How To Remove Information After Register

Afterward Registration Extended Profile Fields - Apply Case - How to Ask a User to Add Boosted Data Later on He Registered

Apply Case – How to ask a user to add additional information after he registered.

Dorsum to User Guides

Video Employ-Case

Introduction

CM After Registration Extended Profile Fields is a WordPress plugin that allows you request data from your users after they have registered, enriching their profiles. This powerful plugin boasts a visual Profile Form builder and allows the admin to automatically update the role of users who consummate the questionnaire.

Apply Case Front-Cease

one) User registration:

2) We can run into that the user function after registration is "Subscriber".

3) The user can see the notification that offers to complete his profile:

4) The user completes the form:

5) After the user completed the form, we can see that his role changed to "Unicorn".

half-dozen) And at present this user has an admission to the admin dashboard and can manage WooCommerce products, as we allowed it for this user role.

Use Case Assumptions

In this example we will consider how to build the grade with all options you demand, how to create different user roles and how to automatically update their roles after completing the questionnaire.

We presume that you've already bought the plugin, merely not installed it yet.

Information technology follows:

Installing the plugin
What the plugin does
User roles
General settings
Translating the front-terminate labels
Building the form
End Result
Managing User Data

Installing The plugin

The procedure is the same for all CM plugins and add together-ons.

Download the plugin from your customer dashboard
Log in to WordPress and navigate to theWordPress Admin → Plugins settings
Click onAdd New
Activate itand add the license

Learn more than:Getting Started - Plugin Overview

What the Plugin Does

The After Registration Extended Contour Fields plugin allows you to recall data from users after they have logged in, enriching their profiles.

This is done through a Profile Course that can be activated with a notice or through the use of shortcodes.

You can also assign new roles to those users that complete the profile class with actress fields.

User Roles

Before we get-go getting know our plugin closer, let'south brand a modest digression. As there's ability to upgrade the user role after completing the questionnaire, it might exist useful for you to know about how to create new user roles and define their capabilities.

For example: let's create a user role chosen "Unicorn" with abilities to manage WooCommerce products (create, edit, delete them). Then, afterwards registration the user gets standard role "Subscriber". And so he volition be asked to complete the course with the data to upgrade his role to "Unicorn".

For creating new user roles you can use the User Function Editor plugin. You can install it the aforementioned way every bit any other WordPress plugin.

Later on you installed the plugin navigate to Admin Dashboard → Users → User Function Editor.

Next footstep - you need to click the Add together Role button, requite a name to the new part, define its capabilities so save the changes using the Update button.

Now you know how to create new user roles, and so nosotros tin can go straight to our primary plugin.

General Settings

Let'due south start with the plugin settings.

Navigate to Admin Dashboard → After Registration → Settings.

Under the General tab you can see a few settings:

Display discover automatically - Enable information technology to automatically display the notification with proposal to fill the questionnaire. To display it manually you can use a shortcode [cmareg-extended-profiles-detect]. Learn more about shortcodes: Later on Registration Extended Profile Fields - Shortcodes
Detect bulletin - Write here a message that will be displayed in the notification. This field accepts HTML and the placeholder [epurl] that fetches the extended profile pages URL.
Extended contour fields class page - Cull the page where the questionnaire is located. Once the plugin is installed, the page is created automatically. You lot can also create your own folio, place there a shortcode [cmareg-extended-profiles] and choose this page. Acquire more about shortcodes: After Registration Extended Profile Fields - Shortcodes
Roles - Select any number of roles to display the detect only to them. By default, all roles will exist selected.
Assign new office after the form is filled? - If you want users to have a new role afterward completing the form, you tin cull a role here. Let'south choose here the role "Unicorn" that we created before for our instance.
Notice container course or id - if you desire to add a notice to a custom position yous need to add a class proper name with period such equally.container or ID with hash such as#container. If you go out it empty then notice will prepend in body.

Don't forget to click the Relieve push to salvage the changes.

In the settings carte you lot can also see the button Articulate enshroud on the bottom right. Information technology might be useful to employ for clearing cache in rare situations, when something goes wrong.

Translating the Front-end Labels

In the next tab Labels you can customize or translate to some other language the following items:

extended_profiles
extended_profiles_field_required
extended_profiles_save_btn
extended_profiles_success

Building the Form

The Profile Course is a collection of Custom Fields that the user must fill. Custom Fields are extremely versatile: they can exist used for adding a telephone number, a short blurb, a description of the service they provide, request if a subscriber is over eighteen or not, and many more.

Adding Custom Fields to the Profile

Navigate to Admin Dashboard → Subsequently Registration → After Registration.

There you can see the Form Builder.

Y'all tin add whatsoever input field from the list on the right by dragging and dropping them to the zone on the left. For convenience, the fields can be minimized past clicking on the pencil icon that appears at the top right while hovering over an input field's settings area.

The custom input fields can be reordered by clicking and holding it and then dragging it up or down as desired.

Types of Input Fields

There is a selection of different input fields available to choose from to control the blazon of information being entered by users.

Text Input - Creates a small input surface area for plain text.
Text Expanse - Creates a big input area for plain text. Better for blocks and paragraphs of text.
Number - Creates an input area that will permit numbers only.
Select - Creates a driblet-downward bill of fare to choose from.
Radio Group- Creates a listing to cull from past clicking on radio buttons. Limited to ane option.
Checkbox Grouping - Creates a listing to choose from by clicking checkboxes. Allows multiple choices.
Date Field - Creates a engagement selection field with a driblet-down calendar date picker, an upwards-downward incremental selector or manual input options.

Each of these input types has their own configurations specific to them.

Settings Mutual to All Input Fields

There are also settings that are common to every field and bear on the general beliefs of the form.

Change Label - Edit the front-end characterization for the input field.
User Meta Cardinal - The key to the user meta record in the database. It'southward recommended to change this to something more hands remembered using alphanumeric characters and underscores.
Required - Check this box to make the input field required for the user to complete the registration form.
Restrict to Roles - Show the field merely to the selected user roles.
Tooltip Text - Tooltip that volition appear on hovering.
CSS Form -Filled automatically, merely tin be customized.
Some fields might have the setting Placeholder - so, you can write some text to requite users a hint what type of the answer is supposed to be

Let's create the following course:

Don't forget to click the Save push button to salvage your course.

Stop Result

Permit's see how it will expect similar on the Front-end.

Use Instance Front-End

1) User registration:

ii) We can see that the user part afterward registration is "Subscriber".

3) The user tin can encounter the notification that offers complete his profile:

4) The user completes the class:

5) After the user completed the form, we can see that his role inverse to "Unicorn".

6) And at present this user has an access to the admin dashboard and tin manage WooCommerce products, as we immune it for this user role.

Managing User Data

Allow's see next, what we can do with the received user data.

First of all, you tin export all this information to CSV-file using the push Download CSV correct under the Course Builder.

Y'all tin can also export to CSV the data near definite user and edit the date. To practise that, navigate to Admin Dashboard → Users → All Users.

Hover on the needed user, and there you can see ii new options:

The first option - Extended contour fields to CSV. You can export the data most this definite user to CSV-file.

The 2d option - Edit extended profile fields. Click it to edit the information from extended profile fields.

TIP: View the data from extended profile fields

You can also view the information from extended contour fields while regular editing the user.

Only there you can merely view this data, without the possibility of editing.

Conclusion

Post-obit this uncomplicated guide you can collect user data, enrich their profiles and upgra de their user role.