Join Process User Success Stories/Use Cases
User Story 1
Tim Barr of The National Association of Professionals would like to add a link to their web page where potential members can apply/sign up for one of three membership types (Student Member, Professional Member, Retired Member). How can he set this up?
In the App picker, [Click] on Join Process.
From the Join Process Home page, [Click] the New button.
Once on the Landing page of the Join Process Builder, [Add] a Marketing Page.
From the Marketing Page, [Check] the Is First Step checkbox.
From the Marketing Page, under the Navigation subheader, [Select] Navigation by Item - this will allow your applicants to see navigation buttons next to the individual items listed on the marketing page.
From the Marketing Page, click the Add Group button, and name the Group “Membership Types.”
From the newly created Membership Type Group, [Select] Add Item and [Add] the following three items: Student Member, Professional Member, and Retired Member. To create an Item follow the steps below:
In the Item Search bar [Find] the desired Item (These Items must be created in the System before being able to reference them in Join Process) - in this case we will start with Student Member.
[Check] Is Published to ensure that the Items can be seen in the Portal view.
[Type] an Item Label and Item Description you would like users to see when reviewing the Marketing Page - in this instance, we will use their previously assigned names and leave the description blank. These will prepopulate with the Item Description and Label on the Item record, but can be edited as desired.
In the Next Step Lookup drop down menu, [Select] Product Flow, and in the Button Label field [Type] Student Member (This will make the Product Flow page the second/next page seen by the user/applicant).
[Click] Proceed to Next Step in the Item modal.
From the Product Flow page, [Select] Specific Item Selection, and [Add] the Item "Student Membership."
From the Product Flow page, [Click] Proceed to Next Step.
In the Next Step Lookup drop down menu, [Select] Payment Page. This will make your next step the Checkout/Payment page, where users will pay for their Student Membership after selecting the Student Membership from the Marketing page.
[Click] Save and Return to Process Builder, where you will return to the landing page in the Join Process Builder.
From the Join Process Builder landing page, [Select] the previously created Marketing Page and [Repeat] the steps mentioned above when creating the Professional Member and Retired Member items in Join Process.
After [Creating] your Items, Product Flow pages, and Payment pages for all 3 memberships, [Click] Save & Exit in the top right corner of the Join Process Builder.
Tim has now created a Join Process where applicants will be directed to the a page where they can select from the 3 membership types desired.
User Story 2
Tim Barr of The National Association of Professionals would like to add a link to their web page where potential members can apply/sign up for one of three FREE professional experience based membership types (Student Member, Professional Member, Retired Member).
However, he also wants to minimize the number of duplicate contacts created, while creating a page for all new applicants can view the Membership benefits/types. Tim would also like to collect information for anyone that views this page. He would also like applicants to answer a series of questions that, pending their answers, will direct them to most appropriate Membership type. How can he set this up?
In the App picker, [Click] on Join Process.
From the Join Process Home page, [Click] the New button.
Once on the Join Process Builder Landing Page, [Create] an Authentication page. This page will minimize the number of duplicates by preventing email addresses already tied to a contact in the system from creating a new Contact Record/Log In, as well as allow current Members to sign into the portal w/out providing new information/setting up a new Log In/Contact Record.
From the Authentication Page, [Check] the Is First Step checkbox.
On the Authentication Page of the builder, [Enter] the appropriate Login and New User Instructions, Labels, and Titles as desired.
In the Next Step Lookup drop down menu, [Select] the Marketing Page, so that the Marketing Page will be the next page seen after a user advances from the Authentication page.
[Click] the Proceed to Next Step button.
Once on the Marketing Page builder, [Create] a Group titled “Membership Types", by [Clicking] the Add Group button.
From the Marketing Page, under the Navigation subheader, [Select] navigation by Item. By selecting Item, your Users will now see navigation buttons next to each individual item on the marketing page.
Under the Group "Membership Types", you will need to [Add] the following items: Rookie Member, Professional Member, Retired Member. To do this, you will need to follow the steps below:
In the Item Search bar [Find] the desired Item (These Items must be created in the System before being able to reference them in Join Process) - in this case we will start with Student Member.
[Check] the Is Published checkbox to ensure that the Items can be seen in the Portal view.
[Type] an Item Label and Item Description you would like users to see when reviewing the Marketing Page - in this instance, we will use their previously assigned names and leave the description blank. These will prepopulate with the Item Description and Label on the Item record, but can be edited as desired.
In the Next Step Lookup drop down menu, [Select] Qualifying Questions, and [Label] the button as Next Step (This will make the Qualifying Questions page the second/next page seen by the user/applicant).
[Click] the Proceed to Next Step button in the Item modal.
From the Qualifying Questions page, [Enter] the appropriate Page Title and Instructions as desired.
From the Select Existing Forms drop down, [Select] Tim's previously created Form (See Form Builder Documentation) "Professional Experience Level" - this form has the question "What is your current Employment Status?" with the following picklist values: Student, Professional, and Retired.
In the Next Step Lookup drop down menu, [Select] the Product Flow page, so that the Product Flow Page will be the next page seen after a user advances from the Qualifying Questions page.
[Click] the Proceed to Next Step button.
From the Product Flow Page, [Enter] a Title and Instructions.
Under the Item Selection Type subheader, [Select] Dynamic Item Selection.
After selecting Dynamic Item Selection, [Click] Add Item, and [Add] the following Items with the Filter Criteria below:
Student Membership: Object = Contact, Field = Employment Status, Operator = Equals, Value = Student
Professional Membership: Object = Contact, Field = Employment Status, Operator = Equals, Value = Professional
Retired Membership: Object = Contact, Field = Employment Status, Operator = Equals, Value = Retired
In the Next Step Lookup drop down menu, [Select] Confirmation page.
From the Confirmation Page, [Enter] the desired Page Title (Membership Gifted), Labels (Thank You for becoming a Member), and Instructions.
[Select] Save & Return to Process Builder.
[Select] Save & Exit from the top right corner of the Join Process Builder.
Tim has now created a Join Process where applicants will be first directed to an authentication page – where applicants can verify if there is an account tied to their email address. If their email address is not in the database, they will then fill out an application form, where depending on their employment status, they will be given a free Student, Professional, or Retired Membership free of cost.
User Story 3
Tim Barr of The National Association of Professionals would like to add a link to their web page where potential members can apply/sign up for one of three experience based membership types: Rookie Member (1 year or less of experience), Mid-level Member (2-4 years of experience), and Senior Member (5+ years of experience).
Potential applicants should be able to view the membership/benefit types without sharing their contact information. However, he also wants to ensure that there are no duplicate contacts created and that all new, interested applicants contact information is collected.
Tim also would like for applicants to answer a series of questions that, pending their answers, will direct them to most appropriate Membership. From the Item selection page users will then be directed to a Custom Donation page before checkout, where they have the ability to make a donation to the National Association of Professionals, before checkout. How can he set this up?
In the App picker, [Click] on Join Process.
From the Join Process Home page, [Click] the New button.
Once on the Join Process Builder Landing Page, [Add] a Marketing page.
From the Marketing Page, under the Navigation subheader [Select] Step - by selecting Step, your members will only see a navigation button at the bottom of the page (This first marketing page will act as a place for potentially interested applicants to review the benefits of a Membership, without requiring a previous membership or giving away their contact information).
From the Marketing Page, [Create] a Group titled “Membership Types.”
In the Group "Membership Types," add three Items (Rookie Membership, Mid-level Membership, and Senior Membership). The Group Name will display at the top of the page (similar to a header), while the 3 Membership types/items will fall underneath (in order) when viewed by Users in the portal.
From the Marketing Page, [Check] the Is First Step checkbox.
From the Marketing Page, In the Next Step Lookup drop down menu, [Select] the Authentication Page (This Authentication page will require all users to be previously known to the database, or create a new contact record in the database).
From the Authentication Page, [Enter] the desired Instructions, Labels, and Titles.
From the Authentication Page, In the Next Step Lookup drop down menu, [Select] Marketing Page in the Next Step Lookup.
From the Marketing Page, under the Navigation subheader, [Select] navigation by Item - By selecting Item, your Users will now see navigation buttons next to the items in the marketing page.
From the Marketing Page [Create] a Group titled “Membership Types”, and three Items (Rookie Membership, Amateur Membership, and Senior Membership). This can be done by following the directions below:
Underneath the Group header, [Click] the Add Item button.
In the Item Search bar [Find] the desired Item. (These Items must be created in the System before being able to reference them in Join Process) - in this case we will start with Rookie Member.
[Check] the Is Published checkbox to ensure that the Items can be seen in the Portal view.
[Enter] an Item Label and Item Description you would like users to see when reviewing the Marketing Page, in the corresponding fields. In this instance, we will use their previously assigned names and leave the description blank.
For Next Step Lookup, select Qualifying Questions, and [Label] the button as "Next Step" (This will make the Qualifying Questions page the next page seen by the user/applicant).
From the Item modal, [Click] Proceed to Next Step.
From the Qualifying Questions page, [Enter] the appropriate Page Title and Instructions as desired.
From the Select Existing Forms drop down, [Select] Tim's previously created Form (See Form Builder Documentation) "Years of Professional Experience" - this form has the Question "How many years of working experience do you have?"
[Click] Save & Return to Process Builder.
From the Landing Page of the Builder, [Click] on the previously created Marketing Page. From there, Steps A-F must now be [Repeated] for the Mid-level and Senior Memberships.
In the Next Step Lookup drop down menu, [Select] Product Flow page.
From the Product Flow page [Enter] a Title and Instructions as desired.
From the Product Flow page, underneath the Item Selection Type, [Select] Dynamic Item Selection for the three items (Student Membership, Mid-level Membership, and Senior Membership) with the following operators/values on the Product Flow Page (see below)
Student Membership: Object = Contact, Field = Years of Experience/Custom Field, Operator = Less than or Equal to, Value = 1
Mid-level Membership: Object = Contact, Field = Years of Experience/Custom Field, Operator = Greater than or Equal to, Value = 2
Mid-level Membership: Object = Contact, Field = Years of Experience/Custom Field, Operator = Less than or Equal to, Value = 4
Senior Membership: Object = Contact, Field = Years of Experience/Custom Field, Operator = Greater than or Equal to, Value = 5
From the Product Flow page, in the Next Step Lookup drop down menu, [Select] Custom Page (The custom page will be your Donation Page, to allow users to make a donation before checking out).
From the Custom Page, from the Visual Force Page API Name drop down menu, [Select] the Donation Page, and [Enter] the Page Title as “Donation Page.”
In the Next Step Lookup drop down menu, [Select] Payment page.
[Click] Proceed to Next Step.
From the Payment Page, [Click] the Save & Return to Process Builder button.
From the Landing Page, [Click] Save & Exit.
Tim has now created an application page where potential applicants can view different Membership type and review their benefits. If interested in becoming a member, they will then be sent to an Authentication page, where they can either sign in OR create a user. After signing in or creating a user, the applicant will then be directed to a qualifying questions page – where they will fill out a form answering how many years of professional experience they have.
Pending the answer of their form/that question, they will then be directed to the appropriate Membership type for which they qualify. After selecting the Membership to purchase, the applicant will be directed to a Donations Page, where he/she can donate money (if desired) to the National Association of Professionals. After deciding if they would like to make a donation/how much to donate, the applicant will then be directed to a Payment Page, where they will pay the total amount due (Donation amount AND cost of Membership), and become an official National Association of Professionals Member.