicated to the member experience - the interactions your end users will encounter - from creating an account to reviewing their receipt.

 

Accessing Your Site

To begin, your members and participants will need to know how to access your site. Your site, at least initially, is available via {club-prefix}.uplifterinc.com. This may change if you update your DNS. If you are unsure of the URL members should access please reach out to our support channel.

 

Making An Account

The initial creation of a member account can be completed by either selecting the Login option along your main menu, or by selecting Register on any registration page of your site.

Note that existing sites can disable the need for an address upon account creation via Settings > Global Settings > Notifications & Messages > Account Creation Settings > Check-L.gif Disable Signup Address Fields. Sites created after 2019-05-09 will have the address requirement disabled by default.

From The Login Page

  1. Navigate to Login
  2. Fill in the First Time Registering? form

Login-Option.gif

From the main menu a user can select the Login link. This will bring them to a dedicated account creation/login page. Here they can fill in the First Time Registering? form to create a member account.

From The Register Button

  1. Navigate to any registration page
  2. Select the First Time Registering? tab
  3. Fill in the First Time Registering? form

From any registration page on your site a user can select a Register button next to a program listing. This will prompt a system pop-up window with the creation/login forms. Here they can select the First Time Registering? tab and fill in the form form to create a member account. This process will then prompt the member to create their first participant profile as well.

Register-Option.gif

Note that existing sites can enable the login pop-up via Settings > Global Settings > Look & Feel > Navigation/Links > Check-L.gif Enable Login Popup. Sites created after 2019-05-09 will have the login pop-up enabled by default.

These processes generates a Member Account. Member accounts are attached to payments and invoices. You can review your member accounts from the admin side via People & Accounts > Member Accounts.

 

Accessing Their Account

  1. Select their name

Learn More

Once logged into your site, users have access to their own account, offering them a plethora of information. This can be accessed by selecting their name at the top of your site's pages.

Accessing_Their_Account.gif

Help! My Member Forgot Their Password

On the login page there is a link, 'Forgot your password?'. Should users have troubles recalling their passwords it is best practice to direct them here to use this link. As a secondary fallback admins can also navigate to the member's account and Edit Edit-L.gif their information. On this form an admin can set the user's password on their behalf.

Please note, if you pursue this method you will want to strongly encourage your member to reset their password after successfully logging in. Please see our article Members for more information on this process.

 

Adding A Participant

  1. Select Add-L.gif Add New Participant
  2. Fill in the participant form
  3. Select Add-L.gif Add Participant
  4. Repeat steps for each participant desired

Learn More

Immediately after creating their member account users will be taken to the Participant page of their account. If they are returning thereafter they can access this page by selecting their name at the top right, then choosing the Participant menu item. To create a participant they need only select Add Participant and fill in the form.

Adding_A_Participant.gif

This process generates a Participant Profile. Participant profiles are attached to registrations. You can review your participant profiles from the admin side via People & Accounts > Participants. Please see our article Participants for more information on working with participants.

 

Interacting With Their Account

Members have many ways they can interact with your Uplifter site. From adding participants and registering to handling payments and inviting other members. For more information on the various functions on the member's account page please see our article Members: Member Accounts.

 

Making A Purchase

  1. Navigate to a registration page or product/subscription page
  2. Click on the Register/Add To Cart button for the desired product
  3. Continue shopping or click View Cart
  4. Follow the checkout prompts to complete checkout

Learn More

After creating an account and adding participants (though participants are not necessarily required for all purchases) members can navigate to your Registration page and/or product/subscription/ticket page. Here they can add items to card by clicking on the adjacent "Register" or "Add To Cart" button for the desired product.

Checking_Out.gif

Once content with the items in their cart they can select View Cart from the shopping pop-up, or select Shopping Cart from the main menu of your site, next to their name. From the shopping cart they can follow the system prompts to complete checkout. Members will be presented with a copy of the invoice in their browser and be sent a copy to their provided email account.

Please note that the pages users navigate to in order to access various items may differ depending on how you set up your site. Additionally, the checkout experience may differ based on any custom fields and/or policies you have created on your site. Please see our articles Public Website Management, Custom Fields, and Policies, respectively, for more information.

 

A Helping Hand To Members

While many of the images captured in this article may look different from your Uplifter site, the features and tools are all the same. Thus, it may be beneficial for you/your team to extrapolate the information found in this article and outline it on a "Help", "How To" or "FAQs" page on your site. Having a self-help resource, even a very basic one, can drastically reduce the questions and concerns your members might have. This is especially true if you are transitioning from another software to Uplifter.

Please see our article Public Website Management for more information on creating custom pages.

 

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