WordPress Registration Guides By RegistrationMagic https://registrationmagic.com/tag/registration-guides/ WordPress User Registrations Forms Plugin Mon, 05 Aug 2024 09:32:21 +0000 en-US hourly 1 https://wordpress.org/?v=6.6.2 RegistrationMagic Starter Guide https://registrationmagic.com/create-wordpress-registration-page-starter-guide/ https://registrationmagic.com/create-wordpress-registration-page-starter-guide/#comments Sun, 04 Aug 2024 06:49:04 +0000 http://registrationmagic.com/?p=31967 Thank you for installing RegistrationMagic. Our team has come up this quick and easy to follow Starter Guide. With the help of this guide, you’ll begin working with RegistrationMagic like a pro in no time. Saddled up your horses already? Let’s begin with… Create Registration Form Coming back to the most pertinent question – How […]

The post RegistrationMagic Starter Guide appeared first on RegistrationMagic.

]]>
Thank you for installing RegistrationMagic. Our team has come up this quick and easy to follow Starter Guide. With the help of this guide, you’ll begin working with RegistrationMagic like a pro in no time.

Saddled up your horses already? Let’s begin with…

Create Registration Form

Coming back to the most pertinent question – How to add a registration form to a frontend WordPress registration page? Once RegistrationMagic is installed and active, a new admin menu item will appear inside your WordPress dashboard, titled RegistrationMagic. This menu item allows you access to important internal features of RegistrationMagic. While there are multiple submenu items attached to it, the first and the most important one is the All Forms menu item, which will open automatically each time you click on RegistrationMagic menu item.

Quick Create Form (Option 1)

All Forms menu item is connected to the All Forms page which presents a card view of all the forms created using RegistrationMagic. When you first install RegistrationMagic, the forms view may look rather spartan, but it is designed to organize and manage hundreds of forms, if you ever wish to.


Notes that the view will look differently (below) if you have switched the view of ‘All Forms’ to ‘Cards View’ (optional). We recommend that you create your first form from the ‘List View’ screen, as shown above.


Please note, there will be a Login Form pinned at the beginning of the forms view; the Login Form cannot be deleted. Although using RegistrationMagic’s login form is optional, it allows you many advantages above a generic login form like high degree of configurability, security features, data logging etc.

For now, let us focus on creating forms.

On top left of the page, right beneath the page title All Forms, you will find a link to create a new form. Once you click on it, a popup will appear.


Once this popup appears, there are a few things you can do to personalize your upcoming form. Firstly, you must enter a name for your form, with which you can later easily identify the form. This guide assumes the form name is set to My Registration Form.

Secondly, right below the text box to enter form name, you can see an additional checkbox option Turn off user registration for this form. If you check this option, the form will not create WordPress user account for the users submitting this form. Checking it will also not add username and password fields to your form.

As soon as you click the Save and Close button, All Forms page will refresh and you will find a new form with the name you entered in the popup (My Registration Form in this case), right next to the Login Form.


As you can see, the minimum it takes to create a form is to set its name. But it will be a very bare-bone form with hardly any functional value. Therefore, you must add fields to it.

Create from Form Templates (Option 2)

Clicking on Start Now! under the section Looking for form templates? in the new form popup will redirect you to a questionnaire based form creation wizard which will help you configure essential form settings before finally saving it. Remember, these settings can also be changed later using the form dashboard. The major advantage of this method is an additional option to select a form template. This allows you to create a form populated with essential fields.


Add Form Fields

At the bottom of the form card on the All Forms card view, you can see couple of action items.


Here’s quick description of these action items and their purpose: Fields allow direct access to form’s Field Manager. You can modify form’s layout from this page. Dashboard redirects you to form’s overview page with access to form statistics and options.

Let’s click on the Fields action item to start adding fields to this form.

The Fields Manager screen shows all the fields that your form currently has. Since this is a new form, you’ll already have an Email field in it. The Email field exists on each form by default and cannot be removed. The Username and Password fields will also be there if it is a registration form you have created. To add more fields to the form, you can click on the Add Field button.


Clicking on the Add Field button will open a popup from where you can select the type of field that you wish to add to your form.


Click on any field type from this list and it’ll open the screen to set the properties of that field. Edit its properties as you like and then click Add to Form. This will then add the field to the form. Please note that all fields when added to a form are added within a row. So you can customize a row to contain up to 4 fields in a horizontal setup. To edit a row, hover your cursor over a field and three options will show up on top of it. Click on the cog icon to open up row settings.


Edit the row settings as you like from the Row Properties popup and the click on the Save button. Other important links to check on the Field Manager screen are the Design and Preview links. The Design screen will allow you to customize the look and feel of the form fields. The Preview link will show you a preview of the form’s appearance on site front-end, without actually publishing the form.

Now that you have fleshed out your form by adding fields, it is time to configure the form.

Configure the Form

You can configure the form from the Form Dashboard. Let’s revisit these optional features later.


Publish the Form

To publish the form on site front-end and make it live for users to register, you’ll need to add the form shortcode to a WordPress registration page. Just go back to the All Forms screen first by clicking on the button at the top left of the Fields Manager screen. On the form card for the form you have created, you’ll see the WordPress shortcode of the form. This will look like:


    
     
   
This Form has no fields.

Copy and paste this shortcode into a WordPress registration page (or post) and publish it. Or, you can choose a form from the dropdown next to the Add Media button, which will add the shortcode for it automatically. Next, you need to add this page to a menu from Appearance -> Menus option from the WordPress Dashboard. The form will now show up on the WordPress registration page the you just created.


So, you have now created a new registration form, added fields to it, and published it on WordPress registration page front-end. That’s great progress! Your site visitors can now register on it with the use of this new registration form.

Although the process of creating a form and then publishing it is now complete, we recommend that you go ahead and have a look at Form Dashboard.

Form Dashboard

Clicking on the Dashboard link from the bottom of the form card, will take you to the Form Dashboard screen. This is where you can configure the settings of your form. Note that global configuration is done from the Global Settings (Left menu item). There are many widgets available on this screen, so let’s explore them one at a time.

Dashboard Widgets

  1. Submissions over time: This is a chart showcasing stats of your form visits and actual form submissions. You can filter the results of this chart for specific time range using the Show data for dropdown option.
  2. Status: This widget on the side shows the shortcode of the form, it’s visibility to the users, and the form’s creation date. You can also delete the form from this widget.
  3. Content: Another one of the widgets on the side, this one shows the number of pages the form has, the number of fields, and the submit button’s label text. You can also duplicate the form from this widget.
  4. Stats: In this widget, you can see the stats, such as number of form visits, form submissions, form attachments (only in premium version), conversion rate, and average time. You can also reset the stats from this widget.
  5. Quick Toggles: To quickly toggle settings, such as auto WP registration and auto response, use this widget.

Dashboard Sections

  1. Build: From this widget, you can visit the Fields Manager and the Design.
  2. Configure: Multiple configuration settings are available from this widget. We encourage you to visit each of these configuration settings on your own. Description of what each option does on these configuration settings is explained next to the options themselves.
  3. Integrate: From this widget, you can integrate your form with some of the most popular third-party services, such as MailChimp.
  4. Publish: Use the settings under this widget to publish your form on the site front-end.
  5. Manage: From this widget, you can access all form submission details in one place. As well as emails sent out to the users from RegistrationMagic.
  6. Analyze: This widget gives you the options to view analytics for your form. Includes options such as form analytics and field analytics.
  7. Automate: The settings under this widget allow you to create automated tasks for user accounts. Includes bulk emails too.

The Form Dashboard widgets are quickly accessible from the All Forms screen, from three dots (…) that are highlighted by hovering your cursor over a form card. (See ‘Build The Form’ section, First Image)

Closing Notes

Before signing off, please note that RegistrationMagic is organized into the following workflows:

Form Workflow: 1. Build 2. Configure 3. Publish
Data Workflow: 1. Manage 2. Analyze 3. Automate

All RegistrationMagic Shortcodes are available in the WordPress Registration Shortcodes list. This concludes our quick Starter Guide on how to create your first WordPress registration page.

The post RegistrationMagic Starter Guide appeared first on RegistrationMagic.

]]>
https://registrationmagic.com/create-wordpress-registration-page-starter-guide/feed/ 153
Complete Automation Guide for WordPress Forms https://registrationmagic.com/complete-automation-guide-wordpress-forms/ https://registrationmagic.com/complete-automation-guide-wordpress-forms/#comments Sat, 20 Jul 2024 15:01:46 +0000 http://registrationmagic.com/?p=39125 Complete WordPress Registration Forms Automation Guide RegistrationMagic’s Automation feature allows you to create tasks which run in the background and process actions on form submissions. Each task is attached to a specific form and requires setting rule(s). The tasks are scheduled using WordPress native cron system. Please note, scheduling too many tasks simultaneously may stress […]

The post Complete Automation Guide for WordPress Forms appeared first on RegistrationMagic.

]]>
Complete WordPress Registration Forms Automation Guide

RegistrationMagic’s Automation feature allows you to create tasks which run in the background and process actions on form submissions. Each task is attached to a specific form and requires setting rule(s). The tasks are scheduled using WordPress native cron system. Please note, scheduling too many tasks simultaneously may stress resources of shared or moderately powered servers. Automation is another step in our plan to keep providing you greater control over your forms. You will keep seeing new automation rules and actions in coming months. Good luck!

Note that custom user statuses and manual actions are also part of RegistrationMagic plugin, but not included in this WordPress forms automation guide. Visit our WordPress user registration guide for details on how to carry out manual actions with status labels.

This article serves as a complete WordPress forms automation guide. If you need to dive deep into any specific topics, you can browse the individual posts here.

1. Automate Actions on WordPress Form Payment Status
2. Automate Actions on WordPress Form Field Values
3. Setting up Automated Emails for WordPress Forms
4. Automate WordPress User Account Activation, Deactivation or Deletion
5. Automation On WordPress User Account Activation or Deactivation
6. Automation Based on WordPress Form Submission Time
7. Automation Based on WordPress Form Payment Gateway

Automation here refers to the task or rule applied on various aspects of a WordPress registration form. Click “Automation” lying just below “Field Analytics” under your RegistrationMagic plugin. In the meantime, create a new task and start applying the automation rule.

 

Create a New Automation Rule

The first page assigns a unique task name. Adding a description is not mandatory. Nevertheless, you can insert one for your convenience.

 

Click “Next” and go to the next page.

List of Automation Triggers

This page contains five distinct automation rules. All these rules can run on the selected form submissions. Let’s discuss all the rules one at a time.

User Account Rule 

The automation rule is applied to the users depending on the selected account state. User accounts can either be active or inactive. This rule is automated according to your selection.

Selecting “Activated User Accounts” runs the rule on those submissions made from active accounts. On the other hand, the “Deactivated User Accounts” rule is applied to submissions made from inactive accounts.

Submission Age Rule 

Enabling the WordPress form submission age rule allows you to select user accounts based on form submission time. That is, automation rule will calculate the age of submission, and use it as input criteria.

Nevertheless, this rule can be configured on two criteria. Submissions older and younger than criterion is used to select submissions older or younger than the specified days. The days are calculated based on the date of running the automation task.

Field Value Rule 

This rule helps in selecting form submissions based on their respective field values. Values can be added beside each other separated by a “|”. However, you can only select fields and values which are present in the form.

For instance, you are looking to run the automation rule on some selected email addresses. This rule is applicable only if those accounts with the relative email addresses have submitted the form.

In fact, remember defining the field and value here if you want the automation to run on selected submissions.

Payment Processor Rule

Payments processors are gateways for executing monetary transactions. Consequently, online payments are possible through these secure gateways. In fact, your card details integrate with these payment processors. At the same time, it helps in quick and undisputed transactions.

Some of the few payment processors incorporated are:

  • PayPal
  • Stripe
  • Offline
  • WePay
  • Authorize.net

The automation task runs only on those submissions whose transactions are executed using one of these gateways. For instance, selecting Stripe automates only those submissions whose payments are made through Stripe. The same rule also applies to the rest of the payment processors as well.

In short, it lessens the manual steps of selecting forms according to their payment type.

Payment Status Rule

The “Payment Status Rule” only selects submissions depending upon the payment status. Nevertheless, the payment status can be of 3 types:

  • Completed
  • Pending
  • Canceled

The automation task runs only on submissions with a complete, pending or canceled payment status. To summarize, selection rules filter a submission if all enabled rules are true for that submission. To illustrate, enabling both “Field Value Rule” and “Payment Processor Rule” only filters submissions fulfilling both the rules.

For instance, selecting a completed payment status triggers the rule for those submissions with fulfilled payments. Other payment statuses also affect submissions accordingly.

We move on to the next page now.

List of Automation Actions

User account action  

This rule helps to automate WordPress user account activation, deactivation or deletion without manual intervention. You might also do nothing with the account.

WordPress user account automation options include:

  • Do nothing
  • Activate Account
  • Deactivate Account
  • Delete Account

Select the action taken on accounts associated with selected submissions. For instance, selecting “Activate account” will make those accounts active according to earlier selections. You can also delete or deactivate user accounts in the same way.

Assign User Role Action

This action will allow you to change the roles of the users selected by the user selection parameters in your Automation task.

There is an important point to note with this action though. It is that while the selected roles will be assigned to the users, their existing roles will get unassigned. So if you want to retain any of their existing roles, you should select those roles in this action as well.

Send Email

This section automates an email to user accounts associated with selected submissions. You can add a subject and a content for the body of the email. You can also add any type of media file and use values from form fields selecting one from the drop-down.

Automated Emails for WordPress forms strengthens the admin-user relationship. With the user receiving account activation and deletion email users feel connected to your brand. You can now make your user aware of their account status with these emails. In fact, your manual workflow post submission is automated with ease. This is because only a single click allows you to send emails to multiple users.

Note that Automation Triggers and User Account Action are accessible for Free for all users, but ‘User Role’ Action and ‘Send Email’ Action are included in the RegistrationMagic Premium package.

Download RegistrationMagic Premium here.

Running the Automation Task

Save each and every configuration or the changes you have incorporated.

To run the task, go to the “Automation” page and click Run Now for the task you created. The automation rule runs exclusively on the selected submissions.

This finally completes the automation guide for WordPress forms.

Note that some features of WordPress forms automation are free, and available for download on our WordPress page. Also, we keep launching new features, which are announced on our Facebook page; stay connected with us on Facebook.

The post Complete Automation Guide for WordPress Forms appeared first on RegistrationMagic.

]]>
https://registrationmagic.com/complete-automation-guide-wordpress-forms/feed/ 12
WordPress User Management Plugin Guide https://registrationmagic.com/wordpress-user-management-plugin-guide/ https://registrationmagic.com/wordpress-user-management-plugin-guide/#respond Thu, 18 Jul 2024 10:57:29 +0000 http://registrationmagic.com/?p=42941 WordPress User Management Guide By RegistrationMagic We all know, there are several facets of a membership site. It can turn into an online store a social networking zone or even a business directory. Whatever be its function, the intrinsic property of a membership site is its users. The members of these sites are generally floating. […]

The post WordPress User Management Plugin Guide appeared first on RegistrationMagic.

]]>
WordPress User Management Guide By RegistrationMagic

WordPress user management is the key to systematically running a membership site. When you know your users well and keep a track of their activities on your site, you achieve a peace of mind.

We all know, there are several facets of a membership site. It can turn into an online store a social networking zone or even a business directory. Whatever be its function, the intrinsic property of a membership site is its users. The members of these sites are generally floating. There are no hard and fast rules binding any members to these sites. This is one of the main reasons why WordPress user management is necessary for a membership site.

WordPress also offers its default user management feature which is quite basic. Thus, it is recommended to take the help of a specialized WordPress User Management Plugin like RegistrationMagic. This plugin is meant to take care of dynamic membership site requirements.

RegistrationMagic, can create customized registration forms while helping you to manage user sales data and their login records.

So, to achieve a little extra with respect to user management, boost your membership site with the WordPress RegistrationMagic plugin.

Getting Started with WordPress User Management

Right after installing the WordPress User Plugin, RegisrationMagic, the RegistrationMagic menu will appear on your WordPress dashboard.

 

Now if you click on the User Manager link, you will land on the plugin’s User Manager page.

 

RegistrationMagic User Manager

Here you will find a list of all your users after WordPress new user registration. This list will show you the profile images, email addresses and activation statuses of your users.

You can select any user from this list and then activate, deactivate or delete their accounts.

There is a search panel on the left that will help you to filter your search. For example, you can search users by name, email id, country, etc. Just below the search panel, you will find the Time and Status panels. These parameters will help to manage your users with segmentation. So, you will get to see the users who registered one month ago and also the users who just registered an hour ago. The Status panel lets you filter your searches with respect to active and pending user accounts.

On the extreme right of your user list, you will find a View link, this will allow you to view your user’s accounts individually.

RegistrationMagic User

 

You will find the following four headings on each user account page:

The first heading lets you view the data that you choose to Add to the User Account. While form creation, when you choose this option on a certain field it appears on the user account in the backend.

On the left side of the screen given in the image below, you can see a list of data about the user under the profile image. Here’s where the plugin lists the user metadata on the backend.

The second heading will tell you if this user has submitted any other form on your site. Then you will get to see the name of the form as well as a PDF of the form that your user submitted.

user submission

The third field will display the payment status (if associated in a form) of the user. If your user has not completed a payment, then a pending status will appear. For e-commerce sites, this becomes very handy for the admin. Since he/she will only need the User Manager page to keep a track of the payment history of each user.

RegistrationMagic lets you add products and WordPress form payment methods such as Offline and Stripe on your forms.

Next comes the email notification tab. This space will show you all the emails that have been exchanged between the user and the admin. All the emails that have been sent through this account will appear here. Also, the admin has the liberty to send emails to each user directly from here.

The last tab shows the login statuses of each user in detail. From browser type to login period this space provides some of the very crucial data for WordPress user management.

Here you can understand your user activity by their login records.

That’s not it; RegistrationMagic offers more features for WordPress user management.

Setting up User Roles with RegistrationMagic

On the RegistrationMagic menu, the link below the User Manager option is User Roles. By clicking on it, you will land on the User Roles page, which will let you create new user roles. Not only can you set a new role name, but you also get to set a sign-up charge to the role if you want.

User Role

The new role will add up to the list of roles at the bottom of the page. From there you can delete any of the roles at any point in time.

Tips: There is an option to restrict WordPress forms by user roles with RegistrationMagic. So that you can allow users to access forms depending on their user roles on your site.

For example, suppose you create a form that you only want your Subscribers to access. Then an Editor on your site will receive “You are not authorized to access this content” if he/she tries to access that form.

There are options to restrict form content on the basis of age, date and other parameters.  So, you see, this plugin makes it a point that your membership site is equipped with all the elements necessary for efficient WordPress user management.

Default WordPress User Management

As I said earlier, WordPress also has an inbuilt user management system. It is quite basic with respect to a fully functioning dynamic membership site.

The WordPress Users page shows a list of all the users on your site.

WordPress User Management

It shows each member’s name, user role, email id and the number of posts. One will find all the user roles listed above so that after selecting each role one can see the number of users assigned to them.

The admin also gets the liberty to select any user and change their respective roles from this page. Clicking on the Edit button on each user will take the admin to the Edit User page.

WordPress Edit User

Here they can edit the following fields:

First Name

Last Name

Nickname

Generate Password

Profile Image

User Group and other fields that are available in the registration form except for the Username.

The admin is redirected to the WordPress edit user page when he/she clicks on the Edit link on a user account in the RegistrationMagic User Manager page.

However, with this WordPress user plugin, users get the added advantage of sending emails to users from the User Manager page. Also, tracking their login records and form submission history comes consolidated in the same page. Thus making user management less laborious.

WordPress User Management and its Utility

User management is crucial to any membership site. Since the entire revenue of the site depends on the registration and activities of the users. The admin needs to have a clear view of the number of users joining or leaving the site in a period of time. Also, depending on the user activities the admin can plan user engagement programmes like contests, discounts, etc.

You might have come across various shopping sites that send newsletters or reminders if you have not visited the site for some time. This is what efficient user management does. If the admin has a clear view of the login records of a certain user, then he/she can differentiate between a regular and an occasional user. Based on that, they can send out customized emails or offers to the users.

How do you think you become a privileged customer of a site so that they send out discount coupons to you on every occasion? Your payment history, login frequency lets the site admin determine your privilege! RegistrationMagic gives you a similar advantage of tracking your users as well sending them personalized emails.

So upgrade your WordPress user management with RegistrationMagic to enjoy dynamic user data management. This WordPress user management plugin will keep you a step ahead of your competitors so that you can cater to your users more efficiently.

The post WordPress User Management Plugin Guide appeared first on RegistrationMagic.

]]>
https://registrationmagic.com/wordpress-user-management-plugin-guide/feed/ 0
WordPress User Roles, Permissions & Role Editor [Complete Guide] https://registrationmagic.com/wordpress-user-roles-permissions-role-editor-complete-guide/ https://registrationmagic.com/wordpress-user-roles-permissions-role-editor-complete-guide/#comments Sun, 14 Jul 2024 07:26:45 +0000 http://registrationmagic.com/?p=38341 WordPress User Roles, User Levels & User Types WordPress user roles (sometimes referred to as WordPress User Levels or WordPress User Types) extend or limit user control on the site. RegistrationMagic will assign the subscriber role to anyone filling the form. The “User Roles” section in RegistrationMagic’s user role editor helps in the management of previously created […]

The post WordPress User Roles, Permissions & Role Editor [Complete Guide] appeared first on RegistrationMagic.

]]>
WordPress User Roles, User Levels & User Types

WordPress user roles (sometimes referred to as WordPress User Levels or WordPress User Types) extend or limit user control on the site. RegistrationMagic will assign the subscriber role to anyone filling the form. The “User Roles” section in RegistrationMagic’s user role editor helps in the management of previously created user roles. The role editor also assigns new user roles, as per your workflow.

Presently, there are five standard WordPress user roles. These include administrator, editor, author, contributor, and subscriber roles. Once you are familiar with these WordPress user roles, you can explore them from your WordPress dashboard.

Let us discuss each WordPress user role briefly first.

The Administrator Role

This role designates the user as an admin. Once you are assigned as an administrator, you can control any feature within the WordPress dashboard.

One can edit core files, modify themes and alter the WordPress user roles of others.

The Editor Role

With editor role, you can access any content. However, you will be restricted from making changes to themes and plugins.

An editor will immediately start managing and publishing blog and pages. Link management is also possible besides moderating comments.

Editors can thus manage every speck of a content but cannot alter the settings outside of content.

The Author Role

Authors can only edit their own posts; they cannot  supervise others’ posts. Author has the permission to add content to the media library.

The role rights allow Authors to delete obsolete content. However, they cannot delta or create pages.

The Contributor Role

The contributor will enjoy complete access to modifying, deleting and editing their draft posts. However, contributor cannot publish the post.

Access to the media library is also under restriction. Thus, the contributor needs to get admin authorization to access images, videos, and other media files.

Guest authors can relish this role if they don’t post on a regular basis.

The Subscriber Role

Subscribers can read the post and comment on the post. They can also create a profile through WordPress dashboard.

Configuring WordPress User Roles through RegistrationMagic plugin’s user role editor

From your WP dashboard click on the plugin menu. The first tab underlying this plugin is the “All Forms” tab, navigate to your desired form dashboard.

You will be redirected to a page where you can build, configure and integrate your page. Under the “Configure” header look for “Accounts”.

Form Dashboard

From Accounts page, you can configure WordPress user roles. Check the checkbox to add default Username and Password to the form. This will automatically register users in WordPress user area.

Next, explore the option to assign WordPress user roles. Click the drop-down and you will be able to see the five possible roles that can be assigned.

WordPress User Roles, WordPress User Permissions & WordPress Role Editor settings

Choose any one of them. Click Save.

Alternatively, you can check box “Allow Users Choice of Roles”. This setting allow users to select their roles themselves, manually.

WordPress User Roles, WordPress User Permissions & WordPress Role Editor options

The next checkbox with the phrase “Force login after Registration” force user to log-in once user account is created. The last field “Email as Username” hides the username field. On checking this box, the Email will work as Username.

Click on save. You have now set up the user role for users registering on your site.

Incorporating more WordPress user roles

From your dashboard navigation to RegistrationMagic >> User Roles. You can create brand-new WordPress user role. However, the role can only inherit permission from one of the 5 pre-defined ones.

WordPress User Roles, WordPress User Permissions & WordPress Role Editor advance settings

In this case, we have assigned Role Key and Role name both as Writer. The role key is the value of the role which will be stored in the database. This key will be invisible to user. The role name, however, is displayed on the front end.

The next drop-down lets you select which pre-defined role you want to inherit permissions from. Upon checking the last box “Sign-up charge”, you can redirect your users to make a payment upon choosing a role. Click Save.

Go back to “All forms”. Copy the shortcode from form card. Navigate to the “All Pages” section. Create New Page. Paste the shortcode. Click Update.

WordPress User Roles are now configured in your WordPress User Registration form. Shared below is a screenshot as to how the embedded User Roles will display on your registration form.

WordPress User Roles, WordPress User Permissions & WordPress Role Editor front-end

 

This completes our guide on User roles, User permissions, and user role editor.

If you need a head-start to create your user registration process, visit our detailed WordPress Registration page guide.

The post WordPress User Roles, Permissions & Role Editor [Complete Guide] appeared first on RegistrationMagic.

]]>
https://registrationmagic.com/wordpress-user-roles-permissions-role-editor-complete-guide/feed/ 4
Publish Registration Forms and Display Registered Users https://registrationmagic.com/publish-registration-forms-and-display-registered-users/ https://registrationmagic.com/publish-registration-forms-and-display-registered-users/#respond Thu, 11 Jul 2024 05:00:22 +0000 http://registrationmagic.com/?p=40290 Publish Registration Forms and Display Registered Users with RegistrationMagic Once you are done configuring a web form the way you want it, the next step is usually to publish the form on your site. After all, what is the use of creating a custom web form if it isn’t going to get published on the site. […]

The post Publish Registration Forms and Display Registered Users appeared first on RegistrationMagic.

]]>
Publish Registration Forms and Display Registered Users with RegistrationMagic

Once you are done configuring a web form the way you want it, the next step is usually to publish the form on your site. After all, what is the use of creating a custom web form if it isn’t going to get published on the site. If you are running a WordPress powered website, then creating highly customized web forms is no difficult task. Using the RegistrationMagic plugin, even WordPress novices can create web forms like professionals do. RegistrationMagic equips you with so many form publishing tools that requiring the help of a professional is a thing of the past. So let’s get started with this guide and learn how to publish registration forms and display registered users on your WordPress site.

This guide will assume that you already have RegistrationMagic installed on your site and have already created a form using it. If you haven’t, then please go ahead and do that now. This’ll help you follow along with the guide and publish registration forms and display registered users on your site with ease.

Navigate to the “Publish” Section of your Form Dashboard

Access the “All Forms” screen of RegistrationMagic from the WordPress Dashboard. You can do that clicking on the RegistrationMagic Dashboard menu item. Move your cursor on the form you have created and click the Dashboard link at the bottom of it.

On the Form Dashboard screen, scroll down until you find the “Publish” set of options. Every feature listed in the “Publish” section helps publish some data related to that form on the frontend of the site. We’ll explore them all one at a time.

1. Shortcode

This is the most common way to publish registration forms and display registered users on your WordPress site. Just click on the Shortcode icon and copy the shortcode displayed on the popup that appears next.

Publish Shortcode

Use this shortcode on any post or page and the form will appear there.

Publish Registration Forms and Display Registered Users form with html

2. HTML Code

In addition to shortcode, you also have the option to display your form in an iFrame anywhere on the site. You can do this with the help of the HTML Code publish option. In case you wish to add your own styling to the form, just replace the class mentioned in this code with the CSS class of your own design.

Form Publish

Here’s the view of the form with height and width set to 500.

Publish Registration Forms and Display Registered Users dispaly form

3. Form Widget

Your RegistrationMagic web form can also be embedded in widgets. From your WordPress dashboard, go to Appearance >> Widgets menu. Within the list of available widgets, locate the RegistrationMagic Form widget.

Publish Registration Forms and Display Registered Users form widget

Drag the RegistrationMagic Form widget from the Widget list and drop it on the widget area of your choice. For this example, I am adding the form to the Blog Sidebar. Then, select the form which you want to display in this widget. I have selected the General Purpose Registration Form.

Publish Registration Forms and Display Registered Users general form

4. User Directory

This option is also a shortcode, but displays the users that have submitted a form, instead of a form. Click on the icon and then click on the “Copy” link in the popup that appears next. This will copy the shortcode to display all users with successful form submissions on the frontend.

Publish Directory

You can also tweak this shortcode by adding an extra parameter if you want to filter by time based form submissions. Omitting the form ID in the shortcode will display all users who have submitted all the published forms.

Combined with the form publish options mentioned above, this shortcode is all that you need to publish registration forms and display registered users on your WordPress site.

5. User Area

With the help of the User Area shortcode, you can now publish user profile containing user’s form submission data on the frontend. This User Area will contain different information tabs, such as “Personal Details”, “Registration”, and “Inbox”. User can access this area by logging in from the frontend of the site.

Publish Registration Forms and Display Registered Users user area

“Personal Details” tab displays the user’s picture, first name, email, and nickname. The “Registration” tab lists all the form submissions made by the user. Here’s how the user area appears on the frontend…

Publish Registration Forms and Display Registered Users front submission

6. Magic PopUp

The Magic PopUp is an innovative solution offered only by RegistrationMagic. Magic PopUp allows users to access their form submission data, payment details, user profile personal details etc. all on one single button. This button floats on all pages of the site and users can access information offered by it no matter where they are on the site. Even forms can be made accessible through the Magic PopUp button. Which the users can then fill in and submit.

To make your form appear on the Magic PopUp button, click on its icon. Then, click on the star icon that appears on the popup that appears next. This will set your selected form as the default form on the Magic PopUp button.

Publish Registration Forms and Display Registered Users slider pop up

Next, go back to the Global Settings >> Magic PopUp Button settings and turn on the MagicPopup system. Scroll down to the Custom Link #1 field and check the box next to it. Choose “Page” as “Link Type” and from the drop-down below, select your form. Then click the Save button to save the changes.

Publish Registration Forms and Display Registered Users magic pop up

7. OTP Login

The OTP login system of RegistrationMagic helps users without WordPress login credentials to access the frontend user area. RegistrationMagic does this by checking whether email address was used during a past form submission by that user. If that is true and the user doesn’t have an account on the site, then the user receives an OTP on his/her email address.

To setup RegistrationMagic’s OTP login, go to Appearance >> Widgets menu in WordPress dashboard and look for the RegistrationMagic Login widget. This is the widget for RegistrationMagic form submissions with OTP login. Only non-registered users can access this feature as it doesn’t require a user to have a user account on the site.

Publish Registration Forms and Display Registered Users login

Drag the widget and drop it to the widget area of your choice. I am adding it to the Blog Sidebar.

Publish Registration Forms and Display Registered Users frontend

These unique features of RegistrationMagic make it indispensable to any admin seeking to publish registration forms and display registered users on his/her WordPress site. If you haven’t given RegistrationMagic a try yet, I am pretty sure you will after checking out this guide.

The post Publish Registration Forms and Display Registered Users appeared first on RegistrationMagic.

]]>
https://registrationmagic.com/publish-registration-forms-and-display-registered-users/feed/ 0
WordPress Registration Shortcodes List https://registrationmagic.com/wordpress-registration-shortcodes-list/ https://registrationmagic.com/wordpress-registration-shortcodes-list/#comments Wed, 10 Jul 2024 14:11:12 +0000 http://registrationmagic.com/?p=40793 Mastering RegistrationMagic shortcodes is essential to fully utilizing your WordPress registration plugin. RegistrationMagic offers many WordPress registration shortcodes which allow publishing content on the front-end and inserting variables in your emails to make them more dynamic and professional. These shortcodes include WordPress register shortcode, Login Form, User Directory Form Specific, and more. We introduce new […]

The post WordPress Registration Shortcodes List appeared first on RegistrationMagic.

]]>
Mastering RegistrationMagic shortcodes is essential to fully utilizing your WordPress registration plugin. RegistrationMagic offers many WordPress registration shortcodes which allow publishing content on the front-end and inserting variables in your emails to make them more dynamic and professional. These shortcodes include WordPress register shortcode, Login Form, User Directory Form Specific, and more. We introduce new shortcodes with each major release and will keep updating the list.

If you are also building user profiles, memberships, and groups for registered users, do check out comprehensive shortcode list for RegistrationMagic’s companion plugin ProfileGrid.

WordPress Registration Shortcodes List:

 

Title Shortcode Type Purpose
Login Form [RM_Login] Shortcode Front-end login form
Register Forms / WordPress register shortcode / WordPress from registration shortcode/ WordPress registration form shortcode No form selected
No form selected
No form selected
No form selected
 [RM_Form id='x']  (Deprecated)
Shortcode Publishes a form with ID x
User Directory Form Specific [RM_Users form_id='x'] Shortcode User directory of users who submitted form x
User Directory (All Users) [RM_Users] Shortcode Global WordPress registered users’ directory
User Directory Form Specific with Time Range [RM_Users form_id='x' timerange='year'] Shortcode User directory of users who submitted form x during this period
User Directory All Users with Time Range [RM_Users timerange='year'] Shortcode Global user directory of users who submitted any form during this period
Front-end User Area [RM_Front_Submissions] Shortcode Front-end multi functional user area
Form Field Value {{Username_’x’}} Email Variable Inserts value of a field having ID ‘x’ filled by user in Autoresponder, Automation and Bulk email body
Site Name {{SITE_NAME}} Email Variable Inserts name of the site in New User, User Activation Email, Activate User to Admin email body in Form Dashboard > Email Templates
Username {{USER_NAME}} Email Variable Inserts Username of the user in New User and Activate User Email To Admin email body in Form Dashboard > Email Templates
User’s Email {{USER_EMAIL}} Email Variable Inserts Email of the user in the Activate User Email To Admin email body in Form Dashboard > Email Templates
User Password {{USER_PASS}} Email Variable Inserts Password of the user in the New User email body in Form Dashboard > Email Templates
Email Verification Link {{EMAIL_VERFICATION_LINK}} Email Variable Inserts email verification link in the User Verification email body in Form Dashboard > Email Templates
Email Verification Code {{EMAIL_VERIFICATION_CODE}} Email Variable Inserts email verification unique code in the User Verification email body in Form Dashboard > Email Templates
Email Verification Code Lifetime {{EMAIL_VERIFICATION_EXPIRY}} Email Variable Inserts validity time for verification link/ code in User Verification email body in Form Dashboard > Email Templates
Site URL {{SITE_URL}} Email Variable Inserts website URL in the email body
Direct User Activation Link {{ACTIVATION_LINK}} Email Variable Inserts link to activate users for admin in the Activate User Email to Admin email body in Form Dashboard > Email Templates
Form Submission Data {{SUBMISSION_DATA}} Email Variable Inserts all the form data (labels and values) in the New Submission email body in Form Dashboard > Email Templates
User Submission History {{SUBMISSION_HISTORY}} Email Variable Embeds form submission history of the user in the New Submission email body in Form Dashboard > Email Templates
User Account Data {{RM_USERDATA}} Email Variable Embeds user information of the user in the New Submission email body in Form Dashboard > Email Templates
Username {{username}} Email Variable Embeds username of the user trying to login in the Failed Login Attempt email body in Login Form Dashboard > Email Templates
Website Name {{sitename}} Email Variable Embeds site name on which the user is trying to login in the Failed Login Attempt email body in Login Form Dashboard > Email Templates
Login IP {{Login_IP}} Email Variable Embeds IP of the user trying to login in the Failed Login Attempt email body in Login Form Dashboard > Email Templates
Login Time {{login_time}} Email Variable Embeds time at which the user tried to login in the Failed Login Attempt email body in Login Form Dashboard > Email Templates
Website Name {{site_name}} Email Variable Embeds site name on which login OTP is generated in the One Time Password email body in Login Form Dashboard > Email Templates
OTP Expiry {{OTP_expiry}} Email Variable Embeds expiry duration till which login OTP is valid in the One Time Password email body in Login Form Dashboard > Email Templates
OTP {{OTP}} Email Variable Embeds the login OTP in the One Time Password email body in Login Form Dashboard > Email Templates
Password Recovery Link {{password_recovery_link}} Email Variable Embeds the password recovery link in the Password Reset email body in Login Form Dashboard > Email Templates
Security Token {{security_token}} Email Variable Embeds password reset security token code in the Password Reset email body in Login Form Dashboard > Email Templates
Ban Period {{ban_period}} Email Variable Embeds the ban period till which the IP will remain banned after failed login in IP Blocked email body in Login Form Dashboard > Email Templates
Ban Trigger {{ban_trigger}} Email Variable Embeds count of failed login attempts before ban in IP Blocked email body in Login Form Dashboard > Email Templates
User EDD Data {{RM_EDD_DETAILS}} Email Variable Embeds Easy Digital Downloads user details in the New Submission email body in Form Dashboard > Email Templates
User WooCommerce Data {{RM_WOO_DETAILS}} Email Variable Embeds WooCommerce order history of the user in the New Submission email body in Form Dashboard > Email Templates

Above WordPress registration form shortcodes list is updated till release 5.2.0.2.

Version releases are shared with our users on Facebook page. Stay connected with us on Facebook. For more information regarding RegistrationMagic plugin or shortcodes like WordPress register shortcode, we suggest that you browse our guides and breakthrough ideas.

The post WordPress Registration Shortcodes List appeared first on RegistrationMagic.

]]>
https://registrationmagic.com/wordpress-registration-shortcodes-list/feed/ 56
WordPress Payment Form Guide: Setup Payments on Registration Form https://registrationmagic.com/setup-payments-on-registrationmagic-form-using-products/ https://registrationmagic.com/setup-payments-on-registrationmagic-form-using-products/#comments Mon, 08 Jul 2024 16:23:55 +0000 http://registrationmagic.com/?p=32821 Hello RegistrationMagic users and enthusiasts! Want to accept payments from your WordPress sites along with user registrations? You’ve come to the right place then. RegistrationMagic, already being the most acclaimed user registration plugin for WordPress, also allows you the flexibility to accept payments in addition to user account registrations. We have solely dedicated this guide […]

The post WordPress Payment Form Guide: Setup Payments on Registration Form appeared first on RegistrationMagic.

]]>
Hello RegistrationMagic users and enthusiasts!

Want to accept payments from your WordPress sites along with user registrations? You’ve come to the right place then. RegistrationMagic, already being the most acclaimed user registration plugin for WordPress, also allows you the flexibility to accept payments in addition to user account registrations. We have solely dedicated this guide to help users like you in setting up payments using RegistrationMagic. It is a simple three step process, described below. Follow along as we walk you through.

Step 1 – Payment Configuration

Before we do anything with the forms themselves, to start accepting payments, we’ll have to enable Payments from RegistrationMagic’s Global Settings screen. To reach the Payments settings, just click on the Global Settings link under the RegistrationMagic dashboard menu. On the Global Settings screen, you will see many categories of settings. Find and click on the Payments link.

From the Payments settings screen, you are allowed to configure multiple payment processors. But for the purpose of this guide, we are going to setup only PayPal. Once you have understood the method for stetting up PayPal, you can setup any other payment processors in similar way. Moving forward, please enable the checkbox next to the PayPal logo…

…and click on the adjoining configure link as well. Clicking on this link will open up a popup box which will require you to add your PayPal email address and set whether you want to enable test payments or not. Test payments are useful if your site, or form, is still in development stage and not live to the public yet. You can also setup any checkout page styles from this popup that you may have created from your PayPal account. A detailed description of all the settings on this screen can be viewed from our Knowledgebase here.

Step 2 – Create Product

Next step after configuring the global Payments settings is creating a Product.

Forms, by themselves, only act as an interface to accept payments. It is Products that do all the heavy lifting backstage to make payments really work with the forms. Therefore, you’ll first have to create a Product and then add that Product to any form(s) of your choice using the ‘Add Product’ form field. Letting Products handle payments also decouples it from individual forms, the benefit of which being that you get to use one Product for payments in as many forms as you want, as many times as you want. Payment configuration will not remain bound to any particular form.

Enough talk, you say? Let’s get to the action then. Proceed ahead by clicking on the ‘Products’ menu item under the RegistrationMagic dashboard menu. This will lead you to the Products screen. If you have no products created already, the default message on this screen will tell you what you need to do.

Assuming you haven’t created any Products already, just go ahead and click on the ‘New Product’ link at the top, just underneath the Products heading. Next up, you will now see a screen that will allow you to create a new Product. Use the help-texts on the right of each setting to know more about them. A detailed description of all the settings on this screen can be viewed from our Knowledgebase here.

After adding all the required details, click on the Save button to create the new Product. It will now appear in the all Products list.

Step 3 – Add Product to Form

After going through Steps 1 & 2, you must be fired up to accept payments from your RegistrationMagic forms. Well, keep your enthusiasm high as we are going to go through this last step fairly quickly. All you need to do is just add a new field to the form of your choice. To do this…

  • Click on the ‘Fields’ link at the bottom of the form card from the all forms screen.

RegistrationMagic Payment Form

  • Click on the ‘Add Field’ button inside any empty column in a row.

  • Select the field as ‘Add Product’ field.

  • Choose the Product you just created and click on the ‘Add to Form’ button.

The payment will now show up on the form once you publish it live using the form’s shortcode. You can also preview it on the front-end by clicking on the ‘Preview’ link on the Fields Manager screen.

Step 4 – Add Variable Quantities and Total Price to Form

This step is optional. If you are interested in following two features, follow this article: How to Add Variable Quantities and Total Price to Registration Form Payments

  • Allow customers to choose ‘Variable Quantities’ for your Product fields
  • Display ‘Total Price’ at the bottom of your form

Let us know if this guide was helpful or not by posting a comment below. Your feedback will be immensely valuable in helping us make RegistrationMagic even more productive and fun to use.

We’ll keep on adding more guides like this to assist RegistrationMagic users on their way to a more wholesome user registration experience. Till then, keep exploring the various other possibilities of RegistrationMagic on your own; we assure there are aplenty.

The post WordPress Payment Form Guide: Setup Payments on Registration Form appeared first on RegistrationMagic.

]]>
https://registrationmagic.com/setup-payments-on-registrationmagic-form-using-products/feed/ 134
WordPress User Registration Custom Status Guide https://registrationmagic.com/wordpress-user-registration-status-guide/ https://registrationmagic.com/wordpress-user-registration-status-guide/#comments Sat, 09 Apr 2022 15:37:15 +0000 http://registrationmagic.com/?p=36911 Introducing WordPress User Registration Status, Labels and Actions If you are already a user of our WordPress registration plugin, you maybe aware that it’s like a swissknife for managing user registrations on your WordPress site. Many of its feature sets (a.k.a extensions) work like toolkits which can be modified to serve any business or industry […]

The post WordPress User Registration Custom Status Guide appeared first on RegistrationMagic.

]]>
Introducing WordPress User Registration Status, Labels and Actions

If you are already a user of our WordPress registration plugin, you maybe aware that it’s like a swissknife for managing user registrations on your WordPress site. Many of its feature sets (a.k.a extensions) work like toolkits which can be modified to serve any business or industry vertical. And once you combine power of these feature sets to match your workflows. It is then, you realize the full potential of RegistrationMagic plugin and our WordPress User Registration Status feature will only make things better.

By the way, it is completely fine if you wish to use RegistrationMagic for just filling up WordPress registration forms and it will shine as well as any other system out there. But its real power lies beyond that. For most businesses, submitting a form is start of a workflow and not the complete process in itself. You have people filling up your registration forms, now what? How do you take care of the next steps? Would you not love to have a system that take care of everything beyond the submission right there inside the WordPress dashboard itself? 

When it comes to taking care of complete WordPress user registration and form submission processes that extend beyond filling up forms, RegistrationMagic is a complete registration solution in itself. And even if you do not need everything it offers, you can be rest assured that it will scale with your business, if and when you need it. So you can pack and stow away your nightmare about switching to something else during peak season and hiring developers to migrate your form data. Let’s discuss how WordPress User Registration Status can help admins.

WordPress User Registration Status User Basics

One of the most important customizable extensions in RegistrationMagic is Custom WordPress User Registration Status. Custom Statuses fulfill following requirements:

  1. Tagging or labeling form Submissions
  2. Executing multiple actions on a submission with single click
  3. Additional 4th level filtering option for submissions

Default Custom Screen

Image: Default Custom WordPress User Registration Status screen

Apart from serving as handy labels or tags, each Custom WordPress User Registration Status can also have a set of action associated with it. Following actions are currently possible with every Status:

  1. Remove an existing Status
  2. Remove all existing Statuses
  3. Send an Email to the user
  4. Send an Email to the Admin
  5. Create User Account
  6. Delete User Account
  7. Activate User Account
  8. Deactivate User Account
  9. Attach Private or User Note
  10. Ban Email
  11. Ban IP
  12. Unblock Email
  13. Unblock IP

Not all registration processes are simple accept or reject scenarios. There can be multi admin vetting, conditional approvals, temporary or permanent rejections etc. (Please note, RegistrationMagic already has you covered if you want to have automated vetting of submissions! – check out WordPress forms Automation guide.) To demonstrate power of WordPress Custom User Status, we will create an imaginary scenario. Once again, you may or may not need all the features; it’s totally up to you how and what you want to use. We keep adding features to RegistrationMagic to cover all possible scenarios. So here’s what will happen:

Scenario

  1. User submits form 1
  2. Admin 1 vets the form. Based on the outcome:
    1. Admin 1 Rejects the form.   
    2. OR Admin 1 Approves the form and asks user to fill another form.
  3. User submits form 2
  4. Admin 2 vets the form. Based on the outcome:
    1. Admin 2 rejects the form, deactivates user account and blocks user email.
    2. Approves the forms and activates user account.

Preliminaries:

We will create following properties in RegistrationMagic:

  1. For Step 1: Sample Form 1
  2. Step 2: Custom Status ‘First Rejection’ and ‘First Approval’
  3. Step 3: Sample Form 2
  4. Form Step 4: Custom Status ‘Final Rejection’ and ‘Final Approval’

Although, to keep things simple, we will create basic forms, you can use Custom WordPress User Registration Statuses with any type of forms. We shall also make sure that submission notification form Sample Form 1 goes to Admin 1 and for Sample Form 2 goes to Admin 2. Additionally, success messages and auto-responders for both forms should be set to inform users about the next steps.

To make sure user accounts are not active before Admin 1 vets and approves their submission, we’ll turn off Auto Approval. This is done from Global Settings in RegistrationMagic’s left menu:

Custom WordPress User Registration Status Settings

In Global Settings, click User Accounts:

WordPress User Registration Status User Activation

Now we select Deactivate User for Manual Approval in Account Activation Method option.

To set up specific email notification for both admins, we go to form Dashboard (by going back to All Forms link clicking Dashboard on form card) and click Global Overrides. Global Overrides allow us to set up form specific email notifications.

WordPress User Registration Status Configure

WordPress User Registration Status Admin

User Submission Custom Status Admin 2

To set autoresponders for each form, we click Auto Responder icon in form dashboad.

WordPress User Registration Status Sample 1

Image: Autoresponder for Sample Form 1

To form submission success message, click Post Submission in form Dashboard:

User Submission Custom Status sample 1 configuration

Image: Success Message for Sample Form 1

We shall associate following actions with the Custom WordPress User Registration Statuses we create:

First Rejection:
  1. Send an Email to the User informing him/ her about the rejection
  2. Delete user account

User Submission Custom Status first rejection

User Submission Custom Status first rejection 2

 

First Approval:
  1. Activate user account
  2. Send an Email to the User with link to fill up next form

User Submission Custom Status Final Approval

User Submission Custom Status First Approval

User Submission Custom Status User Account Actions

Final Rejection:
  1. Send an Email to the User informing him/ her about the final rejection
  2. Delete User account
  3. Ban Email

User Submission Custom Status Final Rejection sample 2

Screen Shot 2018-04-03 at 4.45.47 PM

Screen Shot 2018-04-03 at 4.45.56 PM

 

Final Approval:
  1. Send an Email to the user informing him/ her about the approval

Screen Shot 2018-04-03 at 4.55.22 PM

Screen Shot 2018-04-03 at 4.55.34 PM

Screen Shot 2018-04-03 at 4.55.48 PM

Here’s how our Custom WordPress User Registration Status screen looks like now for both forms:

Screen Shot 2018-04-03 at 4.56.58 PM

Image: Custom WordPress User Registration Statuses for Sample Form 1

Screen Shot 2018-04-03 at 4.57.13 PM

Image: Custom WordPress User Registration Statuses for Sample Form 2

Now we have to do one more thing – we make sure the Sample Form 2 is only visible to the users who already have filled Sample Form 1 and are approved. Otherwise anyone with a link can fill up the form breaking the workflow. To do this, we go to the Sample Form 2’s Dashboard and click Limits. Turn on Limits and select Limit by Status(es). Select First Approval from the list. That’s it! All we have to do not is publish the forms.

Here’s the Demo workflow:

 

  • User fills up and submits Sample Form 1.

Screen Shot 2018-04-03 at 5.46.20 PM

 

  • Form submits successfully and user sees success message.

Screen Shot 2018-04-03 at 5.54.53 PM

 

  • User receives email with acknowledgement link to check the form status on site (account not active yet.)

Screen Shot 2018-04-03 at 6.14.10 PM

 

  • Both Admins receive form submission notification.

Screen Shot 2018-04-10 at 11.15.07 PM

 

  • Admin 1 logs in and vets the form.

Screen Shot 2018-04-03 at 6.09.39 PM

 

  • Admin 1 marks the form submission for ‘First Approval’.

Screen Shot 2018-04-03 at 6.09.59 PM

 

  • User receives account activation email

Screen Shot 2018-04-03 at 6.20.42 PM

 

  • User visits the site and checks the form status online.

Screen Shot 2018-04-03 at 6.16.30 PM

Screen Shot 2018-04-03 at 6.19.21 PM

 

Screen Shot 2018-04-03 at 6.19.40 PM

Screen Shot 2018-04-03 at 6.20.04 PM

 

  • Both admins receive emails that a form submission has been marked ‘First Approval’.

  • User receives email with link to Sample Form 2.

Screen Shot 2018-04-03 at 6.14.28 PM

 

  • Next, User fills up and submits Same Form 2.

Screen Shot 2018-04-03 at 6.22.18 PM

 

  • User sees success message

Screen Shot 2018-04-03 at 6.22.41 PM

 

  • Admin 2 receives notification that a new form has been submitted.

  • Admin 2 logs in and filters the forms marked ‘First Approval’.

Screen Shot 2018-04-03 at 6.23.10 PM

 

  • User receives email. Admin 2 vets the form and marks it ‘Final Approval’

Screen Shot 2018-04-03 at 6.28.47 PM

Screen Shot 2018-04-10 at 11.19.59 PM

 

  • User receives email.

Screen Shot 2018-04-03 at 6.33.16 PM

 

  • Both admin receive email that a form has been marked ‘Final Approval’.

As you can see from this fairly simple demonstration that Custom WordPress User Registration Status provide a pretty solid framework to align form submissions and user registrations with your backoffice workflow. We have not yet touched all the feature available inside WordPress User Registration Status extension, or things that can be done in combination with other 50 odd extensions, including our advance WordPress user login plugin extension. This workflow can be branched and extended into multiple steps. Hopefully this provides ample hint of power hidden beneath many layers of RegistrationMagic. Until next time, and stay connected with us on Facebook!

 

The post WordPress User Registration Custom Status Guide appeared first on RegistrationMagic.

]]>
https://registrationmagic.com/wordpress-user-registration-status-guide/feed/ 12
WordPress Forms Security Best Practices [Security Guide] https://registrationmagic.com/security-guide-for-wordpress-forms/ https://registrationmagic.com/security-guide-for-wordpress-forms/#comments Tue, 08 Mar 2022 12:56:27 +0000 http://registrationmagic.com/?p=35735 Secure Online Forms WordPress forms security is probably the most essential component of any web application system. If an application cannot even secure the data it collects, everything else it does is pretty much useless anyway. Today we are going to talk about why security is essential in the context of web forms and how […]

The post WordPress Forms Security Best Practices [Security Guide] appeared first on RegistrationMagic.

]]>
Secure Online Forms

WordPress forms security is probably the most essential component of any web application system. If an application cannot even secure the data it collects, everything else it does is pretty much useless anyway. Today we are going to talk about why security is essential in the context of web forms and how we can create highly secure online forms on a WordPress website.

You must have interacted with a lot of online forms by now. Whether it is for contact requests, registering for an event, or probably just signing up for a newsletter service. When working with any of these, you must have just entered your details and submitted the form. Right? But how you be really sure that your data on the site will remain secure? The problem of WordPress forms security is so widespread that Google took notice of it in 2017 and started displaying such forms as insecure to users, through its Chrome web browser.

 

WordPress Forms Security

WordPress, being the most popular platform for building websites, isn’t safe from this scourge. One such major vulnerability was detected in the Ninja Forms plugin in 2016. And Ninja Forms is currently installed on more than a million WordPress websites.

So, what can a WordPress site owner do to secure online forms and to keep user information safe from prying eyes? Well, the answer is RegistrationMagic. It is the fastest growing user registration plugin available for WordPress and offers exceptional WordPress forms security features to keep form submissions safe.

Here’s a quick look at the security features RegistrationMagic offers…

1. reCaptcha

RegistrationMagic provides seamless integration of its online forms with Google’s reCaptcha user authentication check. reCaptcha for RegistrationMagic forms can be activated from RegistrationMagic’s Global Security Settings.

All you need to do is enable the reCaptcha setting there and add your Site Key and Secret Key. Both of which can be obtained from Google’s reCaptcha Portal. Once activated, it’ll setup the reCaptcha authentication on all your RegistrationMagic forms.

Enable reCaptcha

2. Form Submission Limit for a Device

Hackers are increasing employing brute force techniques to find flaws in a form’s security and exploit it. However, this a trial and error method and requires plenty of failed attempts before any success is achieved.

RegistrationMagic halts such brute force attacks halfway by giving you the power to limit form submissions from a particular device. This means that if a hacker is trying to find security flaws in the website from the form, RegistrationMagic will stop any further submissions from his/her device. This will end the possibility of any further attacks from it.

Form Submission Limit for a Device

3. Password Rules

Enabling password rules is a highly effective way to make sure users registering from your form aren’t putting in weak passwords. Weak passwords can easily be targeted by hackers to gain access to your website and then wreak havoc once inside. Always ensure that user accounts on your website have limited access and are not using weak passwords.

Following are the key rules that passwords should follow to be considered strong…

  1. At least one uppercase letter
  2. At least one number
  3. Contain at least one special character
  4. Minimum length (should be at least 7 letters long)
  5. Maximum length (15 is a good max limit but the more the better)

Password Rules

4. Ban IP Addresses

If you received a lot of redundant form submissions from a particular IP address, it is always a good idea to ban that IP address from accessing the form again. You never know if those redundant form submissions were spam or someone just trying to break into your website. In most cases, it is the latter.

Banned IPs

5. Ban Email Addresses

Similar to banning IP addresses, you can also ban email addresses from accessing the form too. To make the form stronger in resisting any possible attacks, use both the bans simultaneously.

Banned Emails

6. Blacklisted/Reserved Usernames

Common usernames are easy pickings for hackers. Before getting to the password of a user account, a hacker has to determine the username of the account first. However, if someone is using common usernames like ‘admin’ or ‘company’, that person has done half of the hacker’s work then and there. The hacker now only has to determine the password for the account as the username is already on their list to go for first. So, always reserve common usernames from being used on your website.

Make use of RegistrationMagic and follow these simple WordPress forms security rules to secure online forms and to keep hackers away from your web forms for good.

The post WordPress Forms Security Best Practices [Security Guide] appeared first on RegistrationMagic.

]]>
https://registrationmagic.com/security-guide-for-wordpress-forms/feed/ 2
Advance WordPress User Login Plugin Guide https://registrationmagic.com/wordpress-user-login-plugin-guide/ https://registrationmagic.com/wordpress-user-login-plugin-guide/#comments Wed, 08 Aug 2018 08:54:35 +0000 http://registrationmagic.com/?p=40934 An Advance WordPress User Login Plugin ⚒ Reinventing WordPress User Login With the release of RegistrationMagic plugin 4.0, we have totally upgraded the WordPress user login system. All login and logout options have now been moved inside login form’s own dashboard area. Finally, you can manage login, logout, registration, contact and any other form under […]

The post Advance WordPress User Login Plugin Guide appeared first on RegistrationMagic.

]]>
An Advance WordPress User Login Plugin
⚒ Reinventing WordPress User Login

With the release of RegistrationMagic plugin 4.0, we have totally upgraded the WordPress user login system. All login and logout options have now been moved inside login form’s own dashboard area. Finally, you can manage login, logout, registration, contact and any other form under a single powerful and reliable WordPress User Login Plugin.  With this step, we can now roll out more new features for WordPress user login and registration forms in the coming months. So, without further ado, let us walk you through what’s new!

Download the free yet feature-packed version from our WordPress page.

The Login Form Card

The “All Forms’ section of our WordPress user login plugin displays both prebuilt and user created forms. Login form card has always been pinned to the first position, ahead of WordPress registration forms. But besides displaying plugin’s login form shortcode, it has offered little. We have changed that. While hovering cursor above it, you will notice two familiar links. Login form now has its own Dashboard and Fields pages. We’ll start with the dashboard.

WordPress user login plugin Login Form Card

RegistrationMagic Login Form Card

A. The Login Form Dashboard

Welcome to the brand new Login Form dashboard! Although identical to registration and contact form dashboards in look and feel, you will find new set of icons and stats. That’s because login form is inherently different. Here’s a summary of all Dashboard elements:

WordPress Login Form Dashboard

RegistrationMagic Login Form Dashboard

The Line Graph

Visualizing WordPress Login Activity

The line graph of WordPress user login plugin represents Login Success vs. Failures on your site. Similar to the registration and contact form line graphs, you have a choice to swap time period between 7, 30 (default), 60 and 90 days. As a result, it’s an excellent place to see what’s going on with your login form. Large variations between lines can point to an issue with the page or alert you about a brute force attack.

WordPress user login plugin Login Graph

RegistrationMagic WordPress Login Graph

The Submission Activity Tracker

? Staying On Top Of  WordPress Login Notifications

In contrast to registration forms, the Submission Activity Tracker in second column now represents the login events via the plugin, with user details. Because these events do not have simi submission pages, the items in the list are not clickable.

WordPress user login plugin Login Activity Tracker

WordPress Login Activity Tracker

The Build Section

? Building That Perfect Login Form using WordPress User Login Plugin

The Build section provides controls to edit and modify the view of your custom Login Form of your WordPress user login plugin. Furthermore, it has three icons leading to respective settings pages:

  1. Fields
  2. Design
  3. Logged In View

WordPress Login Form Build Section

RegistrationMagic Login Form Build Section

1. Fields

The Fields link takes you to the Login Form’s Fields Manager. You can also find this link from the form card! This is where you tweak the plugin’s login form.

Because it’s a login form, you cannot add other custom fields to it. Despite this, you still get a fair amount of flexibility. Plus, Username, Email and Password fields are now fully editable with newer options. Additionally, you can add custom icons, styles, placeholders, labels for buttons, etc. Also, you can remove the password field altogether to auto-generate passwords for your users.

WordPress user login plugin Field Manager

Fields Manager

WordPress user login plugin Password Options

Password Options

WordPress user login plugin Username Options

Username Options

2. Design

Finally, you can edit the design of Login Form of your WordPress user login plugin in the Visual Design Editor. While this was standard across custom registration and contact forms, login form still had to inherit theme’s properties (which it still does by default). Be ready to add a bit of visual flair to your form!

WordPress Login Form Design Options

Login Form Design Options

Redesigned WordPress Login Form

Redesigned WordPress Login Form

3. Logged In View

The login form you just built can take care of things before a user has logged in (or after a logout). But what will your users see on login page after logging in? While many WordPress User Login Plugins add a line or two of static text with a logout link, we didn’t think that was a bright idea. So with this release, you will have greater flexibility on what appears to the user on the Login page after logging in. Moreover, the view applies to widgets associated with the plugin. Definitely relevant for the sites with a persistent login form rendered on every page via a widget.

Also, these settings allow you to add custom greeting text, custom salutations, avatar, custom text, links, etc. And of course, logout link is also present by default.

RegistrationMagic WordPress Logged In View Settings

Logged In View Settings

RegistrationMagic WordPress Front-end Logged-In View

Front-end Logged-In View

The Configure Section

⚡ Power And Security For User Login

Here, you will find all the settings for Login form’s behavior. Likewise, it is divided into:

  1. Redirections
  2. Validation and Security
  3. Password Recovery
  4. Two-Factor Authentication
  5. Email Templates

RegistrationMagic WordPress Login Form Build Section

RegistrationMagic Login Form Build Section

1. Redirections

Role based custom redirections are here! From a humble redirection option in Global Settings, we have expanded it into a dedicated area inside the plugin. Both custom login and logout redirections are possible for each role. Certainly, a super handy tool for admins with substantial role focussed sites. Of course, you can still set a common redirection for all users if that’s what you want.

WordPress Login Redirections

WordPress Login Redirections

2. Validation And Security

Introducing a significant addition to plugin’s Login system. While adding a few important layers of security against hacks like brute force, it does not takes reigns from your hands. Many new options debuting here are fast becoming standard across the secure web. So, there’s no reason your site should be left behind!

Moreover, you can specify error messages for failure events too.

You can also:

  • Prompt users to reset their passwords.
  • Warn them when their username was used in a failed login attempt.
  • Send updates to the admin.
  • Enforce reCAPTCHA after a certain number of failures.
  • And even ban an IP after successive failures with fully customization ban durations!

Although indispensable on registration forms, many of us do not add reCAPTCHA to our login page. It’s a trade-off, to avoid inconvenience to actual human users of our sites. While true, this is also an open bait for brute force attacks. A common hack, where a bot will try to force through the plugin’s login form. The bot will batter it with seemingly many password trials. Now you can add reCAPTCHA which appears only after certain number of failed attempts. Further failures can be configured to ban the IP, temporarily or permanently. A temporary ban can enforce a logout state for custom cool down time.

3. Password Recovery

Password Recovery allows you to add a custom password recovery link tour login form. Or, you can completely hide it if you want. We are working on adding more options to this area.

4. Two-Factor Authentication

Two Factor Authentication is gaining popularity in wake of data theft and growing risks of unauthorized access. Hence, RegistrationMagic WordPress User Login Plugin now offers custom Two Factor Authentication system. You can set OTP type, length and expiry along with its behavior. It also supports the regeneration of OTP with rules. Further, you can use Two-Factor Authorization on specific user roles!

5. Email Templates

Introducing a new set of custom User and Admin email templates triggered by login events to complement existing user registration templates. What’s more, they also arrive with new content shortcodes to make your notification even more powerful. These templates are divided into two sections:

Emails to the User

These are the emails which are sent to the user. They include:

a. Failed Login Attempt Email Notification
This email is triggered when someone tries to login using a valid username or email, but an incorrect password. Thus, the recipient is the owner of a user account. If the owner did not attempt the login, it points to suspicious login event. Probably it’s a good idea here to add an admin’s contact details or link to a form on your site. This allows users to report back the incident. User feedback here can also help you single out suspicious activities on your site.

Pro Tip: You can create a reporting contact form and paste its link in the template. Not only it allows you to track spam but also makes sure it automatically attaches each report to sender’s account. Also, you can auto-fill user information in the reporting form using meta data – autofill contact form fields using user account. If you are using RegistrationMagic Premium, you can also forward all these requests to a designated security person.

b. One Time Password
Custom Template for sending a one time password.

Emails to the Admin

These are the emails sent to the admin.

a. Failed Login Attempt Email Notification
All failed login notifications are sent to the Admin with IP and time stamp.

Pro Tip: If you are on the move, and feel suspicious activity on your site login system, you can  block the IP right from the notification email with a single click.

b. IP Blocked email notification
This email sends details when an IP is blocked based on rules set by you.

The Publish Section

? Front-end WordPress Login Page

The Publish section shows links related to front-end rendering of various login components:

  1. Login Box
  2. Login Button
  3. OTP Login
  4. MagicPopup

RegistrationMagic WordPress Login Form Publish Section

RegistrationMagic Login Form Publish Section

1. Login Box

A shortcode that renders login form on any page or post. Similarly, you can paste the shortcode inside a widget with an editor. If you need to display login inside a widget area, we would recommend the next two methods.

2. Login Button (Widget)

It allows you to publish Login and Logout buttons anywhere on your site. Added to that, it offers you the option to define your custom Login and Logout button labels.

3. OTP Login (Widget)

Another login widget that renders login form. Also, it supports OTP for users without an account on your site. OTP allows them to see their submissions and payments.

4. MagicPopup

A beautiful and powerful login system that uses overlays. As a result, it does not interfere with your WordPress theme or layout. Besides login, it renders custom registration form, user account details, log out button, WooCommerce shopping cart and much more!

The Integrate Section

? A Social WordPress User Login Plugin

Using Integrate section you can allow users to login using popular external services like Facebook, Google, Twitter, Windows Live, Instagram, etc. Clicking on these icons will offer you methods to set up each external services.

RegistrationMagic WordPress Social Login

RegistrationMagic Login Form Integrate Section

The Analyze Section

? Keeping An Eye On WordPress User Login Plugin Activity

Following on the heels of success with registration forms, the Analyze space debuts with a Login Form! Since a login form shows a different set of statistics, we have redone all of it from scratch. The result is a filtrable timeline view of login events. Moreover, the new section offers controls to make important decisions about these events.

Each login event is recorded with the following data:

  • Username or Email
  • Time
  • IP
  • Browser
  • Method:
    • Normal
    • Two-Factor Authentication
    • OTP (Non-registered users)
    • Social
  • Login Result
    • Success
    • Failure
    • Password Reset
    • OTP Resent
    • OTP Regenerated
  • Failure Reason
      • Wrong Password (Normal/ 2FA)
      • Wrong Username (Normal/ 2FA/ OTP)
      • OTP Expired (2FA/ OTP)
      • OTP Invalid (2FA/ OTP)
      • Wrong reCAPTCHA

    (Normal/ 2FA)

  • Password Reset Initiation

RegistrationMagic WordPress Login Form Analyze Section

RegistrationMagic Login Form Analyze Section

1. Login Analytics

The Login Analytics section displays two visual elements:

  • Login Timeline
  • Login Success vs. Failure Line Graph
Login Timeline

This is a visual table which shows a list of login events. It replaces the regular table in Form Analytics. Also, each list item has a cog shaped button with a drop down menu. Additionally, an Advanced View link on top reveals extra filters.

RegistrationMagic Login Timeline in Login Analytics

Login Timeline in Login Analytics

Following details are visible:

  • Login Date
  • User Avatar
  • Availability (Green Orb)
  • Browser (Icon)
  • IP (Red and crossed if IP was banned during failure)
  • Method – Normal/ 2FA/ OTP/ Social
  • Icon view of the login result
  • Boolean Login result – True / False
  • Cog Icon (with a drop down menu.)

Clicking the cog button will open a drop down menu. It has actionable items related to login records.

Login Records Context Menu

 

  • Suspend User (If the user is already suspended, it shows ‘Activate User’).
  • Reset Password – Resets and resends strong password.
  • Block IP – Blocks IP in the record. If it is already blocked, it becomes ‘Unblock IP’.
  • Send Email – Opens a popup to send mails to the user.
  • Details – Displays more data about the login in a popup.

First three items will trigger a popup set up messages.

Then clicking the Details item shows the detailed data in a modal. Here’s an example:

RegistrationMagic Login Details Popup

Login Details Popup

Advanced View in Login Timeline

Advanced View in WordPress Login Timeline

Advanced View in Login Timeline

Plus, the Advanced View offers extra controls inside a timeline table. It is a single page view, that shows all login records with the following filters.

  • Login Type:
    • Any Default
    • Normal
    • 2FA
    • OTP
    • Social
  • Login Result:
    • Any Default
    • Success
    • Failure (All)
    • Wrong Username/ Password/ reCAPTCHA, OTP
    • Expired OTP
    • Social Authentication Failure
  • Global Expression: Input box Searches username, first name, last name, IP.
  • Search Button
Login Success vs. Failure line graph

This is the same graph that appears on the Form Dashboard.

2. Logs Retention

The Logs Retention allows you to set a limit for keeping the logs. Thus, it can help you in cleaning database and complying with local data laws.

WordPress Login Logs Retention Options

Logs Retention Options

B. User Manager

So finally you get to the User Pages also the User Manager here show login activity! Apart from Registration, Payments, Mails and WooCommerce tabs, we have also added a new tab. This will show you a timeline of a user’s login activity.

WordPress User Manager Login Timeline

User Manager Login Timeline

C. Login and Logout Button Widget

Finally, a Login Logout Button widget which you can place on any widget position on your site! Added to that, it also offers a Log Out View with the ability to set login and logout button labels. You can even set a sign in form with a link to open in a modal! Then, hover effects with Logged In View adds a dash of style. This may be the only Login and Logout button widget you need on your site.

RegistrationMagic WordPress Login Button Widget

Login Button Widget

So, hope you enjoyed reading about our new WordPress User Login system. Despite being a module in RegistrationMagic as a whole, it can replace your current WordPress Login Plugin. So give it a try! Besides, We have kept many login features for FREE. Also, do not forget to check out the advanced RegistrationMagic WordPress registration form. In case you need to create a WordPress registration page to register your users.

The post Advance WordPress User Login Plugin Guide appeared first on RegistrationMagic.

]]>
https://registrationmagic.com/wordpress-user-login-plugin-guide/feed/ 39