In this article, we’ll be looking at how to customize WordPress emails of different types, so you can control each type of email you need to send to your users.

Trying to customize WordPress Registration Email normally means copy-pasting a custom function into the functions.php file and then modifying it to fit your project.

But what often happens is that you’re not sure how to implement this because you’re not a developer and you’re not sure how to use the filters that are set up in place.

Now imagine that you can customize the:

• WordPress Registration Email
• The email sender and body text with the info from the fields on the registration form
• Override the from address so that it is the name of the business
• Customize the Admin Email sent when a new user is registered so the email content matches your brand
• Enable WordPress User Registration Email verification

All without touching a single line of code, directly from an intuitive email customization interface.

This is now possible by using the Email Customizer module from Profile Builder Pro. It allows you to modify default WordPress emails sent to both the administrator, as well as new users.

Customizing registration emails this way gives you full control over the way you communicate with your users. Having the ability to edit WordPress email content gives you full control over the user experience.

Ready to learn how to customize WordPress registration emails? Let’s dive in…

Customize WordPress emails using Profile Builder Pro

Before we get into the exact steps for customizing emails, there are a few plugin settings you need to adjust. Let’s take a look at them.

Creating the ‘Form Pages’ for your website

The first thing to do is create the front-end forms users use to register and interact with your site. You’ll find these in the Basic Information section.

Click on the blue button to create three forms for your WordPress site. The plugin creates three pages: Login, Profile, and Register. These pages contain shortcodes that output content to the front-end user.

You don’t need to do anything else with these pages at this stage.

In the next step, activate the two modules needed to accept and manage registrations through the Profile Builder Pro plugin.

Activate the Email Customizer and Custom Redirects modules

Start by activating the Email Customizer and Custom Redirects modules in the Profile Builder Pro plugin. Go to Profile Builder > Modules and check the radio buttons next to Email Customizer and Custom Redirects, then click on the Save Changes button.

General settings

Once active, click on Settings in the main menu to access the General Settings tab. You’ll land here by default.

Email confirmation option

There are a number of settings here that you need to define for your website. The first one is “Email Confirmation” Activated. You can choose No or Yes.

If you choose No, the user isn’t required to verify their email address. WordPress creates the account so the user can log in straight away.

If you choose Yes (the user must confirm their email address before the account is created), another field appears: “Email Confirmation” Landing Page.

Should you ask for email verification? I think so. Given the high number of spammers out there and the vulnerability of some WordPress setups, it makes sense to have newly registered users verify their email address before granting them access to your site. At least you know the email is active.

The default setting for this option is blank because it redirects people to a simple built-in confirmation page.

Instead of doing that, you might want to direct them to a ‘Welcome’ page, a download page or perhaps a ‘Start Here’ page. It’s easy to set up – just choose a published page from the drop-down menu.

Admin approval option

The Admin Approval feature is useful if you want to vet requests from new users before allowing them access. You can choose to approve all users or only select certain roles. You can approve users from the admin dashboard or via email.

Decide how you want users to log in

In the next step, decide if you want to let users log in with their Username and Email or just Username or Email.

If you leave it in its default state, users can log in with either their username or email address and their password. If you alter it you’re specifying the user must use either their username or their email address and password.

People may struggle with this if they have lots of accounts on multiple websites so giving them two options to log in is recommended.

Set password length and security level

And finally, set the minimum password length and strength. The default setting for password strength is disabled so new users can use whatever they want. Depending on how strong the security is on your site, you might want to change this to stop people using obvious passwords such as password or 12345678.

Now that we’ve defined the settings, move over to the Email Customizer tab to customize the emails sent to users and administrators. The tab to enter this section is on the right side of the menu.

In this section, you edit the User Emails and Administrator Emails sent by your website. It defaults to User Emails.

At the top of the page, you’ll find the Common Settings box. This includes your site name and uses the Admin email address in all correspondence.

Customize WordPress emails – the templates you can use

The rest of the page is divided into a number of sections so you can control each type of email you need to send to your users. The sections are:

• Default Registration – A simple variation of the registration email sent to new users that includes their username and password
• Registration with Email Confirmation – New users will be required to click a link to verify their email address, thus ensuring they’re using an active email address. Once they’ve verified their email address, they’ll be sent a ‘success’ email confirming their account is created
• Registration with Admin Approval – If you’re using the admin approval setting, new registrants will receive an email informing them they’re account needs approving at the admin level before they can use it. This lets users know their request is received but may take time to become active
• User Approval Notification – This is the email a user receives when an admin approves their account
• Unapproved User Notification – This is the email a user receives when an admin doesn’t approve their account
• Password Reset Email – A simple password reset email
• Password Reset Success Email – The email a user receives after their password has been successfully changed
• Changed Email Address Notification – An email template for letting users know their registered email address has changed

Each section has default content so if you decide to activate the module but don’t have time to customize it, your new and registered users won’t receive blank emails from you. You also have the option to individually disable each email by unchecking the Enable Email checkbox in the right corner.

Customize WordPress emails with ease

Let’s take a look at each of the sections to see how you customize them to suit your audience. It’s super-easy because you use custom tags instead of code. These tags take data from your site and convert that data into text you can use to personalize the emails you send.

Customize the WordPress new user registration email template

This is the default registration box. The first of the custom templates available within the plugin.

Let’s start at the top with the Email Subject line. The default setting is good for starters but you might want to adapt it to fit your brand’s personality, especially if you use certain words in your social media and other online communications. It makes sense to use them here as well.

The section under the Email Subject line contains the content that appears in the body of the email.

You can see it starts with a <h3> header tag followed by <p> paragraph tags. You can also use <br> tags to break up long lines. You can write whatever you like in this section, and personalize it using the Available Tags you see on the right of the screenshot above and in close up below. Be sure to keep the content within the appropriate HTML tags.

The tags convert to:

• Site URL
• Site Name
• User ID
• Username
• Email
• Password
• User Role
• User Role Label
• Website
• Reply-To

Customized WordPress email

Here’s a customized version of the same welcome email using additional text and tags. As you can see, it really allows you to take full control of the message and create a custom email to suit your audience.

There’s another section called User Field Tags which you click to toggle to reveal and use to really personalize your emails, as these fields use details specific to the user you’re emailing.

The tags convert to:

• First Name
• Last Name
• Nickname
• Biographical Info
• Subscription Name
• Subscription Status
• Subscription Start Date
• Subscription Expiry Date

To use the tags in your email, simply copy and paste them where needed.

Each of the following boxes follows the same format – subject line, email body content and appropriate tags for the email you’re sending.

Now that you know how one works, you can easily go through the rest (be sure to save your changes as you work your way through the various sections). Remember though, this isn’t obligatory. What I’m demonstrating here is the flexibility this module gives the plugin and how you can customize every part of it to suit your needs. It works just as well out of the box.

Customizable WordPress email templates for users

So you can see exactly how the email templates work, here is a screenshot of each one you send to your users.

WordPress new user registration with a confirmation email

New user registration email with admin approval

User approval notification email

An unapproved user notification email

User password reset email

User password reset success email

A user changed their email address notification

The final steps of the process involve creating URL redirects to make sure users are redirected away from the built-in registration and login pages to the pages created by the plugin. The ones that contain the shortcode for the forms.

Customizable email templates for admins

Now it’s time to take a look at customizable Administrator email templates. There are three. These emails are sent to the administrators when a user performs an action on the site. The email templates cover:

• Default Registration & Registration with Email Confirmation – A simple email letting admins know when a new user account is created
• Registration with Admin Approval – The email template for requesting admin approval on new accounts
• Admin Notification for User Password Reset – An email letting admins know when a user changes their password

The tags for these emails are different from the user section as they’re used internally.

The tags convert to:

• Site URL
• Site Name
• Username
• Email
• Password
• User Role
• User Role Label
• Website
• Reply To
• Activation Key
• Activation URL
• Activation Link

The additional section for User Field Tags converts to:

• First Name
• Last Name
• Nickname
• Biographical Info

Here are screenshots of the three customizable email templates for admin users so they receive an email notification when somebody registers or changes a password.

Default registration & registration with email confirmation

Registration with admin approval

Admin notification for a user password reset

Setting up the custom redirects

The final stage of the process is setting up the Custom Redirects to redirect users from the default WordPress pages to the ones we created at the start of this tutorial.

Click on Custom Redirects on the menu.

Scroll to the bottom of the page in search of the Redirect Default WordPress Forms and Pages widget.

Click on the …Choose the drop-down menu to select the page you want to redirect.

Then enter the new URL into the box below and click Add Entry.

You should now see a new entry.

Repeat the process for the Register page.

Once you’ve added the additional page it’s time to test everything’s working as expected.

The best way to do this is to register as a new user (using a test email not associated with your admin account) to experience each step of the signup process from their side.

You might discover something isn’t quite working properly or that some part of the registration process needs adjusting slightly.

As you’re the admin for your site, you’ll also receive different email notifications letting you know about the actions of the user you’re testing, letting you test the system from both sides.

Wrapping up

As you can see from this guide, using the Profile Builder Pro plugin gives you complete and full control over each and every part of the way you communicate with your users via email. The plugin is usable straight out of the box, but customizing emails to reinforce your brand and speak to your users in the language you and they typically use, gives you a huge advantage.

Having the ability to vet registrants before creating accounts (via the admin approval feature) and ensuring only people with active email addresses can register (via the confirmation email feature) eases worries about spam accounts set up by bots. You can be more confident that the email addresses are connected to real people who want to join your community.

You don’t need to be a technical whizz or hire a developer to set it up either. The plugin uses shortcodes to output the content on the front-end and tags to create the templates on the backend, so there’s no need for you to dig into code. Just follow the instructions in this guide and you’ll have everything set up in no time. And when you want to change something, just log into the settings area to make the changes.

Profile Builder Pro

Customize front-end registration and profile forms in WordPress. Create registration email notifications, user approval notifications, password reset emails & more using the all-in-one user management plugin.

Get the plugin

Profile Builder Pro is a powerful, yet easy to use plugin to help you easily customize WordPress emails and communicate with your users.

The post How to Customize WordPress Emails with Profile Builder Pro appeared first on Cozmoslabs.

WordPress user roles allow you to assign different capabilities to users on your website. This is especially useful for WordPress sites that require users to create an account (such as membership sites) or sites that need to grant different access permissions to different users (such as online magazines).

Having different user roles on your WordPress site makes it easy to assign (and revoke) capabilities. For example, if you want to add new members to your website that have certain access permissions, you can simply create a new user role for them.

Here are some other major advantages of having different WordPress user roles:

• Granting different permissions to different types of users helps secure the website.
• Lets you assign different users the functionality they need to do their job, nothing extra. For example, authors can write new posts but they can’t edit other people’s posts.
• You’re able to prevent users from making changes to the site without authentication.

In this article, we’ll explain what WordPress user roles are and how you can add them to your website. We’ll also show you how to customize a user role on your website using the Profile Builder Pro plugin.

WordPress user roles

In simple terms, WordPress user roles let site owners decide what users can and cannot do within the website. Website owners can assign and manage various actions using WordPress user roles such as:

• Write and edit posts
• Create pages
• Create categories
• Moderate comments
• Manage plugins and themes
• Manage other users
• Edit WordPress dashboard
• Upload files

These actions are called capabilities in WordPress. WordPress comes with six predefined user roles out of the box.

Default WordPress user roles

Here’s a brief overview of the default WordPress user roles and what they can see once they’re logged into the WordPress back-end:

Super Admin

Users with this user role can perform all available capabilities. Super Admin users have access to the site network administration features and all other features.

Administrator

Administrators have access to all administration features within the single WordPress site. They see the Posts, Media, Pages, and Comments menu items in addition to all WordPress settings and all plugin menu items in the sidebar menu. Unlike other WordPress user roles, administrators can fully manage the WordPress back-end and have full access to installed themes and plugins and their settings. Additionally, administrators are able to see all dashboard widgets.

Editor

Editors can publish and manage blog posts within WordPress. This includes posts created by other users. Users with this user role can see the Posts, Media, Pages, and Comments menu items in addition to Profile and Tools. Unlike administrators, users with the Editor user role cannot install or activate themes and plugins in WordPress. Additionally, editors are able to see all dashboard widgets, including those related to WooCommerce.

Author

People with the Author user role can publish and manage their own blog posts in WordPress. Users with this user role can see the Posts, Media, and Comments menu items in addition to Profile and Tools. This means that they can create posts, add media to them, and publish them from the WordPress back-end. However, unlike users with the Editor user role, they cannot create new pages in WordPress. Authors can see all dashboard widgets except for those related to WooCommerce.

Contributor

Users with the Contributor user role can write and manage their own blog posts. However, unlike users with the Author user role, contributors cannot publish blog posts.  Users with this user role can see the Posts and Comments menu items in addition to Profile and Tools. However, they cannot create new pages in WordPress or upload media files. Similar to users with the Author user role, contributors can see all dashboard widgets except for those related to WooCommerce.

Subscriber

These are users who can only manage their user profiles. They cannot create posts or pages, install themes or plugins, or manage WordPress settings. In addition to this, users with the Subscriber user role can only see Activity and WordPress Events and News dashboard widgets.

When you first install WordPress, an Administrator account is automatically created for you. It’s worth noting that the capabilities of users with the Administrator user role differ between single site and WordPress multisite installations.

How to view, edit, and add user roles to WordPress

Users with the Super Administrator or Administrator user role can view and edit users in WordPress and assign user roles to them. Head over to Users > All Users to get started with managing WordPress user roles.

From here, you can add new users and assign them user roles. You can also change the user roles of existing users and view all users and their corresponding user roles. Simply click the checkbox next to the user role(s) you’d like to assign to the new user.

For example, if you create a new user, you can use the Edit User Roles option to assign them the correct user role(s).

You can also select multiple user roles from the Users screen and use the Change role to… option to change them to a different user role. Click the Change button to continue once you’ve selected the user role.

WordPress user roles plugins

There are several WordPress user role plugins out there that allow you to better manage users on your site’s back-end. Here are three of the most popular WordPress user role plugins:

#1: Profile Builder Pro

Profile Builder Pro is a WordPress user role plugin that lets you better manage user registrations in WordPress. It comes with various shortcodes out of the box for front-end login, registration, and edit profile and password reset forms. In addition to this, it also comes with a built-in Roles Editor that you can use to create, edit, delete, and duplicate user roles. Using the Roles Editor, you can also add and remove user role capabilities. For example, you can create a new user role like Members and assign whichever user role capabilities you’d like to it. It’s incredibly intuitive and easy to use.

#2: User Role Editor

User Role Editor is a free WordPress plugin that lets site owners change user roles and user role capabilities. You can also use it to add new WordPress user roles and customize capabilities. However, you need to upgrade to the premium version of the plugin to block admin menu items for user roles or decide which widgets to show.

#3: Members

The User Role Editor by Members plugin is a user role and capability editor plugin that lets you assign multiple user roles to any user. In addition to this, you can also use it to explicitly deny capabilities, clone existing roles, and restrict access to content for specific user roles.

How to customize a user role on your website

Out of the box, WordPress doesn’t give you the option to create new user roles. For this, you will either have to add custom code to your website or use a plugin, like Profile Builder Pro. As we mentioned above, the Profile Builder Pro plugin features an easy-to-use Roles Editor option that lets you add and customize WordPress user roles. This is the easiest way to manage WordPress user roles.

Once you have the Profile Builder Pro plugin installed and activated to your website, head over to Profile Builder > Settings from the WordPress admin panel. Next, scroll down till you reach the “Roles Editor” Activated: option and use the dropdown to set it to Yes. Click the Save Changes button to proceed.

Now, you can head over to Users > Roles Editor to add and edit WordPress user roles. Depending upon the user roles you already have created on your site, it might look something like this:

Add new user role

To add a new WordPress user role, click the Add New Role button. Next, give the user role a title and select capabilities. You can add as many user role capabilities as you’d like.

For example, if you wanted to add a WordPress maintenance user to your website who would be in charge of managing plugin, you might call them a Plugin Manager and assign them the following capabilities:

• activate_plugins
• delete_plugins
• edit_plugins
• install_plugins
• update_plugins

You’ll notice that the Role Slug is automatically added to the Publish meta box on the left-hand side once you enter the user role title. Click the Publish button to proceed. A new user role will automatically be created.

Edit user role

To edit an existing user role, simply head over to Users > Roles Editor from the admin panel and hover over the user role you want to edit. You’ll see options to edit, clone, and delete the user role. Clicking the Edit link will take you to the Edit Role screen from where you can edit the user role’s capabilities.

For example, let’s say you wanted to edit the Author user role. By default, users with the Author user role can:

• delete_published_posts
• publish_posts
• upload_files
• delete_posts
• edit_published_posts
• read
• edit_posts

Using Profile Builder Pro’s Roles Editor, you can delete whichever capabilities you’d like from the Author user role. In addition to this, you can also select new capabilities to add to the user role. As mentioned before, you can add as many user role capabilities as you’d like.

Create and customize WordPress user roles

WordPress user roles let you define the actions different users can take on your website. This way, you can grant each user access to what they need and nothing more. This helps you keep your site secure and you can rest assured that new users won’t accidentally ‘break’ your site.

Although WordPress comes with six different user roles out of the box, it gives you the flexibility to create as many user roles as you’d like. And, with the Profile Builder Pro plugin, you can easily customize user roles on your website. Its built-in Roles Editor option is incredibly easy to use.

Profile Builder Pro

Create, edit, delete and duplicate user roles for your website. Profile Builder Pro is the all in one user registration management plugin you need for your WordPress website.

Get the plugin

The post WordPress User Roles: What They Are & How To Add Them To Your Website appeared first on Cozmoslabs.

Customizing the WooCommerce registration form in WordPress is something you should consider doing if you want to get more from your WooCommerce store and from the customer registration process.

The WooCommerce plugin comes with a registration form built-in, which collects basic information about your new users. But if you customize it using the Profile Builder Pro plugin, you can collect the exact information you need and make the registration process a better experience for your customers.

The plugin is a form builder that uses shortcodes to add custom registration forms to your WordPress site. You can use it for user login forms and registration forms on membership sites, but also for e-commerce sites using WooCommerce. With WooCommerce it makes it even easier – it taps into WooCommerce’s own API to add custom forms that you create.

Benefits of customizing the WooCommerce registration form include capturing user data that helps you upsell to customers, creating custom forms for individual user groups, reordering fields in your forms to make them more user-friendly, and redirect users to a custom page after registration – and lots more.

There are plenty of ways you can improve the WooCommerce registration and profile forms, but in this post, we’re going to look at some specific examples you’re likely to find the most useful.

These are:

•   Adding custom fields to the WooCommerce registration form so you can collect additional information about your customers.
•   Enabling avatar upload so your user’s profiles become more personal to them.
•   Adding a reCAPTCHA to keep out spammers.
•   Using conditional logic so that fields are only displayed if they’re needed. This way, you don’t force people to fill out fields that aren’t relevant.

While the inbuilt WooCommerce registration form allows you to make some customizations, you have much more flexibility with the Profile Builder Pro WordPress registration plugin.

So let’s take a look at how it works.

How Profile Builder Pro Can Improve Your WooCommerce Registration and Profile Forms

The Profile Builder Pro form builder plugin gives you endless flexibility when it comes to customizing your WordPress registration forms, including WooCommerce forms. In this tutorial, I’ll show you how to remove some unnecessary fields and add some useful fields to two forms: the registration form and the profile editing form.

Here’s an example of the default WooCommerce registration form.

And here’s a custom registration form enhanced using the Profile Builder Pro plugin.

You can also create enhanced customer profile forms. The default profile form includes fields that aren’t needed for a store, as well as leaving out some fields that would be quite helpful.

But with the Profile Builder plugin, you can customize this and add extra fields that will help you communicate better and sell more to your customers. Here’s the form with customization:

There’s a free version of the plugin plus a premium version with more features, so you can choose the one that’s right for you and your store. You can also use a wide variety of free and advanced add-ons to get access to extra functionality and integrations with other services or plugins.

So let’s take a look at how you can use Profile Builder to customize your WooCommerce registration form.

Installing and Configuring Profile Builder Pro and the WooCommerce Add-on

To customize your WooCommerce registration form, you’ll first need to have the free WooCommerce plugin installed, activated and configured on your site.

Once you’ve done that, it’s time to install and configure the Profile Builder Pro plugin and the  WooCommerce Sync add-on.

Follow these steps for each of those two plugins to install and activate them, starting with the Profile Builder Pro plugin.

When you purchase Profile Builder Pro, you’ll be sent a download link. Use this to download the plugin as a zip file and save it to your computer.

Go to Plugins > Add New and click the Upload Plugin button.

Upload the zip file you just downloaded and click the Install Now button. You’ll be prompted to activate the plugin – click the Activate Plugin button to do this.

Once you’ve installed the plugin in WordPress, you’ll need to register it. If you aren’t automatically taken to the registration page, go to Profile Builder > Register Version.

Find your license key in the email you were sent to confirm your purchase or by logging in to your account. Paste that into the Serial Number field and click the Save Changes button.

Now repeat the installation process for the WooCommerce sync add-on.

You’re ready to start customizing your WooCommerce registration pages.

Configuring Profile Builder Pro to Create Custom WooCommerce Registration Forms

WooCommerce has two types of forms you can customize using Profile Builder Pro:

•   Registration forms
•   Edit user profile forms

Before you can start adding those forms to your pages in WooCommerce, you need to configure the plugin to create custom forms you can use with WooCommerce.

In the WordPress admin, go to Profile Builder > Modules. Select Active for Multiple Registration Forms and Multiple Edit-Profile Forms.

Click the Save Changes button. You’ll see that more options are added to the Profile Builder admin menu, which you can use to create your custom forms.

Creating Registration and Profile Forms with Profile Builder/span>

The next step is to create the two forms we’ll be adding to the WooCommerce pages. Start with the user registration form.

The default WooCommerce registration form looks like this:

It’s pretty sparse, with only an email field.

There is a case for keeping any form on your WordPress site as lean as possible: every field you add reduces the number of people filling it out. But on an e-commerce site, you may well want to collect more information about your customers, such as their name and what they’re interested in buying from you.

Let’s create a form that includes four fields:

•   Name
•   Email address
•   Interests (from a selection)
•   ReCaptcha

You’ll create a form with these options and then tell Profile Builder Pro to display it on the WooCommerce registration page.

Creating a New Registration Form

To create a new form, open up the WordPress admin and go to Profile Builder Pro > Registration Forms > Add New

Give it a name and then select the user role a person will have after completing it – Customer is good. Select whether you want the user to be automatically logged in or not and whether you want to redirect them to a special page. If you do, you’ll need to create a thank you page – or you could redirect them to the ‘My Account’ page. You’ll learn how to do this in more detail shortly.

The form will by default include the list of fields that you can see in the next section of the screen. This is a lot of fields, so if you want to remove any, you can do so by clicking the Delete link next to each.

As we’re creating a very simple form here with just three fields, go ahead and delete every field except for these:

•   Username ( Default – Username ) ( you can’t delete this one as it’s essential to create  a user account)
•   First Name ( Default – First Name )
•   Last Name ( Default – Last Name )
•   E-mail ( Default – Email )
•   Password ( Default – Password ) (you can’t delete this either)
•   Repeat Password ( Default – Repeat Password )

Your screen will now look something like this:

Click the Publish button at the top right to save your changes.

Creating New Fields – Select Box and reCAPTCHA

So far, we don’t have our interests field or our reCAPTCHA. Let’s create them using the form fields option.

Go to Profile Builder > Form Fields.

First, the Interests field. Click into the Select an option field at the top and select the Select (Multiple) option. The screen will change to show the settings for a multiple select box.

Give your field a title and fill out other fields as follows:

•   Meta-name: ‘interests’
•   Description: type in a description such as ‘Select the products you’d like to know more about.’
•   Options: Type in the options for your store, separated by commas. For example in a clothing store, you might type ‘clothes, shoes, accessories’.
•   Labels: the labels for the options that the user will see, again separated by commas. So the above would be ‘Women’s clothing, Shoes, Accessories’.
•   Default option: type in one of your options which will be checked by default, if you want.
•   Required: select whether this field is required.
•   Overwrite existing: select No.
•   Display on WooCommerce Checkout: Select Yes if you want to collect this data from customers when they check out.

 Click the Add Field button to save it.

Now let’s create the ReCaptcha field. Still on the same screen, click the Select an option field and select reCAPTCHA in the Advanced column.

Give it a name and then in the ReCAPTCHA type select box, choose whether you want to use reCAPTCHA type 2 or invisible reCAPTCHA. The invisible version is less intrusive for visitors but version 2 might give them some peace of mind: it’s up to you.

Click the link under the Site Key field to be taken to the Google reCAPTCHA settings where you will need to set up a key for using reCAPTCHA.

Click the Admin console button and then click the plus sign at the top right to add a new reCAPTCHA. If you don’t see this, you may need to set up a Google account – see the documentation on reCAPTCHA fields for more information.

Complete the form to create your key and click the Submit button.

You’ll be taken to a screen with two keys: your site key and your secret key. Copy them into the relevant fields back in the screen for creating your field with the plugin and click the Add Field button.

Adding Your New Fields to the Form

Now go back to your registration form in WordPress. Go to Profile Builder > Registration Forms and select your form.

In the Add New Field to the List section, click on the Field dropdown box and select the Interests field (or whatever you called your new field). Click the Add Field button.

It will now be added to your form. Don’t forget to click the Update button to save the changes you’ve made.

Repeat that for the reCAPTCHA field, putting that field at the end.

Adding a Redirect to the Form

After people have registered for the site, let’s redirect them to a thank you page. I’m going to send them to a simple page with a thank you message, but you might want to send them to a more detailed page with a message and information about things they might like to buy.

Let’s get it set up.

Start by creating your page. In the WordPress admin, go to Pages > Add New. Create your new page and click the Publish button to publish it.

Make a note of the page’s URL – you’ll need that later.

Now go to Profile Builder > Registration Forms and click on your form. In the Redirect dropdown box, select Yes.

A URL field will appear. Copy the URL of your new page into it.

Finally, click the Update button to save your changes.

Now it’s time to create another form – the edit profile form.

Creating a New Edit Profile Form

You can also edit the form that your users access to edit their WooCommerce user account. Go to Profile Builder > Edit-profile Forms. Click the Add New button.

You’ll see a very similar screen to the one you used to create the custom WooCommerce user registration form.

Creating the Form

The default edit profile form in WooCommerce has just a few fields again: name, display name, password, and email address.

Let’s create a new form with some extra profile fields. This form is going to include:

•   Name
•   Username
•   Email address
•   Avatar
•   Interests
•   Password
•   Phone number
•   Billing Address
•   Shipping Address

You’ll need to start by deleting some fields we don’t need. These are:

•   Nickname
•   Website
•   About yourself
•   Biographical Info

Now you’ll have 11 fields in total, some of which are just headings and not fields. Click the Publish button to save your form.

Now let’s add two more fields: the Interests dropdown we created already, and new phone number and avatar fields which we’ll need to create.

Creating New Fields for Location, Phone Number and Avatar

Now let’s add the location field. We’ll use this to identify which country people are in.

Go to Profile Builder > Form Fields and click the Select an option field. Click the Select (Country) option.

Fill out the details for this field, giving it a name and ID, adding a description and choosing whether to make it optional (if you select No you’ll get everyone’s country, which is helpful as we’re going to be using this field for conditional logic later on).

Click the Add Field button to add it to the available fields.

Now add a second new field: phone number. Click the Select an option field. Select Phone in the Advanced column.

Now edit the phone number field in the same way you did your new Interests field.

Click the Add Field button.

Repeat the for the avatar field. Click Select an option, then in the Standard column, select Avatar.

Fill out the field title and meta-name and add a description. Leave the Allowed Image Extensions field at the default so it accepts standard image files.

Click the Add Field button to add the avatar field to those you now have available.

Adding Conditional Logic to Fields

When you added the phone number field, you may have noticed that it includes formatting for the phone number which is USA-specific.

But what if your customer is outside the USA and their phone number is in a different format?

You have two options, both using conditional logic:

•   Create a second phone number field, which will only be displayed to customers outside the USA while the existing field is only displayed to customers in the USA.
•   Add conditional logic to the existing phone number field so it’s only shown to customers inside the USA.

If your business is in the USA and you won’t be able to call customers elsewhere in the world without significant costs, there isn’t much point in collecting that information. Remember that every field you add to a form makes it less likely the form with be completed. So I’m going to show you how to do the second option, which is to only show the phone number field to customers in the USA.

Still in the Manage Form Fields screen, click the Edit button next to your new phone number field.

Just above the Save Changes button, check the Enable conditional logic checkbox. In the Choose… field, select Country, then Is, then type in the United States. You can find out all about the Country field and the values it returns on the documentation for the field.

Click the Save Changes button. The field for phone numbers will now only be displayed to people who selected the United States for their country.

Adding Your New Fields to the Form

Now you need to add those two new fields to the profile form. Go to Profile Builder > Edit-profile Forms and select your form.

Click the Field: field and select Interests. Click the Add Field button. Repeat this for the Phone number field, the Location (or Country) field, and the Avatar field.

Now drag and drop the fields in your form into the correct order, by grabbing the left-hand side of each one with your mouse. It should look something like this, but you might prefer to use a slightly different order from the image below. 

Now click the Update button to save the changes to your form.

Adding Your Forms to the WooCommerce Screens

You now have your forms set up but they aren’t showing up on your site yet. That’s because you need to tell Profile Builder Pro which forms to use on which WooCommerce pages on the front-end of your site.

Go to Profile Builder > WooCommerce Sync.

In the Choose Register form to display on My Account page dropdown box, select Default Register.

In the Choose Edit Profile form to display on My Account page dropdown box, select Default Edit Profile.

Click the Save Changes button. Your forms will now display on the relevant WooCommerce pages.

On your live site, go to the WooCommerce My Account page. When you aren’t logged in, you’ll see the new custom registration form:

When a new user completes the form, they’ll be redirected to your thank you page:

Now when someone has registered, when the user logs in and navigates to the My Account page, they’ll be able to access their profile page.

You now have two new forms, with fields that will be more useful for you and your customers than the default forms. Well done!

Conclusion

Usingthe Profile Builder Pro WordPress plugin, you can easily create custom WooCommerce registration and profile forms that will help you collect valuable customer information and boost your sales.

In this tutorial, you’ve learned how to use the form builder to create a range of fields with this great plugin including avatars, selects and reCAPTCHAs, but there are plenty more options. Try exploring the available field types and finding out which ones would work for your store.

Profile Builder Pro

Get the Profile Builder Pro plugin today and customize your WooCommerce Registration Forms on your WordPress site!

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The post How To Customize WooCommerce Registration Form (2020 Ultimate Guide) appeared first on Cozmoslabs.

WordPress lets the website owner determine what each user can do on the site by assigning specific WordPress user roles. These are the WordPress user permissions (or capabilities) assigned to each default user role out of the box.

More specifically, WordPress user permissions define what different user roles can and cannot do on the site. This way, users have varying privileges to add content or administer the site behind the scenes. In addition to this, user permissions prevent a random user (or malicious bot) from logging in and exploiting your site. In this way, user permissions are also essential to your site’s security.

Additionally, WordPress user permissions can also be used to define what custom user roles can do on your website. For example, users with the Moderator user role might have more privileges than those with the custom Member user role.

The easiest way to manage WordPress user permissions and roles is by using a dedicated plugin like Profile Builder Pro’s Roles Editor module.

In this post we’ll go through the basics behind user role and permissions management in WordPress.

• What are WordPress’s default user roles?
• What are WordPress user permissions?
• How to change user permissions?
• How to create custom user roles?
• Is there a user role editor for WordPress?

Let’s take a look.

Default User Roles and WordPress User Permissions

WordPress defines six basic user roles in a basic installation. These user roles come with specific permissions to perform up to 60 separate tasks on the site. These permissions are coded into the platform. Some directly relate to the task of publishing web content, others are more concerned with managing what’s on the site. These include:

Super Admin

A Super Admin is the CEO or president of the company site, the one who makes all the big decisions about what the site looks like, what functionality it has, the image the company presents to the world. The Super Admin might be a technical person, but is always the ultimate decision-maker. Super Admins have the power to do anything on the site. For most websites, the Super Admin user looks after all network management on a WordPress Multisite install. These include:

• Add content
• Add new users
• Remove other users
• Select user roles
• Decide what the look and feel of the site is via a theme or custom CSS
• Choose plugins to enhance the site’s functionality
• Edit their user profile

Administrator

The Administrator is usually the technical person who handles the day-to-day administration. The administrator role covers pretty much the same function over the site as the Super Admin, short of taking a site offline. These user permissions include:

• Installing, activating, updating and removing themes and plugins
• Import and export whole sites when changing site hosts
• Add and remove users
• Change a user’s role
• Remove posts, pages and any other content on the site
• Edit their user profile

Editor

As with newspapers, magazines and other traditional media, the WordPress editor role is the gatekeeper who decides what content appears on the site. Depending on the business, and the type of site, the Editor could be a marketing manager, sales director (especially for an e-commerce platform), or customer service professional. They can assign pieces of content to Authors and Contributors. They can also write, publish and delete posts too. Editors also get to moderate comments that come into the site. A WordPress Editor’s user permissions include:

• Creating posts and pages
• Editing posts and pages written by others, before or after publication
• Manage the categories that help readers understand what they can find on the site
• Delete posts and pages, before or after publication
• Edit files, including any image or file in the media library
• Manage links
• Moderate comments
• Edit their user profile

Author

You can think of users in the Author role as being similar to the floor managers in a warehouse-sized store. They can be a public face of the business if they get bylines on their content. An Author’s user permissions are more limited than the other roles we’ve discussed so far. They are:

• Write and edit posts
• Publish their own posts
• Edit posts they’ve written, before or after publication
• Upload files to the media library
• Delete posts they’ve written, even after publication
• Edit their user profile

Contributor

On a WordPress site, Contributors can write posts and articles but don’t have the right to click Publish or change already published posts. Depending on the workflow of the site, Authors or Editors (perhaps both) review a Contributor’s work before the public gets a chance to see it. A Contributor’s user permissions consist of these three:

• Read content on the site
• Write posts to be published
• Delete posts they’ve written before publication
• Edit their user profile

Subscriber

Unlike the other roles listed here, people in this role have very limited access to the WordPress Dashboard. Sites that allow comments on their content typically require some identification before they can comment. Subscribers have completed that identification. Having this category puts up a barrier to bots and spammers. People with the Subscriber user role have the following user permissions:

• Read content on the site
• Edit their user profile

Adding New Users

Adding a new user to your site lets you define their role too. Go to Users > Add New. Scroll to Edit User Roles and use the menu to assign the user role you want for that specific user.

You can change the default user role in Settings > General. Scroll down to New User Default Role. Use the drop-down menu to select the role any new user takes on.

You can’t change WordPress user permissions for any of the default user roles. You can promote a Contributor to an Author, but you can’t simply give a Contributor the ability to publish posts or to other capabilities.

You can however use a user role plugin to create custom roles and assign them exactly the permissions you want.

Using Profile Builder for managing User Roles and Permissions

Profile Builder is an all in one WordPress user registration and profile solution, packing a wide variety of user management features, including a built in Role Editor module. Using the plugin you can:

• Create beautiful front-end registration forms for your site
• Gather more information about your users to serve them better
• Create user profile pages and simplify the process of users updating their account information
• Customize and restrict content available to different types of users
• Create a front-end member directory, listing all user profiles
• Setup custom redirects, customize user emails & more

Profile Builder is incredibly easy to setup. For this tutorial you can start out with the free version, which also includes the Role Editor module. The premium version however will give you access to a lot more features and integrations. Go ahead with installing and activating the plugin.

Once the plugin has been activated, you should see the Roles Editor page under Users.

Profile Builder Pro’s built-in Roles Editor module is intuitive and easy to use. You can use it to:

• Edit existing user roles
• Create custom user roles giving them the permissions you want
• Clone or duplicate user permissions to a new user role
• Delete user roles

In addition to this, the plugin also gives you the option to edit the user role slug and add (or remove) the capabilities assigned to a particular WordPress user role using its built-in capability manager.

Adding WordPress User Permissions to a Role

Let’s say as the website admin you might want to give your editors additional capabilities. Here’s how you can do that with Profile Builder:

1. In your WordPress Dashboard, go to Users > Roles Editor.
2. Click Editor. The Edit Role page opens.
3. You want to give the Editor role the ability to update the site when a theme or plugin fixes a security issue or adds new functionality. Click in the Select Capabilities edit box, just under Edit Role Capabilities. A drop-down menu appears listing all available capabilities.
   You can scroll through the list to find the power you want to give your editors (update_plugins and update_themes in this case), or start typing in the item; if you type update, you’ll discover that a third capability, update_core, is also available. Note that Roles Editor will gray-out any ability the role already has.
4. Click Add Capability when you’re done. You’ll see the list of all capabilities that the Editor role has. Notice that the Update items that you just added are in blue. That means you’re not done yet.
5. Should you want to remove some abilities from the Editor, click Delete next to the existing capabilities.
6. When you’re done editing the existing role, click Update on the right side of the page to confirm your changes.

Creating a New (Custom) User Role

While the original set of user roles is pretty comprehensive, you may wish to create unique roles and permissions that perfectly fit your website needs.

Profile Builder offers two ways to create a new user role. You can click Add New Role at the top and start identifying permissions. If you see a default role whose permissions look almost right for this new role, Profile Builder will let you clone WordPress user permissions. In this example, we’ll play with the Contributor role.

1. On the main Roles Editor page, place the mouse on the Contributor role. Click Clone. The Add New Role page appears.

1. Name the new role. You’ll notice that the Contributor capabilities are already listed in this new role’s capabilities list. Let’s add to this list.
2. In the Add Capability edit box, type “page.” Items affecting WordPress pages appear in the drop-down menu.
3. Control-click the items you want to give the new role. Let’s say this person should have the ability to read everything on the site, edit their own output, and edit anyone else’s output. Don’t let them delete any content in the process or publish.
4. When you’re done adding Page-related activities, type “post” and repeat the same rules.
5. Click Add Capability, and all the added items appear on the list, once again in blue.
6. Click the Role Slug box. Name this role.
7. Click Publish.

Conclusion: WordPress User Permissions

Having the right WordPress user permissions in place will make your job much easier. WordPress user roles and permissions offer powerful tools to control the set of tasks that each user role is allowed to perform.

The Profile Builder Pro plugin comes with the Roles Editor module that gives site owners more power and flexibility in setting up and managing user roles.

Profile Builder Pro

Edit permissions for existing WordPress user roles with the Roles Editor from Profile Builder Pro - all in one user management plugin.

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You can better define “who does what” in your organization and map those roles to WordPress’ structure giving different user roles the permissions they need to do their jobs. All this, while also maintaining control and increasing security on your website.

The post How to Manage WordPress User Permissions with Profile Builder Pro appeared first on Cozmoslabs.

WordPress user management plugins help site owners manage anybody who interacts with their website or blog. You can manage authors and contributors and create income-generating membership sites with an efficient user management system in place.

Some of these user management plugins perform one task and one task only, while others offer a whole suite of features. Some are paid, some are free. There’s a lot of choice out there.

In this article, we’ll be looking at 5 of the best WordPress user management plugins and analyze their features. Before we reach the list, let’s start by considering what you need to look for when researching the best WordPress user management plugin for your project.

What to look for in a WordPress User Management Plugin

Knowing what you want from a WordPress user management plugin helps you decide which one (or more) to choose.

Let’s review some of the user management features and functions worth considering in a plugin:

• Ease of use. Is the user management plugin easy to use? Can you quickly set it up or do you need to spend time configuring the settings? Is the interface intuitive?
• Range of features. Look for a plugin that does what you need it to do at this time. But also think about the future and the features you might need in a year or two. You want the best tools to help you manage your users. Important features include: creating and customizing user roles, setting up beautiful registration forms with custom fields, admin approval, email confirmation, custom redirects and more.
• Free versus paid. If there are no free plugins that fit your criteria, check out one of the paid alternatives where you can expect a lot more features, reliability, and support when you need it.
• Integrations and add-ons. Do you need to integrate the WordPress user management plugin with another system such as WooCommerce or MailChimp? You’ll likely need a premium plugin to add this kind of functionality.
• Unlimited sites. Free plugins can be used on unlimited sites, but what about the paid ones? You’ll often find a basic price for 1 website and a developer or pro price to use it on unlimited sites.
• WordPress Multisite. Will the plugin work on a multisite setup?

How to add a new user to a WordPress website

There are two ways to add users to a WordPress website. The first way we’re going to look at is how to do it manually. The second way, which is more efficient and recommended, but also prone to problems like fake registrations, is to do it automatically.

How to manually add a new user to a WordPress website

There are two ways into the Users section. In the left-hand menu, navigate to Users and choose Add New from the expanded menu.

From the top Admin bar, look for New and choose User from the drop-down menu.

Both options take you to a page containing the new user registration form. It looks like this.

The Username and Email fields are required but the rest of the fields are optional.

WordPress encourages users to create strong passwords so when you click on the Show Password button, you’ll see something like this.

To override the suggested password, simply delete it and create your own. WordPress will warn you if it’s weak.

Because WordPress is often targeted by hackers, it’s highly recommended to choose a strong password. If you decide to choose a weak password, WordPress asks you to confirm you want to use a weak password before giving the new user access.

By default, WordPress sends new users an email notifications containing their login credentials to the address entered into the form. If you prefer to not send that email, uncheck the Send User Notification checkbox.

The final step in the process of creating a new user is to choose the appropriate user role. Subscriber is the default user role but you can choose any of the others from the drop-down menu.

Once you’ve selected the role, click on Add New User and you’re done.

How to automate registrations on a WordPress website

To allow automatic registrations on a WordPress website navigate to Settings > General and check the Anyone can register box (this box is unchecked by default).

The default user role is Subscriber, but you can change it by choosing an alternative from the drop-down menu.

Hit the Save Changes button to let people register for your WordPress site.

To direct people to the registration page, add a ‘Register’ link to your main menu, sub-menu, footer menu or somewhere else.

Once done, people have the ability to automatically register on your site. You should be aware that you will get fake and spam registrations so you’ll want to approve new users and ask them to confirm their email address before letting them login.

Now it’s time to take a look at five WordPress user management plugins to help you manage a multi-author blog and or a multi-user website.

1. WordPress User Management Profile Builder (Free and Pro)

Profile Builder is an easy to use WordPress user management plugin with a clean interface. It’s easy on the eye design and simple non-technical setup process makes it a popular choice for websites and blogs that need to manage multiple users and WordPress user roles.

It uses shortcodes to display the webpage elements new and existing users interact with such as front-end registration forms, login pages, and profile pages.

To add more functionality, there are free and advanced addons and modules available depending on your subscription level. There are three to choose from – the free basic plugin, the Hobbyist version for 1 site and Profile Builder Pro for unlimited sites.

The free version works great for a simple setup. It lets you create front-end login& registration forms, send email notifications, choose a landing page users are redirected to when confirming their email address, edit user Role capabilities, choose how users log in (username and email or username or email) and specify minimum password length and security.

When you choose the Pro version, you can use the highly recommended Admin Approval feature, and you have the option to activate modules needed for your site.

Once activated, you can go through each module to manage the default user fields and use custom fields to create customizations. If you prefer to use the default settings, leave the module(s) Inactive.

There are plenty of actions you can take using advanced user modules:

Create multiple front-end registration forms

Using the Profile Builder Pro plugin, you can create multiple front-end registration forms. This is particularly useful if you need to add different form fields for different types of users i.e. user roles.

For example, you might need to ask users with the Author user role for their biographical information and their website whereas users with the Subscriber user role might simply need to provide their name, username, and contact information.

Profile Builder Pro gives you full control over the registration forms different user roles see on your website. In addition to this, you can use the plugin to redirect users after registration to a specific URL.

Create multiple edit profile forms

The Profile Builder Pro plugin also lets you create multiple edit profile forms for different user roles. This helps you deliver a consistent user experience to your users.

You can add, arrange and delete form fields from your edit profile forms to make it easy for users to interact with. For example, if you don’t want to give certain users the option to edit their email address, you can delete that field from the edit profile form.

Using Profile Builder Pro, you can redirect users to a specific URL after they’ve edited their profile.

Display a list of different users on the front-end

Profile Builder Pro’s Advanced User Listing module lets you display a list of different users on your site’s front-end. This is useful for displaying a roster of a sports team, listing all members in a club, creating a list of shop managers or vendors, or something similar.

The plugin lets you display the list on your site’s front-end using a shortcode. You can choose to set up multiple user listings and restrict access to logged-in users only.

The Profile Builder Pro plugin also supports advanced filtering by custom fields using faceted filters.

In addition to this, the plugin comes with fully customizable templates right out of the box which you can use to add any extra fields that have previously been defined. This is shown in the screenshots below:

Customize the emails sent to users whenever they interact with your site including creating accounts and resetting passwords

One of the standout features on offer with Profile Builder Pro is that it comes with a built-in email customizer. You can use this to send personalized emails to users when they register for an account or reset their password. This helps deliver a good user experience and is particularly useful for anyone running a membership site.

You can personalize the email subject line and the email’s content using tags. This way, you don’t have to create a separate email message for different user roles.

Create global custom redirects or base them on username or role

Profile Builder Pro’s Custom Redirects feature lets you redirect users to a specified URL. You can set up custom redirects for individual users or based on user roles. In addition to this, the plugin also gives you an option to create global redirects and set up a default redirect option.

For example, you can set up redirects for when a particular user role first registers, logs into their account, or tries to access the WordPress dashboard.

Add repeater front-end fields or groups of fields to your user profile

Using Profile Builder Pro’s Repeater Fields module, you can easily add repeater fields or a group of fields to your site’s front-end forms. This way, users can enter multiple values without having to get in touch with you via email. This helps you automate form submissions.

For example, if you need to ask registrants about their allergies, you can create repeater fields instead of providing a single text field only.

Advanced User Modules

• Front-End User Listing
• Add Users on Map
• Multiple Registration Forms
• Multiple Edit Profile Forms
• Custom Redirects
• Email Customizer
• Repeater Fields

11 Advanced Addons

• Social Connect
• WooCommerce Sync
• Multi-Step Forms
• MailChimp
• bbPress
• BuddyPress
• Campaign Monitor
• Field Visibility
• Edit Profile Approved by Admin
• Custom Profile Menus
• MailPoet

2. Paid Member Subscriptions

Paid Member Subscriptions is the perfect addition to Profile Builder if you want to generate income from your members and users. The basic plugin is free but you’ll need to upgrade to Hobbyist or Pro versions to unleash its full potential.

It’s straightforward to set up, all you do is create some basic subscription plans (which can be free or paid – you decide) and use shortcodes to output the details on your site’s page(s). You can use Stripe or PayPal to process payments.

Subscriptions can be set up to renew weekly, monthly, yearly or unlimited. And if you want to offer a trial period, you can do that too.

You can integrate Paid Member Subscriptions with Profile Builder Pro to create a subscription field to use in your Profile Builder forms. The Subscription Plans field lets users purchase a subscription plan directly from your Profile Builder form. You can specify a field title, description, and choose which plans appear on the subscription form and which ones should be selected by default. You also have the option to drag and drop the subscription plans to reorder them.

With the paid versions, you get the following addons:

Hobbyist Version

• Email Reminders
• Discount Codes
• Navigation Menu Filtering

Pro Version

• Tax and EU VAT
• Group Memberships
• Pay What You Want
• Invoices
• Stripe
• Fixed Period Membership
• bbPress
• Content Dripping
• PayPal Express
• Recurring Payments in PayPal Standard
• Multiple Subscriptions Per User

3. Adminimize

Adminimize is a powerful WordPress user management plugin that lets you control which parts of the admin area users see when they log into your website. For example, you might want to hide some or all of the WordPress dashboard widgets from all roles except Administrators, or you might want to hide certain menu items (some plugins appear in the menu for all users) from Authors and Contributors.

This user role editor plugin makes doing that as simple as checking a checkbox. You don’t need to change any code. And you do everything from one page using an accordion-style menu.

It’s a must-have WordPress user management and user role editor plugin for anyone running a multi-author or multi-user website. Download here.

4. User Switching

Some WordPress plugins perform one task and one task only. And they’re brilliant at doing that.

It lets you switch between user accounts in a couple of clicks so you can see exactly what another user sees in the WordPress admin area. If there are sections or details of your site you don’t want them to see, you can quickly control that by changing the capabilities of the person or user role, depending on how you’ve configured your setup.

To test new roles and specific roles as a website administrator without a plugin, you’d need to log out of the backend then log in again, switch between browsers or go incognito. In other words – it’s a real pain. This plugin fixes that and makes life for webmasters and admins so much easier. Download here.

5. Inactive Logout – WordPress User Management Plugin

Security worries are a major issue for WordPress website administrators. This simple plugin removes the possibility of somebody logging into your site and forgetting to log out by detecting inactivity and automatically closing idle sessions.

Once installed, you set a global timeout period starting at 1 minute or create times based on roles. You could set the risky Admin time at 5 minutes and the less risky Author time at 30 minutes. When the time comes for the session to close, a pop-up window appears on the screen showing a 10-second countdown that the user can click on to stay logged in. Download here.

Wrapping up

Working with the best and most powerful WordPress user management plugins gives you a lot of control over how people interact with your website.

You can use Profile Builder Pro as your starting point. Get people on board using it’s front-end registration capabilities, segment users by roles, allow them to modify their profile information or even create a member directory. Once your site’s user base is big enough, you can use Paid Member Subscriptions to encourage new subscribers to pay you a monthly fee to access a members area (while the early adopters and current registered users continue with a free account or a discounted price).

Profile Builder Pro

Create and manage multi-author, multi-user, community, and membership WordPress websites with the all-in-one user management plugin.

Get the plugin

The other three plugins mentioned in this article will help you manage your users on a day-to-day basis. You can control what they see, log them out when inactive to prevent security worries and you can easily test your site through your users’ eyes without having to log out and log back in again.

So much control! So many opportunities!

The post 5 Best WordPress User Management Plugins appeared first on Cozmoslabs.

In the past, websites consisted of simple static pages with information. These days, website owners are looking for ways on how to build a website with user accounts for a variety of reasons.

For example, you can let visitors create user accounts on your website in order to generate user engagement, encourage user-submitted content, or make your website more community-oriented. It’s also a great way to manage the information that different users are able to see on your website and provide exclusive content to paying members.

Profile Builder Pro is an all-in-one user registration and management plugin for WordPress, that makes it easy to create a website with user accounts. You can integrate it with other plugins, add-ons, and tools to add advanced features to your site. For example, you might consider creating a member directory or user listing. This way, members can connect with one another and set up their own public profile. Users can easily create their own account.

In this article, we’ll show you how to build a website with user accounts in WordPress using the Profile Builder Pro plugin. We’ll also explain how you can integrate it with Paid Member Subscriptions to offer paid user accounts.

How to build a website with user accounts using the Profile Builder Pro plugin

Here, we’ll dive into how to build a website with user accounts using this user friendly plugin, without having to mess around with any code. You’ll be able to create beautiful front-end registration and profile forms, allowing users to register and create their own profile on your website. We’ll go through ways of eliminating user registration spam, customizing user emails as well as setting up a member directory of user profiles.

Once you’ve grown your community Profile Builder gives you options of monetizing your community. You can setup content restriction to registered users only, as well as ask users to pay for an account at registration.

Let’s dive in…

Step #1: Set up a Login, Register, and Edit Profile pages

Once you install and activate the Profile Builder Pro plugin on your WordPress site, you can use the start wizard to set up a user login page, register page, and edit profile page. To launch the wizard, go to Profile Builder from the admin panel and click the Create Form Pages button.

Profile Builder will automatically create three pages on your website: Log In, Register, and Edit Profile as shown in the screenshot below:

Your site’s visitors can use these pages to create and manage their user accounts. Each page displays a different form i.e., login form, registration form, and edit profile form using shortcodes. You can also add the login form to a widget on your website, or use social login to speed things up. However, for some websites, a login page is more intuitive than a login form in a widget.

Step #2: Build multiple registration forms with custom fields

The next step is to build multiple registration forms for the different types of users that can create a user account on your website.

This is useful for collecting different information from different types of users. For example, if you’d like to create a listing of Vendors and Dropshippers, you’d need two registrations forms, and each one would have a different set of questions.

Creating multiple registration forms

Profile Builder Pro’s Multiple Registration Forms module lets you do this in just a few simple steps. Here’s what you need to do:

Go to Profile Builder > Modules from the WordPress website admin panel and make sure the Multiple Registration Forms module is set to Active.

Next, head over to Profile Builder > Registration Forms to create as many custom registration forms as you’d like. Click the Add New button to get started.

You can choose what user role the registrant will be assigned after they complete their registration. Additionally, you can decide whether users are automatically logged in after registration and, if so, which web page to redirect them to (such as the homepage).

Once that’s done, use the Add New Field to the List meta box to create the registration form.

You can add or remove any of the supported user fields from the registration form. These are managed under the Form Fields tab where you can configure repeater fields and conditional logic (and much more!) for the different form fields.

Once you’ve created your form, click the Publish button to proceed. A shortcode will appear under the Form Shortcode meta box. You can add this to any page on your website to display the registration form on the front-end.

Repeat these steps to create as many registration forms as you’d like. User registration data is automatically saved to your database, so you can easily collect relevant user information.

Step #3: Configure email confirmation, reCAPTCHA, and admin approval

One of the neat features on offer with the Profile Builder Pro plugin is that it comes with built-in functionality to help you fight off registration spam. This is especially important for website owners who are looking for ways on how to build a website with user accounts while keeping it secure.

To get started, head over to Profile Builder > Settings > General Settings and make sure both the “Email Confirmation” Activated and “Admin Approval” Activated options are set to Yes.

You can also select the “Email Confirmation” Landing Page and select which user roles to activate admin approval on using the “Admin Approval” on User Role option.

Profile Builder Pro also lets you fight spam by adding a reCAPTCHA field to your registration forms. You can configure this under the Form Fields tab. For step-by-step instructions, check out our tutorial on how to add reCAPTCHA to your forms.

Step #4: Create profile forms and pages

The next step in how to build a website with user accounts is to give registered users the option to edit their profiles. For this, you’ll need to create a profile form and add it to an edit profile page.

Profile Builder Pro comes with a variety of default fields and advanced custom fields that you can use to build your profile forms. You can easily manage the form fields that appear in your form from the Form Fields tab.

One of the standout features on offer with Profile Builder Pro is that your registration form and profile forms don’t necessarily have to be identical. For example, you can give users the option to upload an avatar after they’ve registered. Or, you might want to prevent users from updating their email address in which case you could remove the Email form field from the profile form.

Check out our tutorial on how to create your WordPress custom profile page for step-by-step instructions.

Step #5: Create a member directory with user profiles

Profile Builder Pro’s User Listing module lets you create a front-end member directory with user profiles.

Go to Profile Builder > Modules from the WordPress admin panel and make sure the User Listing module is set to Active.

Next, go to Profile Builder > User Listing and click the Add New button. From the User Listing Settings meta box, select the Roles to Display by ticking the checkboxes. For example, if you want to display a list of vendors only, you’d simply tick the checkbox next to Vendor.

You can also configure advanced options from the same screen. For example, you can decide how many users to list per page, the sorting criteria, and more.

Click the Publish button to continue. Copy-paste the shortcode on the page you’d like to display the user listing on.

Step #6: Restrict user access to content

When you’re looking for ways on how to build a website with user accounts, you might also consider restricting user access to content. The Profile Builder Pro plugin comes with built-in options to help you restrict content based on the logged-in status or user role.

Head over to Profile Builder > Settings > Content Restriction to get started. Set the Enable Content Restriction option to Yes using the dropdown. Once that’s done, you can choose the type of content restriction you’d like to apply and customize the content restriction messages using WYSIWYG text editors. If you select the Redirect option, you can also choose to redirect users to a specific URL such as your homepage.

Click the Save Changes button to proceed.

The next step is to set up content restriction rules. Go to the page or post you’d like to restrict access to. Scroll down till you reach the Profile Builder Content Restriction meta box. From here, you can choose to restrict content to logged-in users only or selected user roles.

Step #7: Create paid accounts using Paid Member Subscriptions

The Profile Builder Pro plugin integrates seamlessly with Paid Member Subscriptions allowing you to use the Extra Field Type, Subscription Plans, to create paid user accounts.

This is especially useful if you’re looking for a way to monetize your WordPress site. You can set up the subscription plans you’d like to sell. Users can then select the plan they’d like to purchase at the time of registration.

The payment for the subscription plan will be initiated after the user confirms their email address. After they do that, they’ll be redirected to the payment processor.

It’s also worth noting that the Subscriptions Plan field supports conditional logic. This means you can display the correct subscription plans based on, for example, user roles.

Build your own website with user accounts

The Profile Builder Pro plugin takes the guesswork out of how to build a website with user accounts in WordPress.

You can create different pages to allow users to create and manage their user accounts and configure security options to fight off registration spam. And, to take things to the next level, the plugin lets you create a member directory, restrict content, set up redirects as well as customize the emails you send your users.

Profile Builder Pro

Create beautiful front-end registration and profile forms with custom fields. Setup member directories, custom redirects, cutomize user emails & more using the all in one user management plugin.

Get the plugin

Profile Builder Pro’s integration with the Paid Member Subscriptions plugin also makes it possible for you to enable e-commerce functionality by selling memberships (i.e., paid accounts) complete with subscription plans.
It’s an all-round WordPress user management plugin for anyone looking for ways on how to build a website with user accounts in WordPress.

The post How to Build a Website with User Accounts (Step by Step Tutorial) appeared first on Cozmoslabs.

Having a WordPress form builder for user registration on your WordPress site saves you from having to create user accounts manually. In other words, you can give prospective students, members, or customers the option to create their own user account. This way, they don’t have to get in touch with you using a contact form to create their accounts.

In addition to this, a good WordPress form builder is fully customizable which means it delivers better user experience. Plus, using a WordPress form builder plugin saves you a lot of time (and effort) as compared to creating a form from scratch.

Profile Builder Pro is a WordPress form builder plugin that helps you add front-end user registration, profile, and login forms to your website. It’s incredibly easy to use and requires no technical knowledge to get started with.

Using the Profile Builder Pro WordPress form plugin, you can fully customize your user registration form. You can also leverage advanced form building features including the option to add extra fields, create multiple forms, configure conditional logic, leverage repeater fields, and add reCAPTCHA. In addition to this, you can create different forms for different user roles, require admin approval, and set up email confirmation to prevent spam registrations.

In this step-by-step tutorial, we’ll show you how you can use a WordPress form builder plugin to create and customize user registration forms on your website.

How to Build Custom User Registration Forms using a WordPress Form Builder

The easiest way to build and customize user registration forms in WordPress is by using a form plugin. More specifically, you need a user-friendly WordPress form builder plugin, like Profile Builder Pro, that gives you everything you need to automate the user registration process. This saves you from having to go through contact form entries to manually create user accounts.

For most websites, a simple contact form plugin, like Ninja Forms, WP Forms, Gravity Forms, or Formidable Forms, simply won’t cut it.

Here, we’ll show you how you can use Profile Builder Pro to build and customize user registration forms for your WordPress website. The free version of the plugin lets you get started and, whenever you’re ready to use advanced features, you can upgrade to the premium version.

Step #1: Set up front-end user registration and login

WordPress form builder plugins for user registration should give you the option to create front-end registration, login, and profile forms.

With Profile Builder Pro, all you have to do is click the Create Form Pages button after installing and activating the plugin to automatically create all three pages.

The plugin will automatically create a Login, Register, and Edit Profile page complete with front-end forms. This is the easiest way to create a front-end user registration form in WordPress.

It also makes it easy for users to log into their accounts and edit their profile information directly from the front-end. By letting users edit their own profiles, you don’t have to deal with profile update requests made through your contact form.

If you’d like to create these pages manually or add a form to a widget instead of a page, you can use the following shortcodes:

• User registration form – [[wppb-register]]
• Login form – [[wppb-login]]
• Edit profile form – [[wppb-edit-profile]]

Unlike Ninja Forms, WP Forms, Gravity Forms, or Formidable Forms, Profile Builder Pro creates these form pages for you automatically. Form submissions are stored in your database.

Step #2: Add extra fields and reCAPTCHA

One of the great features on offer with the Profile Builder Pro plugin is that it makes it easy for users to customize their front-end user registration forms. This makes it a powerful yet flexible WordPress form builder.

Profile Builder Pro comes with 14 default field types including a name field, contact information, email, password, etc… in addition to 29 extra field types that you can add to your user registration form. These include headings, WYSIWYG, file upload, radio buttons, checkboxes, Google reCAPTCHA (like in contact forms), and many more.

Head over to Profile Builder > Form Fields to add, edit, delete or re-order form fields on your user registration form.

For example, if you wanted to add a reCAPTCHA field to the bottom of your user registration form, you would simply use the Field dropdown to select the reCAPTCHA field type. Then, you would enter the Form Field Properties and click the Add Field button to add it to your form.

Profile Builder Pro lets you choose between reCAPTCHA V2 and Invisible reCAPTCHA to add to your user registration form. In addition to this, the Manage Form Fields page provides an AJAX drag-and-drop interface that you can use to sort and re-order fields however you’d like.

Step #3: Configure conditional logic

Powerful WordPress form builder plugins, like Profile Builder Pro, let users configure conditional logic. In simple terms, it allows you to show or hide selected form fields based on the user’s input.

For example, let’s say you’re creating a user registration form to allow businesses to book your event company for different types of events. Before the user can fill out the event details (such as event name and date), they have to choose the type of event they’d like to organize.

For this, you would add an Input field to your form and enable the Conditional Logic option. Next, you’d set the Conditional Rules as follows:

Finally, click the Add Field button to proceed. You can follow the same steps to configure conditional logic for as many form fields as you’d like. Following our example, you might want to configure conditional logic for the Datepicker field, as well.

It will look something like this on the front-end:

Notice how the Event Name and Event Date fields appear after the user selects an Event Type. Profile Builder Pro makes it easy to configure conditional logic rules.

Step #4: Use repeater fields

Depending on the type of user registration form you’re creating, you might need to add repeater fields to your form. Repeater fields let users generate fields (or groups of fields) by themselves on the front-end.

For example, if you’re organizing an event and want to create a user registration form that allows one person to register multiple attendees, you can create repeater fields to collect information about the attendees.

The repeater fields you add to your user registration form might be:

• Attendee Name
• Attendee Age
• Ticket Type

This makes it easy to set up group registrations.

To add repeater fields to your online forms, go to Profile Builder > Modules and set Repeater Fields to Active.

Click the Save Changes button. Next, navigate to Profile Builder > Form Fields and add a Repeater Field to your form.

Fill out the Form Field Properties. Profile Builder Pro lets you limit how many repeater fields each user can generate on the front-end. This allows you to prevent users from generating more fields than necessary. In addition to this, you can also limit repeater fields by user role.

You’ll also need to set the Repeated field group option to define which field (or group of fields) should be repeated. For this, click on the Edit field group button to get started.

Click the Save Changes button to proceed. The user registration form will look something like this on the front-end:

Users can click the plus icon (+) to add repeater fields to their user registration form.

Step #5: Create multiple forms

Depending on the type of website or program you’re running, you might need to create different types of forms for user registration. The Profile Builder Pro WordPress form builder makes this incredibly easy with its Multiple Registration Forms module. This way, you’re not restricted to pre-built form templates and can create unlimited forms.

The first thing you need to do is head over to Profile Builder > Modules and make sure the Multiple Registration Forms module is set to Active.

Click the Save Changes button. Next, go to Profile Builder > Registration Forms to create multiple user registration forms. Click the Add New button and fill out the After Registration… meta box.

From here, you can:

• Set the role the user will automatically be assigned after they complete their registration.
• Decide whether the user should automatically be logged in after successful registration.
• Which page to redirect the user to e.g. the homepage or a welcome page.

Next, you can use the Add New Field to the List meta box to create the custom user registration form. You can add, edit, delete or re-order (using drag-and-drop) form fields on your user registration form.

Click the Publish button to continue. A shortcode will appear in the Form Shortcode meta box. Copy-paste this shortcode into any page on your WordPress website to display the user registration form on the front-end.

Repeat these steps to create as many user registration forms as you need for your website. The user registration form will look something like this on the front-end:

Users can choose to receive their credentials via an email notification. Once the form is submitted, the user will automatically be assigned the user role you selected at the time of creating the form.

Step #6: Restrict access based on user roles

Profile Builder Pro comes with built-in settings to let you restrict user access to content based on user role or the user’s logged-in status.

To enable content restriction, go to Profile Builder > Settings > Content Restriction and use the dropdown to set Enable Content Restriction to Yes. From the same screen, you can:

• Choose the type of content restriction.
• Set a redirect URL if you choose to redirect users.
• Customize the messages for logged-out users and logged-in users.
• Configure the restricted posts preview settings.

Click the Save Changes button to proceed.

To restrict user access to a specific page or post, simply open it up in the edit screen and scroll down to the Profile Builder Content Restriction meta box.

Tick the checkboxes next to the user roles you’d like to make the content available for.

Step #7: Require admin approval and set up email confirmation

The WordPress form builder plugin you use for user registration should also give you options to prevent spam registrations. With Profile Builder Pro, for example, you can require admin approval and set up email confirmation.

Here’s what you need to do:

Go to Profile Builder > Settings from the admin panel and click on the General Settings tab. Set both the “Email Confirmation” Activated and “Admin Approval” Activated options to Yes using the dropdown menu.

In addition to this, you can choose which “Email Confirmation” Landing Page to redirect users to after they confirm their email address. It also gives you the option to select which user roles to activate admin approval on using the “Admin Approval” on User Role option. Simply tick the checkboxes next to the user roles you’d like to activate admin approval on.

Simplify User Registration with a WordPress Form Builder

Creating a professional user registration experience involves having front-end user registration forms (in some cases, more than one), the option to add extra fields, and configure conditional logic. In addition to this, you should also be able to take necessary measures for spam protection. This might include adding reCAPTCHA to your forms and requiring admin approval.

The Profile Builder Pro WordPress plugin makes it incredibly easy for just about anyone to create custom user registration forms. The best part is that you can modify them in a variety of different ways to get the look and feel you want and deliver a better user experience.

Profile Builder Pro is the best WordPress form builder plugin for anyone looking to create user registration forms in WordPress. The free version of the plugin is great for anyone looking to try it out. It also supports a variety of add-ons that you can use to create advanced forms or complex forms. For example, you can use Profile Builder Pro add-ons to create multi-page forms (or multi-step forms) or set up GDPR preferences. You can also integrate with email marketing services like MailChimp and Campaign Monitor.

Profile Builder Pro

Create beautiful front-end registration and profile forms with custom fields. Setup member directories, custom redirects, cutomize user emails & more using the all in one user management plugin.

Get the plugin

The post WordPress Form Builder Plugin for User Registration (Step by Step Tutorial) appeared first on Cozmoslabs.

If your WordPress site is designed to serve and engage with a community, you’ll need to install a WordPress forum plugin.

Forum plugins add a platform where users can ask questions, provide answers, and join in discussions. It promotes engagement and gives users a sense of being part of a community. You can use it to provide a private service or something more public like Quora or Stack Overflow.

You can also use a WordPress forum plugin to provide customer support for an e-commerce site or technical support for a multisite network, or answer questions about the content in your site, whether that’s blog posts, videos, or online courses.

A forum is also great for SEO because your users are constantly generating new content, something Google loves. The more engaged your users are, the better.

So if you want to create your own mini social network for people interested in the content of your site, installing a forum plugin on your WordPress site is the way to go.

In this guide, we’ll introduce you to three of the most popular WordPress forum plugins. We’ll show you how to set our favorite up, and we’ll show you how the Paid Member Subscriptions and Profile Builder Pro plugins can add extra features and make your forum even better.

What Should You Be Looking For in a WordPress Forum Plugin?

A good forum solution will give you flexibility and control. It will let you manage user accounts and create membership plans. You’ll be able to create as many discussion boards as you want and have access to an intuitive user interface, with file uploads, activity streams, and sub-forums or topics. It’ll be easy to use both in the front-end and backend.

Ideally, you’ll be able to restrict comments by the content or by user role. Plugins like Paid Member Subscriptions and Profile Builder Pro let you add features like this to manage your members more effectively and/or monetize your forum.

You also want it to integrate well with your WordPress theme and have a forum layout that fits into your existing site, as well as looking professional and being SEO-friendly.

A dedicated WordPress forum plugin is the best solution for a good discussion board. It’s tempting to try using regular comments, or harnessing some of the features of BuddyPress. But for the best forum, you’ll need a forum plugin.

So let’s take a look at the most popular WordPress forum plugins.

Three of the Best WordPress Forum Plugins

There are plenty of WordPress forum plugins out there, many of them free. Options include Asgaros Forum, CM Answers, WP Symposium Pro, Sabai Discuss, Simple: Press, and more. 

But here we’re looking in-depth at three of the best forum plugins: bbPress, wpForo, and DW Question and Answer. They are all feature-rich and each has unique elements that will help you run your forum.

bbPress

bbPress is one of the most widely used WordPress forum plugins with tons of add-ons for everything from styling to front-end editing capabilities on your discussion forums.

It’s also a free plugin because it is an open-source project maintained by an online community of developers. The support forums stay active with responses from users throughout the community, so it’s relatively easy to get help with troubleshooting.

With the initial installation, you can work with customizable templates for your support forum layout on the front-end. But without the help of a few WordPress plugins and add-ons, the discussion forum styling looks out-dated. The registration and profile system in bbPress is also pretty basic.

wpForo

wpForo forum plugin is another WordPress discussion board plugin to consider. It has some unique built-in features, like an advanced user profile and user role system, topic & post-front-end moderation, and a tags widget for support forums and user profiles. For a free plugin, wpForo is incredibly feature-rich and is a great option if you are starting a new discussion forum. If you want things like private messages though, you will have to buy some of the pro version addons.

A big complaint that some users have had is that wpForo can attract spambots that register for user accounts, but an anti-spam addon can potentially fix that. While you get some useful features like live user notifications, you might not get responses quickly in the support forums.

DW Question and Answer

The DW Question and Answer plugin has a free version plus a premium plugin with extra features.

The plugin makes it easy to ask questions, with the ability to post them via widgets in the sidebar or on the Q&A page. It lets users filter and search questions and responses, and includes voting for the best answers. It also allows for private questions and answers and private messaging

The premium version comes with advanced user management so admins can set what user roles can do: ask questions, post answers, and make comments. It also allows file uploads and integration with Akismet to stop spam.

How to Install and Configure bbPress

So which is the best of these forum plugins? By far the most popular, and the one which will be most familiar to your forum contributors is bbPress. Here’s a guide to installing and configuring bbPress.

Setting up bbPress and Creating Forums

Start by installing and configuring bbPress to create your forum. In the WordPress admin, go to Plugins > Add New. You’ll find bbPress as one of the popular options. If you don’t, type ‘bbPress’ in the search box.

Click the Install Now button then when that changes to an Activate button, click it again.

In the admin menu, click on Forums. At the top of the Forums screen, click Add New to add a new forum.

Give the forum a name and add any text or guidance that you want to add above the forum content. You can also choose who the moderators will be. Then click Publish.

You’ll now have a list of your forums in the Forums screen.

Next, add some new topics in the same way. Each forum can have multiple topics, and you can use Paid Member Subscriptions to restrict access to forums, topics, or both. When you create a topic, don’t forget to assign it to a forum.

Once you’ve created your forums you can add them to your navigation menu in the same way as you’d add pages, or you might add a link to them in a widget in the sidebar. Here’s how one of your forums might look on the front-end:

Your WordPress users can now access the forum and use it to ask questions, provide answers, and upload files if they need to (depending on permissions).

You’ve now got bbPress running and some forums set up. bbPress is the most popular WordPress forum plugin, but as we’ve discussed, it does lack some features, including the ability to protect content. It also doesn’t offer much flexibility with profiles and user management. So let’s take a look at using Paid Member Subscriptions and Profile Builder Pro to add that.

How to Add More to bbPress with Paid Member Subscriptions and Profile Builder Pro

All of the free forum plugins we’ve looked at have some great features, but they also have their downsides.

bbPress can look old-fashioned. wpForo has been reported to have issues with spambots signing up. And DW Question and Answer will be less familiar to your users.

All free forum plugins will have one common challenge: customer support. With a free plugin, you can’t expect to get prompt support, although being that they’re forum software, you can expect an active forum supporting them. But how do you know the advice you get in the forum from other members is what you need?

The good news is that you can make bbPress even better by integrating it with Paid Member Subscriptions and Profile Builder Pro.

Adding Extra Functionality with Paid Member Subscriptions

Paid Member Subscriptions makes it very easy to set up your own membership site. You can combine this with bbPress to make your forum more professional and user-friendly and to make money from your forum.

Paid Member Subscriptions lets you manage user accounts, create multiple tiers of membership including free and premium, and monitor account activity. It lets you create and manage automated subscription payments, as well as sending email notifications to your members.

For forums, its most useful feature is restricting forums and/or tiers by membership tier. In a forum, this might be important: you may want to keep the forum private and restrict some or all of the content to user groups. Paid Member Subscriptions’ bbPress add-on will let you add this functionality to your WordPress forum.

Let’s take a look at how to do that.

Creating Membership Tiers for Your Forums

Start by creating a forum as we’ve already done above. 

Then create your membership tiers by going to Paid Member Subscriptions > Subscription Plans.

To add a new subscription plan, click Add New and set up your plan.

Create subscription plans that correspond to your forums and configure them, with pricing levels as appropriate. You might choose to make some forums freely available, others free to subscribed members, and the more exclusive ones available only to members on a premium subscription. That way you can monetize your forum.

Restricting Forums and Discussions to Members

To restrict access, go to Forums and select the forum you want to restrict. Scroll down to the Content Restriction section.

Select the membership plans that you wish to have access to this forum and click the Update button. The forum will now be restricted by membership tier.

Adding Extra Functionality with Profile Builder Pro

The Paid Member Subscriptions plugin isn’t the only one you can use to enhance your WordPress forum. The Profile Builder Pro premium version also has features that will add more to the site.

Adding Complex Sign-up Forms to Your Forum

Profile Builder Pro lets you add extended user-profiles and custom registration forms, so you can gather all the information you need about members of your forum and use it to provide a better service.

Profile Builder Pro lets you add complex sign-up forms to your WordPress forum site, and capture any information you might need.

After installing the plugin, go to Profile Builder > Form Fields to add the fields you want to use to capture data. These include biographical information, URLs, GDPR fields, and much more.

Save your fields then go to Profile Builder > Registration Form and click the Add New button to add a new form.

Here you add whatever fields you need to your form and click the Publish button. Once you’ve published the form, you’ll be given a shortcode you can then add to a page in your site which you’ll use as the forum registration page.

Add a Member Directory to Your Forum

Another useful feature of Profile Builder Pro that you can use in your WordPress forum is the member directory.

Create a new page on your site by going to Pages > Add New. Then add the [ wppb-list-users name=”userlisting” ] shortcode to the page. 

Publish the page by clicking Publish.

Your page will then display a list of members, so your forum members can find out more about the members they’re interacting with. This will help identify who the experts are in your community.

Summary

Adding a forum to your WordPress site lets you engage with your audience and creates a vibrant community of people who want to discuss a topic. Using a forum plugin like bbPress will let you do this.

But bbPress doesn’t have all the features you need to run a professional membership site with your forum. The Paid Member Subscriptions and Profile Builder Pro plugins let you create subscription plans, offer a member directory, and restrict access to your forums. 

If you combine both Paid Member Subscriptions and Profile Builder Pro with a WordPress forum plugin like bbPress, you’ll find you can create a professional and fully-featured forum website.

Paid Member Subscriptions Pro

Accept (recurring) payments, create subscription plans and restrict content on your website. Easily setup a WordPress membership site using Paid Member Subscriptions.

Get the plugin

The post A Guide to WordPress Forum Plugins: The Best Plugins & How To Manage Them appeared first on Cozmoslabs.

Adding a WordPress frontend login page to your website has two main benefits. First, it lets you control access to restricted content in your site, which is useful if you have a membership site with specific content only available to logged-in users.

And second, it’s good for user experience (UX). The default WordPress login screen is shown below. It does its job, but it’s generic, doesn’t reflect your brand, and might not include everything you want it to.
Plus, using the default WordPress login screen users will be directed towards the back-end of your site. This is both inconvenient for site owners who don’t want people accessing their admin panel, as well as users from a usability point of view.

Adding your own bespoke WordPress frontend login page will help you give your users a better experience and make your membership site run smoothly. They will be redirected to the frontend login screen even when trying to access the default WordPress login. Here’s how your frontend login page could look.

To do this, you don’t need a dedicated login plugin. Instead, you can use Profile Builder Pro, the all in one user management plugin. Among its features is the ability to add a custom WordPress frontend login to your site, so that your users can access a login page like the one above. 

Steps to Create a Custom WordPress Frontend Login Page

To create your custom login screen, you’ll need to work through three steps:

• Install and configure the Profile Builder Pro plugin.
• Create a page to use as your login page.
• Add the login form to your login page.

You can then add extra features to your login screen to make it more user-friendly and secure:

• Redirect from the default WordPress login screen to your custom login page.
• Add Recaptcha and other security features such as secure passwords.
• Allow users to register or reset the password from the login screen.
• Redirect users to a screen of your choice after they log in.
• Add extra features to your login screen with add-ons.

Let’s take a look at all of these steps in turn.

Installing the Profile Builder Pro Plugin

Start by installing the Profile Builder plugin and activating it on your site. Go to Plugins > Add New and click the Upload Plugin button.

Find the zip file for the plugin, which you can download from your account page. Once you’ve done that, activate the plugin and you’ll see a new Profile Builder menu in your WordPress admin area.

Creating a Page for Your Custom Frontend Login Form

Now that you have the plugin set up, it’s time to create a page that will be used instead of users getting to the backend WordPress login page.

Create a page in the normal way: go to Pages > Add New in your WordPress backend.

Give the page a title (such as ‘Login’) and add the [wppb-login] shortcode to the content. You can also add any other content you’d like: maybe an explanation of why people would log in.

Now you have a basic form, displayed on a screen that looks like the rest of your site instead of being the default WordPress login page. If the user isn’t logged in, the login form will be shown. If they’re already logged in, they’ll see a logout option.

Adding Redirection to the WordPress Frontend Login page

Once you have your login page set up, you need to redirect WordPress users to that screen instead of to the default wp-login.php WordPress login screen.

To do this, you set up redirection.

Go to Profile Builder > Custom Redirects and scroll down to the Redirect Default WordPress Forms and Pages section.

In the Redirect Type dropdown, select Login. In the Redirect URL field, enter the URL of your frontend login page you just created.

Click the Save Changes button. Now when someone tries to access the default WordPress login screen, they’ll be taken to your login screen instead.
Profile Builder lets you set up redirects for all default WordPress forms (registration, login and lost password) making it easy for you to offer an improved user experience and keep your users from accessing the backend of your site.

Adding ReCaptcha to your Login Form

If you want to to avoid bots trying to log into your site, it’s a good idea to add a ReCaptcha field to your frontend login form. This way you’ll be less likely to suffer from malicious attacks via the login screen and eliminate spam registrations.

To do this, you need to add an extra field to your login form for the ReCaptcha. Go to Profile Builder > Form Fields. Click in the Field field and select Recaptcha.

Find the ReCAPTCHA Type: field. Select Recaptcha v2 for a visible ReCaptcha or Invisible Recaptcha for ReCaptcha v3, which happens in the background without the user having to select images or type anything in. This option is better for user experience and still gives you the security benefits of ReCaptcha.

Next, you need to add a site key and secret key in the relevant fields. Follow the link to Google to get your keys and paste them into the relevant fields.

Now go to the Display on PB forms section. Check the PB Login option. You also might want to check the other options for the registration form and password recovery form.

Click the Add Field button to add this field to your form fields.

If you selected Invisible ReCaptcha, you won’t see anything on your login screen as it’ll work invisibly, but if you selected ReCaptcha version 2, you’ll see a Recaptcha.

Adding Lost Password and Register links to your WordPress Frontend Login Form

The frontend login form won’t be complete without an option to register or reset your password.

If users have forgotten their password, it’s helpful to give them a password reset option. And for new users, adding a link to the frontend registration page will encourage new sign-ups and get you more user registrations. You can add lost password and registration links to your custom login form to make this easy for them.

In your login page, find the shortcode you added for the login form and edit it so it looks like this:

[wppb-login register_url="/register" lostpassword_url="/recover-password"]

Now, these links will be displayed below your login form. These links are the urls of the pages that contain the frontend registration form and the password reset form.

Ensuring Security in Your WordPress Frontend Login Screen

It’s important to ensure that your frontend login is secure and only those people you want to can use it to access your site. Some steps you can take include:

• Adding a ReCaptcha form, which we’ve already done.
• Limiting user registrations in the Settings > Discussion screen in WordPress
• Enabling restricted content using the Profile Builder Pro plugin, via Profile Builder > Settings > Content Restriction.
• Forcing users to use strong passwords with the Profile Builder WordPress plugin.
• Installing a security plugin to monitor your site and keep it safe from breaches.
• Limiting login attempts with a security plugin or dedicated login limiter plugin.

Let’s take a look at how you can enforce strong passwords in your custom login and registration forms.

Go to Profile Builder > Settings. Scroll down and type in the minimum number of characters in passwords in the Password length field. Then in the Password strength dropdown, select the minimum strength that people must use for their passwords to register on your site.

Now when people register they’ll have to use medium or strong passwords to gain access to your site.

Redirecting Users after Login

After your WordPress users login, by default, they’ll stay on the login page. But what if you wanted to send them to your home page, latest blog post, sales page, or your most popular content?

With the Profile Builder plugin, you can redirect your users to your chosen page after they log in.

To do this, go to Profile Builder > Custom Redirects.

Scroll down to the Global Redirects section, select After Login in the Redirect Type field, and type in the URL of the post or page you want to direct people to.

Click the Add Entry button to save the change, and from now on when users log in, they will be redirected to that page.

User Moderation

It’s helpful to be able to moderate users and manage the content they can access and the actions they can perform.

Profile Builder Pro’s Roles Editor module lets you manage users and user roles, and add extra features to your site, including:

• Customize and restrict content available to different types of users
• Create a front-end member directory, with a list of all user profiles
• Setup custom redirects, customize user emails & more

This adds extra functionality on top of the default WordPress user management features and gives you more control over user moderation and management. 

Adding a Registration Form to the Login Page

We’ve already seen how you can add a link to the registration page below your login form, but what about adding a registration form to your login page?

Adding a registration form means that if people don’t already have an account and want to log in, they can register in order to do so. This can help you get more registrations. You’ll only want to add this if your site is open to new registrations.

You can also add a registration form to the login page if your site is taking registrations from new members. To do this, add the [wppb-register] shortcode to your page. You could also add some information on what people get when they register.

This adds the default registration form to your login page.

This registration form is quite long so if you want to customize it, you can create a custom registration form using Profile Builder’s ability to create multiple registration forms. 

Adding Extra Features to Your WordPress Frontend Login Form

Profile Builder Pro has add-ons you can use to add more customization to your frontend login, to help you improve user experience and brand your login screen. These include custom page templates for login, passwordless login, and the customization toolbox.

The custom login page templates add-on lets you choose from a range of predesigned login page templates that help you make your login page stand out. You can customize the templates with your own logo or background image or use a ‘picture of the day’ for variety.

With the passwordless login add-on, your users can log in without a password. Instead, they provide their username or password and are then sent an email with a link that contains a unique token allowing them to log in. This way they don’t need to check ‘remember me’ or remember their password and your site is still secure.

The customization toolbox adds a new menu item to the Profile Builder interface with extra features. These include:

• Automatically generate passwords for your users.
• Allow or Deny certain email domains from registering.
• Redirect users to a specific page if they have empty required fields.
• Ban certain words from being used in the First Name, Last Name, or Username fields.

…and many more. 

You can also add a custom login widget to the sidebar or footer of your site, meaning people can log in from anywhere on the site. Or try using the Customizer (via the admin bar) to add CSS to your custom login page and edit the colors or layout.

Combine Profile Builder Pro with Paid Member Subscriptions

You could even take this further by creating a paid membership site and combining Profile Builder Pro with the Paid Member Subscriptions plugin to monetize your membership site.

Paid Member Subscriptions lets you create multiple tiers of membership, meaning you can create content for specific member groups. Combine member subscriptions with Profile Builder Pro and give members of your site a custom login that enhances your brand and makes it easier for them to access their user area.

Conclusion

Adding a custom user login form to your WordPress site allows you to brand your login page and provide a better user experience for your visitors. It also lets you customize the login form and add extra features like a ReCaptcha for security.

Using the  Profile Builder Pro plugin with your WordPress site you can customize your login form, manage your users, and add a redirect so that users go to a page of your choice after they log in. You can take things further by combining Profile Builder Pro with Paid Member Subscriptions and provide a professional login to your membership site.

Profile Builder Pro

Create beautiful front-end registration and profile forms with custom fields. Setup member directories, custom redirects, cutomize user emails & more using the all in one user management plugin.

Get the plugin

The post How to add WordPress Frontend Login to your Website appeared first on Cozmoslabs.

There are tons of scenarios where you might need to add a WordPress signup form to your website. For example, you might need to use it to create user profiles for end-users that register to your site so that you have a record of all important contact details and can build an email list.

A WordPress signup form can also help you from a security standpoint by helping you prevent user registration spam. In addition to this, a customizable signup form lets you control what information you collect from registrants before they can signup to become members of your website.

A custom front-end signup form that aligns with your brand messaging and connects with your email marketing service to help you boost conversions and sales.

WordPress signup forms are essential for all sorts of websites including membership websites, subscription websites, online businesses, learning platforms, and much more.

In this article, we’ll go through how to add a WordPress signup form to your website using the Profile Builder Pro plugin.

Introducing Profile Builder Pro

Profile Builder Pro is a WordPress signup form plugin that lets you create engaging front-end signup forms. You can easily create registration forms, profile forms, and login forms by using shortcodes.

The key benefit of this approach is that you can add a signup form just about anywhere on your site – in a post, page, custom post type, or widget. This gives you the flexibility to add WordPress signup forms to your sidebar or footer, depending on the theme you’re using. And, you don’t have to use an email marketing service like Mailchimp.

Profile Builder Pro is an all-in-one user registration and management plugin for WordPress sites. It’s also worth mentioning that it’s GDPR-compliant out of the box.

The Profile Builder Pro plugin packs a ton of powerful features to help you add a WordPress signup form to your website and deliver a good user experience to visitors.

Profile Builder Pro Key Features

As we mentioned earlier, it comes with support for shortcodes that make it easy to add custom front-end signup forms to your website. You can add the shortcodes anywhere on your site to render signup forms on the front-end including widgets, posts, pages, and custom post types.

These include:

• Registration page or signup form
• Login form
• Edit profile form
• Password reset form
• Logout form

In addition to this, you can set up email confirmation for user signup to prevent spam registrations and signups. What this means is that users will receive an email notification after they complete the WordPress signup form (or registration page) prompting them to confirm their email address. This simple but powerful built-in feature helps you fight spam effectively.

One of the neat features on offer with Profile Builder Pro is that you can add extra profile fields to your signup and edit profile forms. For example, you can add a reCAPTCHA field or an avatar upload field. The avatar upload feature works with most WordPress themes and also appears in comments and bbPress forums. This is especially useful for membership site owners that want to personalize the user’s experience as much as possible.

The best part is that Profile Builder Pro lets you drag and drop profile fields however you’d like. In other words, you can re-order and mix the default and extra user fields to get the look and feel you want from your forms.

And, finally, you can configure conditional logic for fields to implement dynamic front-end signup forms for your site’s visitors. This means that you can choose to show or hide signup form fields based on the user’s previous selection.

Customizing Your WordPress Signup Forms

One of the key benefits of using a flexible and extendable forms plugin is that you can customize your WordPress signup forms whenever and however you’d like using add-ons. Profile Builder Pro, for example, integrates with a number of add-ons that let you customize your signup forms and enhance their functionality.

Custom CSS Classes on Fields

The Custom CSS Classes on Fields add-on, as the name suggests, lets you add custom CSS classes to your signup form fields. This is an easy way to customize your form’s design and enhance its visual appeal. For example, you can use this to tweak the form to match your brand. All of this is possible without using Mailchimp or any other email marketing service.

Passwordless Login

You can use the Passwordless Login add-on to let subscribers and members login to their account without having to use a password. To set it up, all you have to do is install the add-on to your site and add a shortcode to a page or widget on your site. This way, users can log in to their account simply by clicking a link sent directly to their email address.

Admin Approval

If you’d like to double down on preventing spam registrations or simply need a way to manually accept user signups, then you can enable admin approval for new users. This way, you can decide who gets to have an account on your website and who doesn’t. The Profile Builder Pro plugin will automatically notify you whenever someone fills out the WordPress signup form. Alternatively, you can approve or reject users directly from the WordPress back-end.

Multiple Signup Forms

Profile Builder Pro lets you create multiple signup forms for your WordPress website. This makes it easy for site owners to create different forms for different user roles. For example, you might create different signup forms for Buyers and Sellers on your site. This is useful for anyone that needs to collect different information from different user roles in order to complete their registration.

Repeater Fields

The Repeater Fields add-on for Profile Builder Pro lets you add repeater front-end form fields or groups of fields to your signup forms and user profiles. For example, you can use this to give users the option to enter multiple phone numbers or email addresses when they’re signing up.

How to Add Signup Forms to Your WordPress Site Using Profile Builder Pro

As we mentioned earlier, you simply need to use the [wppb-register] shortcode to add a signup form (registration page) to your site’s front-end. A basic signup form might look something like this:

Next, we’ll go through how you can further customize and extend your signup forms using Profile Builder Pro.

Step #1: Set Up Email Confirmation

The first thing you want to do is set up email confirmation to make sure each one of your users uses a valid email address. Here’s how:

Go to Profile Builder > Settings from the WordPress dashboard. Next, click on the General Settings tab to access the form settings. Use the dropdown to set the “Email Confirmation” Activated option to Yes.

Next, select the page you want to redirect users to after they’ve confirmed their email address using the “Email Confirmation” Landing Page option.

Once you’re done, click the Save Changes button to continue.

Step #2: Add Extra Profile Fields

At this time, your WordPress signup form is probably pretty bare-bones. You can use Profile Builder Pro to add extra profile fields to your signup form to collect more information from users. Here’s what you need to do:

Go to Profile Builder > Form Fields from the WordPress admin panel to access the form builder. You can add, edit, delete and reorder (using drag and drop) user registration custom fields from the Manage Form Fields screen.

From here, you can add default field types and extra field types to your WordPress signup form. For example, you might consider adding reCAPTCHA or avatar upload custom fields to your forms.

And once you’ve added a form field to the form builder, you’ll be prompted to configure the field properties. This includes the form field’s title, type, meta-name, description, default value, and whether or not it’s required.

Step #3: Create Multiple Signup Forms

Profile Builder Pro’s Multiple Registration Forms module lets you add multiple front-end signup forms to your site each with different form fields for different user roles. This way, you can assign different user roles automatically depending on the form they fill out.

For example, let’s say you have two registration forms i.e. Buyer Registration and Seller Registration. People who fill out the Buyer Registration form will be assigned the Buyers user role. And people who fill out the Seller Registration form will be assigned the Sellers user role. This helps you keep new users organized on the back-end.

First, enable the Multiple Registration Forms module by navigating to Profile Builder > Modules.

Next, configure the After Registration… metabox for each new form you create.

Configure the following settings:

• Set Role. This is the user role that will automatically be assigned to people after they fill out the form.

• Automatically Log In. Use this to decide whether the user should automatically be logged in or not after they sign up.

• Redirect. This option lets you decide whether the user should be redirected to a different WordPress page after signing up or not.

Once you save changes, you’ll get a shortcode that you can add to any page or widget on your site to render the signup form on the front-end.

Step #4: Configure Conditional Logic

With the Profile Builder Pro plugin, you also have the option to configure conditional logic for certain fields in your signup form. This means that you can choose to show or hide fields on the front-end based on the user’s input.

Here’s an example:

Let’s say you want to apply conditional logic to the Phone Number field. First, tick the checkbox next to the Conditional Logic option to enable conditional logic. Once that’s done, you will be able to configure conditional logic rules.

For instance, you might want to ask for the user’s phone number only if they choose to schedule a call on July 9th or July 10th. For this, we would set the conditional rules as follows:

The phone number field only appears on the front-end when the user sets the date picker field to July 9th or July 10th.

Add Signup Forms to Your WordPress site today!

Using Profile Builder Pro – and its wide range of add-ons – you can easily create customizable WordPress signup forms. This makes it easy to register users, collect important user information and keep track of registrations on the back-end.

The WordPress signup form plugin comes with a number of handy features that let you create multiple signup forms, add extra profile fields to your signup forms, reduce spam and enable conditional logic. It’s an all-in-one solution for adding signup forms to WordPress.

Need a way to register users quickly? Use Profile Builder Pro to add signup forms to your website today!

Profile Builder Pro

Create beautiful front-end registration and profile forms with custom fields. Setup member directories, custom redirects, cutomize user emails & more using the all in one user management plugin.

Get the plugin

The post How to Add a WordPress Signup Form to Your Website appeared first on Cozmoslabs.

If you’re running a WordPress membership site, sell online courses, or have a training program, you might need a way to create a WordPress list of users on the front-end. In other words, you might want to display your user base on your site’s front-end.

Depending upon your specific use case, this might help you keep things organized or automate certain processes. For example, staff members could access it and load the WordPress list of users that matches certain criteria.

In addition to this, creating a WordPress list of users can help you quickly gather information about your users. You can also use it as a member directory or an online community where users can easily find each other.

Having a front-end WordPress list of users also gives you an opportunity to monetize listings in your member directory. For instance, some users might consider paying you to be listed in the member directory.

In this article, we’ll introduce Profile Builder Pro’s Advanced User Listing module and explain how you can use it to list all users in WordPress. We’ll also walk you through a step-by-step tutorial explaining how to create a member directory and monetize listings.

Profile Builder Pro Advanced User Listing Module

The Profile Builder Pro plugin makes it easy for you to create and add custom registration forms to their website’s front-end. It packs a number of modules that can help you better manage and showcase the information you collect.

For example, Profile Builder Pro’s Advanced User Listing module gives you easy to edit templates for listing users on the front-end as well as creating single-user pages. The module is shortcode based which means you can add a WordPress list of users anywhere on your site using a widget or simply create a new page and add it to that.

It also lets you create multiple user listings for managing different groups of users. For example, if you sell memberships, you can create a user listing of people on your Silver Plan and a separate user listing of people on the Gold Plan.

In addition to this, the Advanced User Listing module lets you restrict user listings to logged-in users only. This is especially useful if you want to monetize listings later on.

You can also choose to only list users with a particular user role on the front-end e.g. only Members or only Authors list. Furthermore, Profile Builder Pro lets you set the number of users to be displayed on each page. This way, you don’t have to overcrowd the page.

With the Advanced User Listing module, you can easily set the default sorting criteria and sorting order. For example, you can choose to order by ascending (asc) or descending (desc) order. It comes with fully customizable templates that let you add any extra fields that you may have previously defined. For instance, you can use search tags to add a search form on the All User Listing Template. It also supports the sort by tags.

The module makes it possible for you to query users with a particular meta_key and meta_value. These are additional shortcode parameters. The meta_value parameter, for example, lets you display users that have a certain meta_value within a certain meta_field. And, finally, you can configure advanced filtering by custom fields using its faceted filters option.

WordPress List of Users Bonus Features

The Profile Builder Pro plugin offers a number of features that work seamlessly with the Advanced User Listing module.

Add Users on Map

You can set up the users on map feature to let users set up their own profiles and add their location to a map themselves. This helps you (and other users) visualize where members are located in the city, country, or world.

You can use it to list all the users inside the user listing. It also makes it easy to search for users by entering a search term or filter them based on different information. Essentially, it works with the User Listing module to extend the functionality of your map.

Avatar Uploads for Users

Profile Builder Pro’s avatar uploads for users feature works in conjunction with the User Listing module, as well. You can use it to display WordPress user avatars in the comments, bbPress forums, and in the front-end member directory.

This is an easy way to add consistency and visual appeal to your site’s front-end member directory. The best part is that the avatar uploads for users feature works with just about any WordPress theme.

How to Create a Member Directory

Using Profile Builder Pro’s User Listing module, you can easily create a front-end WordPress list of all users (i.e. a member directory). This is a great way to form an online community where users can easily find each other.

You can create member directories for all sorts of businesses:

• Your online course’s students and learners.
• Members on your membership site or training program.
• Staff members, employees, and volunteers in your company.
• Members of your online community, forum, or club.
• Service providers or real estate agents in your area.

Here’s what you need to do to create a WordPress list of users:

Log into your WordPress dashboard and navigate to Profile Builder > Modules. Make sure that the User Listing module is set to Active.

Click the Save Changes button to proceed. Next, head over to Profile Builder > User Listing from the WordPress admin panel and click the Add New button. You’ll be prompted to fill out Userlisting Settings.

From the same screen, you can also set up faceted menus, configure search settings, and customize the All-Userlisting Template and Single-Userlisting Template. Click the Publish button to continue.

A shortcode will appear in the Form Shortcode metabox on the right-hand side of the screen. Copy this to your clipboard.

Now, create a new page in WordPress and add the shortcode to a shortcode block. Publish the page and preview it on your site’s front-end. It should look something like this:

By default, the WordPress list of users should get user data and show the user’s display name, user role, posts, sign-up date, and a link to more details.

How to Monetize Listings in Your Member Directory

As an online business owner, you might consider using the User Listing module to charge people to get listed in your member directory. For this, you will need to install and activate the Paid Member Subscriptions plugin to your WordPress site. This plugin also works with WooCommerce sites.

It would work something like this:

Once you install and activate the Paid Member Subscriptions plugin, you’ll see the Subscription Plans form field show up in Profile Builder Pro’s Form Fields screen. You can use this option to accept payments from visitors. This means that you can add a subscription plan to your registration form and use it to charge visitors either a one-time fee or a recurring fee to get listed in your member directory.

Simply ask the user to enter their name, user email address, and select a subscription plan and payment method. This is an easy way to let users create a paid user profile.

This is the bare minimum information you need to create a WP user account. To take things further, you can use the different form fields available to you with the Profile Builder Pro plugin to set up a custom form that asks for additional details.

For example, if you’re creating a job board, you could add a WYSIWYG field to your form to let users enter the job requirements.

This way, you can easily monetize listing in your member directory. With Profile Builder Pro, you can choose to charge members either a one-time fee to be listed or a recurring fee. This is a great way to generate recurring income from your WordPress website.

Showcase Your WordPress List of Users

Profile Builder Pro’s Advanced User Listing module is the easiest way to create a WordPress list of users to showcase on your site’s front-end. You can create multiple user listings as well as monetize listings to generate income.

Advanced User Listing is perfect for anyone who’s looking for an easy way to create a member directory, set up a job board, or showcase real estate listings on their site’s front-end.

Ready to showcase your WordPress list of users? Get Profile Builder Pro today and activate the Advanced User Listing module!

Profile Builder Pro

Create beautiful front-end registration and profile forms with custom fields. Setup member directories, custom redirects, cutomize user emails & more using the all in one user management plugin.

Get the plugin

The post How to List All Users in WordPress appeared first on Cozmoslabs.

With over 455,000,000 websites using WordPress right now, WordPress remains the most popular website builder. While WordPress is the global preferred CMS, and the platform is relatively intuitive, it doesn’t mean there isn’t a slight learning curve when it comes to more complex tasks like adding a user to WordPress.

Here are the topics this post will cover to teach you how to add a user to WordPress:

• The steps you need to take to add a user to WordPress manually
• How to let users register themselves with Profile Builder Pro
• The benefits of front-end user registration
• How to bulk import users using Profile Builder Pro

Let’s get started!

How to add a user to WordPress manually and assign user roles

If you want to add a user and users roles to WordPress from within the WordPress dashboard, here are the steps you need to follow.

1. Log in to the respective WordPress account by entering your username and password via the wp-admin page.

2. Once you have logged in to your account, turn your attention to the dashboard on the right-hand side of the screen. Hover your cursor over “Users” and click on “Add New.”

Alternatively, you can click on “Users” and then click on “Add New” at the top of the next page. Either method will take you to the next step.

3. Once you click “Add New,” WordPress will direct you to the screen where you can add a new user to WordPress. From here, you will enter the new user’s username, email address, first name, last name, and generate a password.

You do have the option to choose your own password. For security reasons, it’s often best to let WordPress generate the password and send it to the new user. When the new user logs into the WordPress account with their own password, they can choose a new secure password.

4. The next step is to choose a user role. You’ll notice there is a box that says “Role” with a drop-down menu.

From here, you can select any of the following roles:

• Subscriber – A user that can only manage their own profile.
• Contributor – A person that can write and manage blog posts, but doesn’t have publishing access.
• Author – A user that can write, manage, and publish their own blog posts.
• Editor – Someone who can write, manage, and publish their own blog posts and the blog posts of others.
• Administrator – A user with complete administrator access to the WordPress site.

Each of the roles come with different WordPress access and functionality, so it’s critical to select the right role.

5. Once you have picked a new subscriber role, you can press “Add New User,” and WordPress will add that new user and contributor role to your WordPress account.
6. WordPress will direct you to a page where you can see the new user. From here you can add more users to WordPress or you can edit user roles.

And, that’s it! Rinse and repeat until you have added all the users to WordPress that you want.

How users can register themselves directly from the front-end

Now that you know how to add a user to WordPress from within the WordPress platform, you’re ready to learn how to make the job a lot easier.

If you have several users that will be logging in to your WordPress site, the last thing you want to do is sit down and assign new users through WordPress manually. While working to add a user to WordPress manually via WordPress is an excellent option for a small team, it’s a tedious process if you have a large team.

A better option is to let all new users register themselves with the Profile Builder Pro plugin.

As a quick review, WordPress doesn’t have a stand-alone feature where users can register themselves as a user. To accomplish this, the owner of the respective WordPress account will have to install a plugin. One of the best options on the market for building extensive front-end registration forms is by using the Profile Builder Pro plugin.

Profile Builder Pro

Create beautiful front-end registration and profile forms with custom fields. Setup member directories, custom redirects, cutomize user emails & more using the all in one user management plugin.

Get the plugin

How to install the Profile Builder Pro plugin into WordPress

Click on this link to purchase a license and to log in to your Cozmoslabs Account. Then, from your account, you will be able to download your plugin, check out add-ons, and see your licence number. Next, you will want to download the .zip file for your plugin and follow the steps to install it.

Here is how you can install your new plugin into WordPress:

• Hover your cursor over “Plugins” on the WordPress dashboard and select “Add New.”
• Once you get to the “Add New” page, click on “Upload.”
• Next, you will want to select the .zip file you just purchased and downloaded from Cozmoslabs.
• Press “Install Now.”
• As soon as you press “Install Now,” WordPress will install the Profile Builder Pro plugin. When it finishes installing, you can click “Activate” and follow the steps to activate the plugin.
• Once you have installed your WordPress plugin, you’ll notice your dashboard on the left side of the screen has a new menu item called “Profile Builder.” When you click on this new menu item, you can explore the various plugin options from within your WordPress account.

Now that you have installed the plugin, you’re ready to use the front-end user management feature. Let’s talk about how.

How to add a user to WordPress using a front end registration form

Profile Builder Pro makes it easy for you to create and display a front end registration form. Here are the steps.

1. On your WordPress dashboard, hover your cursor over the “Pages” option, and click “Add New.”
2. Profile Builder Pro offers a series of shortcodes. You will want to enter the registration shortcode using a text or shortcode block, or the Classic Editor. The shortcode you will need to add is: [wppb-register].

3. Hit publish.
4. After you hit publish, you can go to your new page and you will see your registration form.

Once this page is published, you don’t have to add all your users to WordPress manually. People will be able to add themselves as a user.

Not only does this plugin help with front-end user registration, but it also allows you to create front end login forms and sign up forms.

How to create a front end login form with Profile Builder Pro

The steps for creating a front end login form are similar to setting up a front end registration form. The main difference is you will use a different shortcode. Here are the steps to follow.

1. Create a new page and name it your login page.
2. Add the [wppb-login] shortcode inside the text box. Remember to use the Text Editor, not the Visual editor. If you use the Visual Editor, all you will see on the page is [wppb-login]. If you use the Text Editor, WordPress will know you are entering in code.
3. Hit publish.

4. Once you publish your shortcode, you will see the following form on your page.

Once you publish this page, new users will be able to login to the account with their username and password.

An added bonus to the login feature is you can redirect users to specific pages upon login and logout. All you have to do is use a redirect argument.

The login redirect argument is: [wppb-login redirect_url="http://www.yourdomain.com/page"].

The logout redirect argument is: [wppb-login logout_redirect_url="http://www.yourdomain.com/page"].

Remember you cannot redirect a user to an external page. This feature will only direct users to a specific page within your WordPress website.

The benefits of front-end user registration

You’ll notice that it’s fairly easy for an administrator to add a user to WordPress within the platform. It’s also simple to use the plugin to have people register themselves. This begs the question, why pay for a plugin if you can do it for free in WordPress?

Here are the benefits of front-end user registration that make the small plugin fee pay for itself a hundred times over:

• It saves your administrator time and energy when users can register themselves.
• The plugin keeps users out of the WordPress dashboard, which provides better user experience.
• The default WordPress registration form is basic. With the plugin, you can collect detailed user information at registration by using custom fields.
• It’s easy to fight user registration spam with enhanced functionality (e.g., ReCaptcha, email confirmation, admin approval, and more).
• The plugin automatically gives users a certain role at registration (e.g., you can have different registration forms for different users).
• Adding redirects after registration is simple with the plugin, and it’s super useful for on-boarding a new user.
• You can create custom redirects to send people to specific pages.
• Users can upload avatars to their profiles.
• You can restrict access to sensitive content (e.g. you could restrict access to your product pages).
• It’s possible to make custom profile menus so you can choose what information users can share.
• You can collect payments at registration with Paid Member Subscriptions, Cozmoslabs’ other plugin.
• The default WordPress user feature allows users to create weak passwords. The plugin has the option for you to institute a minimum password length and strength to keep user accounts safe.

One of the top benefits of this plugin is you can import or export a user database to or from a third party. In other words, it lets you bulk import to add multiple users to your WordPress account. Let’s take a look into how this works.

How to add users to WordPress in bulk using Profile Builder Pro

If you don’t want to add users to WordPress manually or set up a front-end registration form, no worries. Profile Builder Pro also allows you to import multiple users in WordPress. Here are the steps to follow to utilize this feature.

1. Download and install the plugin “Import and export users and customers.”
2. Using Profile Builder, take the time to create all your desired Extra Fields Types before you import. You will want to assign them the same meta names as the ones from the CSV file you imported. Also, set the “Overwrite Existing” option to “Yes.”
3. Structure your CSV file correctly:

• 1st column – username
• 2nd column – email
• 3rd column – password
• The additional column should be the meta names you created in Profile Builder -> Manage Fields

Important tip: Make sure your username, emails, passwords, etc on the CSV file match the entries in your database.

4. Download a sample CSV file.
5. You’ll see the Import users settings under Tools -> Import users from CSV.
6. Select whether or not you want to update existing users and make other relevant selections.
7. Click “Start Importing.”

Once you’ve completed these steps, you’ll see your new users in your WordPress account.

Wrapping Up

While it’s possible to add a new user via WordPress, there are several advantages to using the Profile Builder Pro plugin instead.

The Profile Builder Pro plugin is one of the best front-end registration plugins on the market. It makes it easy for you to add a group of new users at once, allow users to register themselves and it provides a wide range of user management tools for site admins.

Check out the Profile Builder Pro plugin today, and follow the instructions above to allow front-end user registration functionality or to bulk import your users.

Profile Builder Pro

Create beautiful front-end registration and profile forms with custom fields. Setup member directories, custom redirects, cutomize user emails & more using the all in one user management plugin.

Get the plugin

The post How To Add A User To WordPress (Easy Tutorial) appeared first on Cozmoslabs.

Looking to password protect your WordPress site?

Making all or part of your WordPress website password protected can help you create a site that better serves your users and helps you make money.

Password protecting your entire WordPress site can help you create privacy and exclusivity for your users. Creating protected content lets you set up a members-only area in an otherwise public site or allows you to set up restricted events or conduct exclusive sales. You could also use it as the basis for a membership site.

You can also use secure areas of your site internally within your organisation, for internal communications or sensitive content.

You might think that to do this you need to install a full-blown membership plugin, but you don’t. The Profile Builder Pro plugin is designed to give unlimited flexibility when it comes to user management and restricting different parts of your WordPress site.

With Profile Builder you can setup custom front-end registration, login and edit profile forms. You can integrate it with your WooCommerce store, setup custom redirects, customize WordPress emails or restrict content (more on this below).

In this tutorial, we’ll show you how to use Profile Builder Pro to restrict part of your site or even your entire site from non logged-in users or users with certain roles, so you can control who has access to what.

How to Set Up a Password Protected WordPress Site using Profile Builder Pro

There are four options when it comes to using Profile Builder Pro to restrict content in your site:

• Making the entire website private
• Restricting access to categories
• Restricting access to individual posts, pages or part of the post content
• Restricting access to WooCommerce products (and how to setup discounted prices for members)

Let’s work through each of them in detail.

Install and Activate the Plugin

Start by installing the Profile Builder Pro plugin in your WordPress site. Go to Plugins > Add New and click on Upload Plugin.

Once you have the plugin installed you then have the option of deciding which parts of your site to password protect. Let’s start with the whole site.

Password Protect Entire WordPress Site

The Profile Builder Pro private website feature lets you create an entire password-protected WordPress site. You can also do this with the free plugin version, but you won’t be able to protect specific content areas.

Here’s how to do it.

In the WordPress admin, go to Profile Builder > Settings. Click on the Private Website tab.

In the Enable Private Website dropdown, select Yes to turn this feature on.

You then have the option to use the default WordPress login screen or to create your own. We’ll look at how you create your own in a moment, but for now, just leave it at the default.

In the Allowed Pages field, type in the slugs of any pages you don’t want to make private. You might want to include your homepage or a landing page. If you do this, make sure those pages don’t include any private content.

You might want to use these pages to encourage people to sign up to your site: maybe you could take paid subscriptions using the Paid Member Subscriptions plugin. It integrates beautifully with Profile Builder allowing you to accept payments at registration and let users sign-up for a certain subscription plan.

Another option you have when setting up a completely private website is to hide the navigation menus. For this you can use the Hide All Menus option, setting it to No or Yes. “No” means that anyone visiting the site will be able to see your navigation menu, which will tell them what content is there but they won’t be able to access it. You could use this as a teaser. If you select “Yes”, visitors who aren’t logged in won’t be able to see any of the navigation menus.

Now click the Save Changes button and try visiting your site when you aren’t logged in. You’ll be presented with the WordPress login screen.

It’s ok to have the default login screen like that, but it doesn’t tell people why they can’t access the site. You’ll create a better user experience and reduce confusion if you create a front-end login page on your site.

Let’s see how to do this. In the WP dashboard, navigate to Pages > Add New. Create the page in the normal way and add some content explaining that it is a password-protected WordPress site and that users must sign in.

Then use the [wppb-login] shortcode to add the login form from Profile Builder to the page:

Publish that page and go back to Profile Builder > Settings > Private Site. In the Redirect to dropdown, make sure to select the front-end login page you just created. Click Save Changes and you’re all set.

Now when someone who isn’t logged in tries to access the site, they’ll be taken to the front-end login page. They’ll need to login to access your website or or register if they aren’t already a subscriber.

You can add more content to this page if you want – maybe information about the site and a link to the front-end registration form if you’re allowing signups. You can use Profile Builder to create the front-end registration form as well and include the custom fields you’d like users to fill in at registration.

Password Protect WordPress Categories

If you want to password protect WordPress categories, you can easily achieve this using the Paid Member Subscriptions plugin and its Global Content Restriction add-on. This lets you restrict content based on category, taxonomy terms, or post type.

To do this, install both plugins and go to Paid Member Subscriptions > Subscription Plans. You’ll need to create a subscription plan so you can restrict content using it.

Open up the subscription plan and scroll down to the Global Content Restriction section. Choose Post for the post type and then you’ll see an Add Taxonomy option.

Click on that option and choose Category. Now select the category you want to restrict from the menu.

Now scroll back up to the top of the screen and click the Save Subscription button. Only people who are logged in with that subscription will now be able to view the category.

Password Protect WordPress Posts or Pages

If you don’t want to restrict access to your entire site, you can restrict individual WordPress posts and pages instead.

You might have the premium content you want to only make available to site subscribers, or products which are low on stock or have a rarity value, and you want to create a feeling of exclusivity by making them available to a select few.

Enable Restricted Content

Do do this, start by enabling content restriction. Go to Profile Builder > Settings and select the Content Restriction tab.

In the Enable Content Restriction dropdown, select Yes.

Next, select the visibility option. You can either display a message or you can redirect users to another page. This page might be a login page or another page that isn’t restricted. To create a login page follow the instructions in the section on creating a private site, above.

You can then edit the message which is displayed when someone tries to view restricted content. You might use this to give more information about why it’s restricted or to encourage people to sign up to your site if you’re allowing registration.

Scroll down to the bottom of the screen to see the Restricted Posts Preview section.

Here you can specify whether visitors will see none of your restricted posts or if they will see a preview. Select the one you want and click the Save Changes button.

Restrict Individual Posts and Pages

Now you need to configure your individual posts and pages to restrict them. Create a new post, or page, or go to the WordPress editor screen for the one you already have.

Scroll down to the Profile Builder Content Restriction section.

First, select Message or Redirect to turn on restriction for this post. If you’re using Redirect, you’ll need to create a page to redirect to – you can find out how to create a login page in the section above on creating a private site.

Then, under Display For select Logged In Users. This will show the content to all logged-in users.

If you’d like to restrict this post to just one or a group of user roles, check those roles too. Any roles you don’t check won’t be able to see the content. Don’t forget to allow administrators access.

Finally, if you want to create a custom message for this restricted content which is different from the default message you created in the Content Restriction settings page, check the Enable Custom Messages checkbox and type in your message.

Publish the post and it won’t be shown to anyone who isn’t logged in. Instead, they’ll be shown a message or redirected to your specified page.

Remember this isn’t limited to protected pages and posts – the plugin integrates with WooCommerce too so you can restrict your products to members only. We’ll show you how to set this up shortly.

Password Protect Part of a WordPress Post or Page

If you don’t want to restrict an entire post but just part of it, you can also do this with Profile Builder.

Maybe you’ve recorded a video you only want to make available to members of your site, or there’s a coupon code or discount you want to share with them. Or maybe you want to make some content available for SEO, and hide the rest.

The good news is you can restrict as much or as little of a single post or page as you want, with the Profile Builder Pro content restriction shortcode.

In your post, find the content you want to restrict. Wrap it in the [wppb-restrict] shortcode like shown below. Don’t forget to close the shortcode after the restricted content.

When a user who isn’t logged in then views the content in your site’s front-end, they will see a message telling them they need to be logged in to access it. You can customize this message as well as specify which roles can see the content using the available shortcode parameters.

This way, you can identify in-depth or premium content within posts and pages, and restrict that to logged-in users only, making parts of your site private without completely restricting it.

Password Protect WooCommerce Products

As well as restricting access to WordPress posts and pages, you can also restrict access to WooCommerce products.

This way, you can create exclusive products for members of your site, giving them an extra bonus for joining. Or you can create variations of standard products with extra benefits, such as additional bundled products or service such as engraving.

Restrict Access to WooCommerce Products

To password protect WooCommerce products, start by enabling restricted content in the same way as you do for restricting posts and pages, shown above.

The next step is to restrict individual products.

Open a product in your store or create a new one, and in the product editing screen, scroll down to the Content Restrictions section.

Here you can choose which user roles or membership plans (if your using Paid Member Subscriptions) can see the product details and who can purchase it. So if you wanted to, you could make a product visible to the public but restricted for purchasing – showing people what they would gain by becoming a member.

You can also set a custom message if you want to override the default message for users who aren’t able to access or purchase the product. You could use a message encouraging people to sign up and become a member.

Set Discounted Membership Pricing for WooCommerce Products

Besides restricting access to WooCommerce products, you can also set different pricing levels for members of your site, meaning people get a material benefit from joining your site.

In the product editing screen, go to the Membership Discounts section.

Here you can set multiple discounts for different membership tiers. To set up a discount, click the Add New Discount button.

Pick the membership tier you want to apply the discount to, then select whether this will be a percentage discount and how much it will be. In the example above I’ve added a 10% discount to my ‘WordPress Beginner’ membership tier.

Don’t forget to update the product to save your changes, Members of your site will then see a lower price when they access that product.

Password Protect your WordPress Site today!

Creating a private website can help you provide exclusive content to your users or members. With the Profile Builder Pro plugin, you have the option to choose just how much of your site content you restrict: anything from the whole site all the way down to one paragraph. If you have a store set up, you can also use Profile Builder to restrict WooCommerce products to members only.

Try using Profile Builder Pro to add password protection to your site and experiment with how you can use it to increase your user base and provide more value for your registered members and customers.

Profile Builder Pro

Create beautiful front-end registration and profile forms with custom fields. Setup member directories, custom redirects, cutomize user emails & more using the all in one user management plugin.

Get the plugin

The post How to Password Protect WordPress Site appeared first on Cozmoslabs.

You spend hours writing, researching, editing, and creating the best content possible. Most of the time, your goal is to have as many people view your content as possible. However, sometimes you might need to setup WordPress require login to view page, so you can hide content and only make it available to users who are logged in; in some cases, you might even want to make your entire WordPress site private.

One of the most common reasons is because you’ve created a membership website, and you want to restrict content for paying subscribers. However, there are even more reasons, as you’ll soon learn.

In this post, you’ll learn how to set up WordPress require login to view page, the benefits of using a WordPress login restriction plugin, what to look for, and how to set up the Profile Builder Pro plugin to require a login.

Common Use Cases For Using WordPress Require Login to View Page

There are multiple reasons you’d want to require login to view a WordPress page. Here are some of the most common use cases:

Create a Membership Website

If you’re running a membership site, you’ll want to restrict individual pages as “members only” and require a login to view them.

With membership sites, you’ll usually have multiple tiers of memberships, so you’ll want to restrict particular pages or sections of your WordPress site that correspond to their respective plans.

This is also common with subscriber-only eCommerce stores, as you can collect subscriber information before they view your product catalog. Plus, it makes your store seem highly exclusive.

Create a Private Blog

Some things are meant to be private. Like a side project that’s not ready for the world, an internal company blog for employees, or it could be something as a family blog for your cherished memories.

By requiring a login a view your blog, or even individual pages, you can create a sense of online privacy not commonly found today.

Password Protect Paid Content/online Courses

When you’re creating online courses or pay-per-view content, you need a way to password protect that content from non-users.

A WordPress login plugin will require users to login and create an account, or become a paid member to view your course or content.

Create a Client-Only Portal

If you’re a freelancer or run an agency, you might have certain client-only pages, such as pricing or portfolio pages.

With a WordPress login page plugin, you can give your clients a unique login or password to view pages only their eyes need to see.

Features to Look for in a WordPress Login Page Plugin

There’s a variety of different WordPress login page plugins you can use for your site. Here are some of the essential features you’ll want in a quality WordPress login page plugin:

Intuitive and Elegant User Registration/Login Pages

Look for a plugin that lets you customize your registration forms, not only in appearance but also form fields. Your registration and custom login pages should look much better than the traditional “wp-login” pages standard with WordPress.

You also need a plugin that lets you customize your login forms with the necessary fields. As a bonus, you’ll want a plugin that supports conditional logic, so new fields appear as your user fills out the form.

Ability to Set Custom User Roles

Since you’re here to require users to login to view individual pages, you’ll want a plugin that lets you set custom user roles.

Users will be able to access certain pages and posts based on their user role, or if they’re logged in or logged out.

Integration with WooCommerce

WooCommerce integration can help you create better user profiles for your store or even restrict certain products for different users.

You can even require users to login to view the products you have for sale.

What is Profile Builder Pro?

WordPress has built-in settings that let you restrict access based on user roles. This is more of an admin feature than functionality you want to use if you’re building a membership site, or want to create user-friendly private pages.

Profile Builder Pro is an easy-to-use plugin that lets you enhance your WordPress login and registration process. If you’re a WooCommerce store owner, you can use this plugin to create a “private” eCommerce store that users must register to access.

With this plugin, you can create custom user registration forms to gather all necessary information about your users. You can also customize the registration and login pages, and give your user’s front-end profile editing pages with plenty of customization options.

It’s also easy to use. You won’t have to make any changes to the “wp-login.php” file,
“functions.php” file, or any other PHP files, or make CCS changes to adjust the appearance.

But, the main reason you’re here is to learn how to restrict individual pages on your WordPress site, and require a WordPress login to view that page (or your entire website).

Here are some additional features of the Profile Builder Pro plugin:

• Shortcodes for front-end login, registration, password reset, and edit profile
• Email confirmation for users once they register (to help fight spam)
• WordPress admin approval for new users, so you can enforce login control
• Enforce the password strength of new users to decrease the chances of a brute force login
• Customize profile registration fields to obtain all relevant user information
• Create dynamic front-end registration forms built on conditional logic
• Content restriction based on user roles and logged in/logged out status
• And much more

Profile Builder Pro

Create beautiful front-end registration and profile forms with custom fields. Setup member directories, custom redirects, cutomize user emails & more using the all in one user management plugin.

Get the plugin

How to Setup the Profile Builder Pro Plugin

Below you’ll learn how to setup the plugin, so you can restrict access to certain pages for logged in users, or even restrict access to your entire site.

With this plugin setup you’ll be able to require users to login to view WordPress pages in two main ways:

1. Setup content restriction to force users to login to view specific pages
2. Password protect an entire website and require a login

1. Install the Profile Builder Pro Plugin

Once you’ve purchased the plugin, you’ll need to upload it to your WordPress site.

In your WordPress dashboard, navigate to Plugins > Add New. Then upload the ZIP file containing the plugin.

Once it’s finished uploading, click “Activate Now” and the plugin will be live on your site.

2. Setup User Roles

You can create different user roles and manage what they have access to on your site. This is important to setup if you’re creating a membership site with multiple levels.

To set user roles, navigate to Settings > General Settings, and then turn the Roles Editor Activated section to “Yes”.

If you navigate to Users > Role Editor, you can add and change user roles across your website.

We’re going to add a new role called Subscriber and add a new capability that allows this user to read private posts.

In the Select capabilities section, you can choose whatever additional capabilities you’d like that role to have; in this case, it’s “read_private_posts”. You can add as many user roles as you’d like and give them different capabilities across your site.

3. Add Content Restriction

To setup content restriction, navigate to Profile Builder > Settings, then click on the Content Restriction tab.

Then set Enable Content Restriction to “Yes”.

This allows you to restrict content across your site. When users visit a page and aren’t logged in, you can display a message or redirect them to a login or registration page.

4. Content Restrict Individual WordPress Pages

Now, navigate to a page you want to restrict for specific users. This is great for blogs or other websites that want a portion of the site to remain private.

Below the content area, you’ll find a meta box labeled Display Options. Here you can set the type of restriction, whether you want that to be a message or a redirect, and you can choose which logged in users you want the page to display for.

Users with the right permissions will see the page normally, while users who aren’t logged in won’t be able to view the content.

You can customize this message as much as you’d like, adding images, or a link to your user registration page. If you have content you want to mark as subscriber-only, then activate this setting.

5. Setup Private Website Functionality

To make your entire website private navigate to Profile Builder > Settings > Private Website.

In the Enable Private Website section, change the drop-down to “Yes”.

You can also set individual pages that are allowed, such as your registration page. Pages that you add to the Allowed Pages section will be visible to users that aren’t logged in.

You can choose where you want this to redirect to, whether that’s the standard wp-login page, Registration page, or elsewhere.

If you’re creating a members-only website for your clients, or a separate website to host your paid courses and content, this you’ll want to use this to make your entire site private.

Setup WordPress Require Login to View Page Today With Profile Builder Pro

With Profile Builder Pro, you can require login to view WordPress page or even your entire website. You can hide membership content, create private content portals for VIPs, make users login to view support documentation, or even create a private WooCommerce store.

To get started, check out all the features of Profile Builder Pro and start creating elegant user login and registration pages today.

Profile Builder Pro

Create beautiful front-end registration and profile forms with custom fields. Setup member directories, custom redirects, cutomize user emails & more using the all in one user management plugin.

Get the plugin

The post Require Login to View WordPress Page: 5 Steps to Set Up appeared first on Cozmoslabs.

Looking to add custom fields to WooCommerce checkout?

Along with your product pages, it’s enormously important to get the WooCommerce checkout page right. It can be vital in securing sales! The standard WooCommerce checkout field editor provides a range of standard fields to cover the basics. But what if you need more customization?

That’s where a WooCommerce custom fields checkout experience comes in! Custom fields let you collect additional data at checkout.

This guide will introduce you to WooCommerce custom checkout fields and show you how the Profile Builder Pro plugin — along with its WooCommerce Sync add-on — can help you create and manage those fields.

The Benefits of Customizing the WooCommerce Checkout Page with Custom Fields

The standard WooCommerce checkout fields cannot fit every situation. There’s often a range of extra information that you need to collect. The checkout page is often the place to collect it! The customer is already expecting to fill out a form, so this is the perfect time to ensure you get any necessary additional information. This also avoids having to get it from them at a less convenient moment.

For example, need a VAT number at checkout? Add it with a custom checkout field. Want to add custom shipping options? Use a custom field. Want to add a section for custom order notes or order details? Use a custom text field. Need to include GDPR consent or special instructions? You guessed it, all you need to do is add a custom WooCommerce checkout field.

You’ll want to use a plugin to add your WooCommerce custom checkout fields. It is possible to create a DIY solution, but this involves some complex coding using PHP and CSS and is highly likely to be less reliable unless you’re a very confident coder. Your WooCommerce checkout is where you or your client makes their money, so it’s not worth taking any risks here. 

That’s where Profile Builder Pro and WooCommerce Sync come in. You can use them to add any type of custom fields to WooCommerce checkout, including conditional or repeater fields (more on this below). An example is below. Let’s get to it!

Installing Profile Builder and the WooCommerce Sync Addon

To get started with adding Custom Fields to the WooCommerce Checkout, you’ll first need to install Profile Builder Pro. This is the all-in-one user registration and management plugin for WordPress sites, giving you the power to 

• Create front-end login, registration and profile forms by using shortcodes
• Add a wide variety of custom fields to your registration and profile forms
• Enable user email registration confirmations, as well as admin approval
• Allow users to login with their email and username, or social accounts
• Enforce password length and strength
• Add custom fields to WooCommerce checkout plus manage & display customer fields directly from Profile Builder forms

…and much more! What’s more, it requires absolutely no coding skills. Profile Builder Pro comes with multiple advanced add-ons and user modules, dramatically extending the base feature set. To add custom fields to the WooCommerce Checkout form, we’ll use the WooCommerce Sync add-on. 

Profile Builder installs and activates just like any other WordPress plugin. After purchasing a Pro license from our site, you’ll get an email containing links to your purchased downloads along with the additional info you’ll need to access your account. 

Installation step-by-step

Simply go to Plugins from your WordPress admin interface, choose Add New->Upload – browse and upload your .zip file. Then just hit Install Now. After the installation completes, just press Activate Plugin and Profile Builder will be ready for use!

After you’ve got Profile Builder Pro set up, we can start on WooCommerce Sync. This add-on has a range of powerful features integrating Profile Builder with WooCommerce, but for the time being we’re concerned with how it makes it easy to add custom fields created with Profile Builder straight onto the WooCommerce checkout page. 

The .zip file will be available for download under your account page by clicking the “Add-ons Download” button. Once downloaded, you can install the add-on as a standard WordPress plugin by uploading the .zip file in WordPress Admin -> Plugins -> Add New -> Upload Plugin.

If you’re not using WooCommerce, you can use Profile Builder Pro to create a custom registration form instead!

Profile Builder Pro

Create beautiful front-end registration and profile forms with custom fields. Setup member directories, custom redirects, cutomize user emails & more using the all in one user management plugin.

Get the plugin

Adding Custom Fields to the WooCommerce Checkout Page

Let’s look at how we can use WooCommerce Sync to customize the WooCommerce checkout page by adding custom fields. 

Profile Builder is, at its heart, a plugin that simplifies and automates the processes behind creating advanced User Profiles for use across your WordPress site. It makes the process of user registration, login, and profile editing swift and easy for you and your users.

We can use Profile Builder’s Default and Extra Fields Types to add all kinds of extra information to the “Create an Account” WooCommerce section. All field types are supported except certain default fields that are already taken into account by WooCommerce (email and username in particular).

As you can see below, the “add field” option opens up loads of new possibilities: 

The WooCommerce Sync Add-on therefore takes this functionality and links it up with WooCommerce, allowing you to automatically add customer billing fields and shipping address fields into Profile Builder’s Registration and Edit Profile forms. Once you install the addon, you’ll see new options under Field Properties:

You can choose how the additional fields appear on the frontend, edit their headings, remove and re-add them on the Manage Fields interface:

Here’s the complete range of extra field types supported by Profile Builder that can be hugely useful on the WooCommerce Checkout

• Heading – Used by the Admin for breaking the front-end forms into sections
• Input – Used by the User for custom information inputs
• Number – Used by the User to add numbers
• Input (Hidden) – Used by the Admin for saving information that’s not visible by the logged in user
• Textarea – Used by the User for consistent information
• WYSIWYG – Used by the User for adding and editing information with html
• Phone – Used by the User for adding a phone number
• Select – Used by the User to choose data from a predefined list
• Select (Multiple) – Used by the User to choose multiple selections from a predefined list
• Select (Country) – Used by the User to choose a Country
• Select (Timezone) – Used by the User to choose a Timezone
• Select (User Role) – Used by the User to choose a User Role
• Select (Currency) – Used by the User to choose a Currency
• Select (CPT) – Used by the User to select a Custom Post Type (Page, Post or Custom Post Type)
• Checkbox – Used by the User to check an option from a list
• Checkbox (Terms and Conditions) – Used by the User to accept the Terms and Conditions
• Checkbox (GDPR) – Used by the User to consent to the collecting of personal data
• Radio – Used by the User to select an option from a radio button group
• Upload – Used by the User to upload files
• Avatar Upload – Used by the User to upload an Avatar
• Datepicker – Used by the User to choose a Date
• Timepicker – Used by the User to choose the Time
• Colorpicker – Used by the User to choose a Color
• reCAPTCHA – Used by the Admin to protect against spam
• Validation – Used by the Admin to implement Custom Validation Inputs
• Map – Used by the User to pin his location
• HTML – Used by the Admin to add HTML content
• Email – Used by the User to add an Email address
• URL – Used by the User to add a website URL

To add a custom field in the WooCommerce checkout page, you have to go to Manage Fields -> Add New / Edit Field -> Display on WooCommerce Checkout: Yes.
You can see this near the bottom of the screenshot below. We’ll use the date of birth / birthday field value as the example here, which would appear as a datepicker in the final form. 

In order to let users register on the WooCommerce Checkout page, you will need to check the Enable registration on the “Checkout” page checkbox found in WooCommerce -> Settings -> Accounts -> Accounts Pages -> Enable Registration.

Inside WooCommerce -> Settings -> Checkout -> Checkout Options -> Checkout Process we have an option called “Enable guest checkout”. If it is checked, it will allow customers to checkout without creating an account. By leaving it unchecked, you can ensure that anyone purchasing your product is forced to create an account on checkout if they haven’t already logged in. This requires the previous setting we discussed – Enable registration on the “Checkout” – to be checked to work.

If your store already has existing customers, you don’t need to worry. You’ll still be able to collect extra info at the checkout when they place a new order and their user profiles will be updated automatically. Here’s what this looks like for customers checking out:

Adding Conditional Logic and Repeater Fields to the WooCommerce Checkout

Many field entries in Profile Builder Pro give you the option of using conditional logic. The fields that appear on the WooCommerce checkout with WooCommerce Sync are no exception.

Conditional logic allows you to show or hide form fields depending on what the user has already entered. For example, if you have a ‘subscribe to our newsletter’ entry on your checkout page, you can tell conditional logic to add an email box and opt-in consent as required fields of the form that only appears if they select the option.

Or if your customer enters a country in the EU, you could then display postcode instead of zip code, VAT, or other conditions depending on how they complete the form. 

You can see our conditional logic at work below. If a user doesn’t have any dietary restrictions, then they can move straight onto the next field. If they mark that they do, then a new field appears allowing their dietary preference to be entered.

You can select the conditional logic checkbox for individual elements of pages, giving you full control over how your forms look and feel.

WooCommerce Sync also allows you to add repeater fields or groups of fields, directly to the WooCommerce checkout page. Repeater fields can be used when you need your users to insert things like: multiple phone numbers, upload multiple pdf, images or another type of files.

Adding Customer Billing & Shipping Fields in Profile Builder forms

You’re able to rename and reorder each individual Billing and Shipping field from the Manage Fields UI after picking it from the dropdown. You can also choose which individual fields to display in the front-end, as well as which should be marked as required.

Also, you can simply drag & drop to reorder the individual fields within both Billing Address and Shipping Address display fields. When first added, the default names, their order, and ‘required’ values are taken automatically from WooCommerce.

The benefit of all this is that when a new user registers or logs in to their profile, you can give them access to add or modify the WooCommerce customer fields along with their other profile info. 

Start creating a great WooCommerce custom fields checkout experience

As you can see, while the idea of customizing the WooCommerce checkout page may seem intimidating, it isn’t! With the help of Profile Builder Pro and its WooCommerce Sync addon, you can add any type of WooCommerce custom fields to checkout, with no coding whatsoever. You can even make some of the fields conditional, or repeating.

You’ll also be able to manage the WooCommerce customer billing and shipping fields directly from the front-end profile forms created with Profile Builder.

A little patience and this guide is all you need to fully customize your custom checkout fields however you like. Get started today!

Profile Builder Pro

Create beautiful front-end registration and profile forms with custom fields. Setup member directories, custom redirects, cutomize user emails & more using the all in one user management plugin.

Get the plugin

The post How To Add Custom Fields to the WooCommerce Checkout Process appeared first on Cozmoslabs.

WordPress signup plugins can help you create custom forms for your visitors, add membership functionality, send automated emails, and much more.

There are a variety of reasons you’ll need to add a user registration form to your site. But the default WordPress registration functionality isn’t the best.

With the standard WordPress registration, you won’t be able to do things like:

• Add more default and custom fields to the registration form
• Customize how the registration page looks
• Add social media login functionality
• Assign different user roles and access

Luckily, with the help of a WordPress signup plugin, you can add all of these features to your registration pages, and more.

In this article, you’ll learn about some must-have features to look for in a WordPress signup plugin, some of the best WordPress signup plugins available today, and finally, we’ll show you how to create your very own custom signup form using our Profile Builder Pro plugin.

Features to Look for in a WordPress Signup Plugin

There are dozens of different WordPress signup plugins. But, not every user registration plugin will give you the features you need for your membership site.

Here are some essential features to look for during your search for the best WordPress signup plugin:

• Unlimited form types
• Elegant and eye-catching forms that integrate with your WordPress theme and custom CSS
• Large selection of custom fields
• Forms with integrated payment options
• The ability to set password rules for strong passwords
• Support for user profiles, including avatars, bios, etc.
• Built-in spam protection
• Support for social logins
• Support for email confirmation
• Member management (on the backend)

This isn’t by any means an exclusive list of features, but keep the above in mind as you browse through the list below.

Top 5 WordPress Signup Plugins

There are a ton of different WordPress signup and user registration plugins to choose from.

Here’s a list of five of our favorite plugins:

1. Profile Builder Pro

Profile Builder Pro

Create beautiful front-end registration and profile forms with custom fields. Setup member directories, custom redirects, cutomize user emails & more using the all in one user management plugin.

Get the plugin

Profile Builder Pro lets you create elegant user registration and signup forms. You can use the drag and drop form builder to create your forms quickly and easily.

You can even build forms based on conditional logic, which will display the field based upon the user’s response.

On both the frontend and backend, the user experience is top-notch. Plus, you can import and export users and manage all your users in an organized fashion.

You can integrate social media registration, sync with WooCommerce, and even integrate your forms with bbPress. Plus, for users who aren’t logged in, you can create customizable redirects to send users to a landing page so that they can become a paying member.

Here are some of the great features included with Profile Builder Pro:

• Use shortcodes to add registration forms across your website
• Create custom user emails using templates
• Add unlimited user fields
• Support for Google reCAPTCHA and other security protocols
• Create custom redirects (global, based on user role or ID
• Integrate social media for faster login

It is, in our opinion, the most user friendly WordPress signup plugin!

2. User Registration

User Registration will help you build a simple but effective registration page. It uses a drag and drop builder to help simplify the design process.

It’s a very lightweight WordPress plugin as well, so it won’t slow down your site loading speeds.

Here are some of the main features this plugin provides:

• Create an unlimited number of registration forms
• Use the shortcode to place registration forms anywhere across your site
• Send out email notifications
• Download user data in a CSV file
• Include social buttons, file uploads, and content restriction with the paid version

3. RegistrationMagic

RegistrationMagic gives you complete control over your user registration forms. It has a bit steeper learning curve than the other plugins, but it does allow you to create multiple custom registration forms.

This allows you to show different registration forms depending on who the user is. This level of personalization can be a great touch.

On the backend, you can monitor every person who registers, giving you greater control and a better breakdown of who your users are.

It also includes a drag and drop editor for form building and a variety of integrations.

Here are some of the unique features this plugin offers:

• Use the visual form manager to create registration forms quickly
• Create different forms for different users
• Integrate with MailChimp and other email marketing tools
• Link to payment processors like PayPal and Stripe for membership payments

4. Ultimate Member

Ultimate Member is a form builder plugin with an impressive number of downloads and solid ratings. It’s built for beginners, and the drag and drop form builder is straightforward to use.

You can create user profiles, in-depth user registration forms, and can offer a variety of different login options.

The core plugin is free, and you’ll find a variety of useful features, but to access the full feature set you’ll need to upgrade to the pro version.

Here are some of the great features this plugin offers:

• Select user roles, registration actions, and create multiple registrations forms
• Implement anti-spam measures
• Create in-depth user account pages, including social links
• Create custom fields including star ratings and file uploads

5. User Registration & User Profile

User Registration & User Profile is the free version of the Profile Builder Pro WordPress plugin. For users seeking more basic registration form options on a budget, this can be a great option.

When you download the plugin, you’ll get an all-in-one user registration and profile manager, including access to a drag and drop builder and an option for building a custom user login widget.

Some other great features include content restriction and reCAPTCHA integration.

Here are some additional features available with the free plugin:

• Ability to restrict content based on user role
• Use shortcodes to add forms to any area of your site
• A drag and drop editor to easily customize forms
• Create multiple forms, integrate with bbPress, and integrate with WooCommerce with the premium version

How to Setup Different Signup Options with Profile Builder Pro

As you can see, there are various WordPress signup plugins you can use to create custom registration pages.

Here are some of the things you can accomplish using the Profile Builder Pro plugin.

Profile Builder Pro

Create beautiful front-end registration and profile forms with custom fields. Setup member directories, custom redirects, cutomize user emails & more using the all in one user management plugin.

Get the plugin

Shortcode Use

Profile Builder Pro is equipped with a variety of shortcodes. This allows you to add registration forms to nearly every part of your website.

Here’s how you can insert a front-end registration form via shortcode:

• Create a new page on your website for the registration form
• Add the shortcode [wppb-register] into your text editor
• Hit publish and checkout your live form

There are a ton of different customization options available to customize your form anyway you’d like, including dozens of different custom fields.

Here’s a look at a few of them:

• Custom text areas
• Date and time picker
• reCAPTCHA
• Radio button
• Currency selection
• Subscription plans
• GDPR checkbox
• Avatar upload

If you follow the steps above, here’s what your registration form will look like on the frontend.

There are a variety of other shortcodes you can use as well:

• [wppb-register] – Display a frontend registration form
• [wppb-login] – Show a login form on the frontend
• [wppb-logout] – Display a frontend logout text and a link
• [wppb-edit-profile] – Display the frontend profile edit form
• [wppb-recover-password] – Show a frontend recover password form
• [wppb-restrict] – Restrict content

Form Template Selection

Profile Builder Pro has a selection of templates that you can fully customize to your liking.

You’ll find templates for:

• Login pages
• User listing pages, allowing you to add extra fields
• Custom automated emails

User Listing Pages

User listings allow you to create a database of users that are currently registered on your site.

Once the module is activated, you can customize your user listing pages, giving you the ability to:

• Display the roles of each user
• Set the number of users displayed on each page
• Control the sorting order for how users will be displayed
• Set the avatar size

This feature is useful for membership directories, such as a coworking space that wants to showcase the companies that work there, a local business directory site, or even a forum that wants to create a ranking page to show its most valued users.

Here’s a quick look at what a potential user listing page can look like:

Signup Form Pages

With Profile Builder Pro, you can create multiple different signup form pages with extra fields.

In the Profile Builder menu, you can create as many registration forms as you’d like. Every form includes a unique shortcode that you can embed anywhere on your site. You have virtually complete control over your forms, including how they look and behave.

You have a multitude of different options for creating a registration form, including:

• Set user role. Choose which role the user will have after they register.
• Automatic login. Setup automatic login for a newly registered user.
• Set up a redirect. Choose whether to redirect new users to a specific page or not.
• Add custom fields. Create unique custom fields and add as many as you like to your forms.

When it comes to customizing your forms, you can choose which fields you want to appear. Via the Manage Fields tab, you can drag and drop whichever fields you want, and rearrange fields to your liking.

Once you publish your form, you’ll have a shortcode you can copy and paste anywhere across your site.

Email Templates for New Users

To customize your email templates first, you’ll need to activate the Email Customizer module. Navigate to Profile Builder > Modules then activate the checkbox for Email Customizer and Custom Redirects.

You can customize several different settings to control the different emails that you send to your users.

Here are a few of the options you can customize:

• Default Registration. The standard registration email that gets sent to new users with their email and password at the end of the registration process.
• Registration with Email Confirmation. This email will go out to require users to click a link to verify their email address. After confirmation, they’ll receive a success message confirming their account has been added to the email list.
• User Approval Notification. This is the email your user will receive once an admin approves their account
• Password Reset Email. A simple password reset email, and the confirmation message users will receive after their password has been changed
• Changed Email Address. This email template that lets users know their account email address has changed

You have complete control over every automated email that gets sent to users. You even have control over the emails sent out to admins when users edit their accounts, change passwords, and more.

Select User Roles

You can create user roles that will allow for additional site access. With this add-on, you can add an extra field that allows users to select their role.

On the ‘Manage Form Fields’ menu you can choose the ‘User Role’ option.

Here you can let users select multiple user roles during registration. Here’s how it will appear to your users during registration:

Your other option is to use the Multiple Registration Forms module. This allows you to create multiple front-end user registration forms for different specified user roles.

You can use the form options to choose which user role you want the user to be registered in once they complete the form.

You can also use a shortcode like [wppb-register role="author"], which will automatically assign the user role upon registration. Change the “author” role to whichever user role you’d like to assign.

Connect to Social Profiles

The Social Connect feature is an advanced add-on that will enable you to log in via different social channels.

Once the add-on is activated, you can access the social features by going to Profile Builder > Social Connect.

Here you can add a variety of social login options to help users speed up the login process.

With this add-on, you can integrate the following social media networks:

• Facebook
• Twitter
• LinkedIn
• Google

Integrate Payment Options

Profile Builder allows you to customize your registration forms and integrate Paid Member Subscriptions to add payment options.

When both plugins are active, you’ll have the ability to integrate payment options into your registration forms.

Once both are active, you can navigate to Profile Builder > Form Fields and select Subscription Plans from the drop-down menu.

Here you can add payment options to your registration forms that you’ve specified through the Paid Member Subscriptions plugin.

Integrate with WooCommerce

The WooCommerce Sync add-on allows you to manage shipping and billing fields, perfect for eCommerce store owners.

You can also add custom fields to your WooCommerce checkout pages to collect more user information.

This add-on allows you to collect more detailed customer information, which can help in the future.

For example, any forms you create with this plugin can also be added to your WooCommerce registration pages.

Create Custom Signup Forms Today With Profile Builder Pro

The ability to add custom signup forms to a WordPress website is a must-have for a lot of website owners. As you can see, there are many different WordPress signup plugins that can help you accomplish this task.

The Profile Builder Pro plugin makes it easy to create beautiful WordPress registration forms with custom fields. You can use the drag and drop builder to build your forms quickly.

There are also advanced features like repeater fields, conditional logic, and automated email confirmation to create a great user experience.

If you want to add custom signup forms to your WordPress site, then check out the Profile Builder Pro plugin today.

Profile Builder Pro

Create beautiful front-end registration and profile forms with custom fields. Setup member directories, custom redirects, cutomize user emails & more using the all in one user management plugin.

Get the plugin

The post Top 5 WordPress Signup Plugins and How to Setup Custom Registration, User Roles, Special Fields and More appeared first on Cozmoslabs.

No matter what kind of website you’re running, you’re always on the lookout for ways to retain and engage your visitors. That’s where WordPress community plugins come in.

Quality content can go a long way, but creating a community around your website or business can take this even further. Adding community functionality to your site can be an excellent strategy for growing your business and forming a long-term bond with your users.

Luckily, WordPress makes this easy. With the ever-growing selection of WordPress community plugins on offer, adding community functionality to your site can be seamless.

In this post, you’ll learn what an online community is, what WordPress community plugins you can use to add community functionality to your site, plus how you can make the most out of your new community site.

What is an Online Community?

An online community is a group of people who communicate and interact via various digital tools, whether that’s through a forum, chat, email, or even social networking.

An online community can take several forms and either be entirely free or have a paid membership fee.

Here are some of the most popular formats:

• WordPress forums (both free and subscriber-based)
• Niche-focused social networks
• Subscriber-only email newsletters
• Subscriber-only WooCommerce stores

The most important question for you to answer is: what type of community do you want to create?

Here are some questions to ask yourself as you build out your community site:

• What value do you want to provide to your members? Private content, a like-minded community, etc.
• What’s the purpose of your community? Does it exist online anywhere already?
• Do you want to create a paid community or make it free forever?
• How will you generate new members?
• What type of content will you create for your members?

You must have a definite direction for your community site before you start building and adding features.

Why WordPress is Perfect for Building a Community Website

Right out of the box, WordPress is equipped with features that make it easy to create a community website. For example, you have a built-in post and commenting system, along with a robust CMS.

So the foundation for your community website has been taken care of for you just by using WordPress as your foundation.

Then on top of this, there are certain features you’ll need to create a thriving online community:

• A way for members to sign up, log in, and create a user profile
• Ways for you to engage with the community and for your community to engage with each other – through likes, comments, or sharing
• A way for members to chat privately or send non-public messages

These features aren’t native to WordPress, but there are various WordPress community plugins you can use to add these features to your site.

5 Best WordPress Community Plugins

If you want to create a community website, here are some of the five best WordPress community plugins around!

The following WordPress community plugins don’t compete with each other; instead, they integrate with one another and enhance overall functionality. You can pick and choose between the features you need to create the perfect feature set for your community site.With the help of the following plugins, you’ll be able to add nearly every feature you could think of to your community site.

1. Profile Builder Pro

Profile Builder Pro is a powerful user management tool that lets you create detailed user registration and login forms, plus user profile pages and a member directory. The flexibility of the tool allows you to add registration forms nearly anywhere on your website.

Profile Builder Pro

Create beautiful front-end registration and profile forms with custom fields. Setup member directories, custom redirects, cutomize user emails & more using the all in one user management plugin.

Get the plugin

Profile Builder Pro includes all kinds of advanced modules you can take advantage of when building your community site:

• Front-end user listing pages
• Ability to create multiple user registration forms
• Add map functionality to user profiles
• Create in-depth user login forms with unlimited custom fields
• Shortcodes to add profiles or forms wherever you want
• And much more

You’ll also find a handful of advanced add-ons you can use to extend the functionality of the plugin further:

• WooCommerce Sync Allows you to manage the WooCommerce Shipping and Billing fields directly in Profile Builder forms and extend WooCommerce checkout page with custom fields added by Profile Builder.
• Social Connect. Allows your users to utilise social login via platforms like Facebook, Google+, Twitter, and LinkedIn.
• MailChimp. It allows you to link MailChimp list fields with Profile Builder Fields for more advanced email forms.
• bbPress. It allows you to add advanced Profile Builder user profile tools to forum profiles.
• BuddyPress. It allows you to extend the functionality of BuddyPress user profiles with Profile Builder user fields.

2. BuddyPress

BuddyPress is a free, open-source plugin that can help transform your WordPress site into your own social network. This plugin is packed with extensions and features that’ll enable you to create a truly unique social community.

It’s a highly flexible plugin, so you can create a fairly simple community or enable all the features and offer your users multiple communication methods, change color schemes, utilise detailed content management, and more.

Here are some unique features of BuddyPress:

• Let users send direct messages to each other
• Create friends lists and add or remove friends
• Create groups and join groups
• Answer questions in the forum or create forum threads
• Sign up for email notifications

Another great thing about BuddyPress is that it has its own great collection of plugins you can use to add even more features to your site.

Here are a few additional plugins you can try out:

• BuddyBoss Wall. This premium plugin lets users write on each other’s walls, similar to what you can do on Facebook.
• BuddyPress User Blog. This plugin allows you to give your members the ability to create their own blog with an interface similar to Medium.
• iFlyChat. This plugin adds live chat functionality to your site, integrates with BuddyPress friends lists, and shows online users.

Be aware that some WordPress themes won’t be compatible with BuddyPress, so you’ll want to use a BuddyPress compatible theme if you are going to use this plugin.

3. BuddyBoss

BuddyBoss is a plugin developed by the same team behind BuddyPress. But, instead of being a free, open-source plugin, it’s paid and closed-source.

The functionality is very similar to BuddyPress (as it uses the same source code), and you’ll need to install BuddyPress for it to work, but BuddyBoss is a more polished experience; it’s bundled with the plugin, theme, and app right from the start.

The most significant difference between the two is the overall ease of use. BuddyBoss is ready to use right out of the box. So, you don’t have to waste time setting up the plugin, customizing it, or installing add-ons.

Instead, you can spend time configuring the features you need and creating a feature-rich social media site without any hang-ups.

Here are a handful of the features offered:

• Custom member profiles and activity streams with fully editable fields
• Social groups let members create groups within groups, including private groups
• Private messages can be sent to individual users or groups
• Users can to upload photos and create albums (similar to Facebook)
• Users can create interactive forum discussions and communicate with other members
• Responsive design across a range of platforms

There are also other advanced features:

• Sell subscriptions to your members-only content and generate revenue
• Create and sell online courses with the LearnDash LMS integration
• Add rankings, points, and rewards when users accomplish specific tasks
• And much more

4. bbPress

bbPress is a free, open-source WordPress plugin you can use to add a forum to your WordPress site. It’s a very lightweight plugin and designed to be as fast as possible.

Many other forum plugins are clunky and can significantly slow down your site, harming the user experience and pushing away visitors from your discussion board. bbPress’s slimline code makes it fast and responsive for the best experience possible, while leaving it open to in-depth customization.

bbPress’s unique features include:

• Support for over 11 different languages
• Compatibility with almost every WordPress theme without modifying theme or plugin files
• Over 100 add-ons and templates to add even more features to your forum

This last point is worth emphasizing – bbPress’s open-source code means the community has been creative and active in creating a wide range of add-ons which will let you do things like:

• Allow private messaging between users
• Customize the notifications users receive
• Flag discussion board content that’s inappropriate
• Generate user reports

5. Paid Member Subscriptions

Paid Member Subscriptions is a membership plugin that can easily integrate into your existing WordPress website.

It allows you to easily add membership functionality to any area of your website, including your existing content, bbPress forum, or even WooCommerce products.

As the admin, you have complete control over the kind of membership you want to create.

Plus, users have access to their accounts to edit their account information and upgrade or downgrade their subscription plans.

Here are a few ways you can create membership-based content:

• Restrict premium content for members of a certain level
• Control or restrict post and page content
• Restrict custom post types

Here are a few ways you can create an eCommerce-based community:

• Control or restrict who can purchase your products
• Restrict who can view your products
• Restrict access to your entire WooCommerce shop
• Add member discounts based on their subscription level
• Add member discounts based on individual products

If you want to add premium functionality to your community or create a membership site, this plugin can let you do that with ease. Plus, if you have a product-based community centered around your WooCommerce store, such as a members-only discount club, this plugin can enable you to create multiple subscription tiers.

How to Make the Most Out of Your WordPress Community Website

Here are a few tips for helping your online community thrive:

1. Have a Clear Goal

Your community needs to serve a specific purpose. Your community shouldn’t be for just anyone; if that were the case, your users might as well be using Facebook.

There should be a specific reason for your community to exist, for example:

• A community workspace for female online entrepreneurs
• A freelance writer forum where writers can share tips and tricks
• An eCommerce store that sells discount products to paying members

With the Profile Builder Pro or Paid Member Subscriptions WordPress community plugins, setting up all of these types of community website is easy! You can use our table at the top of the post to choose the one best for you. Below, for example, is how your registration page powered by Paid Member Subscriptions might look like with different membership plans (including free and paid!):

2. Introduce Community Rules

One way to help cultivate a community is to create a set of community rules and guidelines. This will establish the tone of the community: what’s allowed and what isn’t. It goes without saying that you may wish to have rules against inappropriate or offensive content, but some successful online communities make a name for themselves with unusual community guidelines or content restrictions.

For example, if you were running a hyper-short story forum, you might limit post length to just 100 words, or require all posts to be formatted as if they were a play script – it’s up to you!

3. Manage Your Community Wisely

It’s not enough just to add community functionality, open the doors to members, and call it a day. You not only need to be active in the community but need to manage it as well.

This means you’ll need to moderate new users, approve comments, and even deal with trolls or ban certain users – especially if they’ve violated the community guidelines you created above.

4. Keep in Touch with Members and Listen to Their Feedback.

You’ll probably spend a lot of time engaging with your community and your members. Please pay attention to any criticisms or feedback they have. Even if it’s negative, you can use this to improve your community and add new features.

Start Building Your Online Community Today with WordPress Community Plugins

A WordPress community site can help to engage and retain your visitors over the long-run, plus earn you more revenue. Creating a feature-rich community site is easy with the right WordPress community plugins.

You don’t have to use every plugin highlighted in the list above, but every plugin mentioned works well together.

• Profile Builder Pro can help you create custom user registration forms and easily manage your users.
• BuddyPress can help you add basic social networking features entirely for free.
• BuddyBoss can help you add a fully-featured social network to your site right out of the box.
• bbPress is a free plugin that can help you add a forum to your WordPress site.
• Paid Member Subscriptions can help you add membership functionality to any content area of your site, including WooCommerce.

By choosing the right WordPress plugins, you can create a feature-rich community that adds value to the lives of your users.

Profile Builder Pro

Create beautiful front-end registration and profile forms with custom fields. Setup member directories, custom redirects, cutomize user emails & more using the all in one user management plugin.

Get the plugin

The post 5 Best WordPress Community Plugins to Grow Your Community Website appeared first on Cozmoslabs.

Whether you’re a blogger, online course creator, or small business owner, email marketing is one of the most effective ways to grow your online business. And from its powerful automation tools to its wealth of social and CMS integrations, Mailchimp is one of the most popular email marketing tools in the world today. But it can be difficult to integrate with your WordPress site without the help of a Mailchimp WordPress plugin.

Luckily, there’s a wide range of plugins available that can help you add forms to your site, manage your subscribers, send automated emails, and much more. With WordPress and Mailchimp working together, email marketing and list management couldn’t be easier.

In this post, we highlight 10 of the best Mailchimp plugins for WordPress available right now. You’ll find a variety of free and premium plugins below to fit any budget. You’ll also learn how you can get started with the Profile Builder Pro plugin and its Mailchimp add-on today.

The 10 Best Mailchimp Plugins for WordPress

1. Profile Builder Pro with Mailchimp Add-on

Profile Builder Pro is a WordPress plugin that lets you build and customize front-end user registration forms. Most registration and opt-in form plugins are restrictive, but this plugin lets you build completely custom forms with unique form fields.

You can create a nearly unlimited number of forms, and you’ll get access to advanced features allowing you to:

• Link your Profile Builder form fields with your Mailchimp form fields for easy email list management
• Add double opt-in functionality to enhance security and reduce spam subscribers
• Create an automated welcome email that gets sent out to new subscribers to save time
• Add an unlimited number of fields to your registration pages and profile edit forms for total customization
• Add the Profile Builder Mailchimp widget to any widgetized area of your website for complete flexibility

To add Mailchimp functionality to your site, all you have to do is install the Mailchimp add-on (included in ALL our tiers).

With the Mailchimp add-on, it’s incredibly easy for new visitors to subscribe to your lists, as all they have to do is check a single box. New visitors can subscribe directly from your registration forms. As soon as users sign up via one of your forms, they’ll be added to your Mailchimp list automatically.

You can add subscriber forms via the Mailchimp widget or embed the shortcode anywhere on your site. You can customize how the form will display with the shortcode as well.

This makes it very easy to create registration and opt-in forms for multiple purposes including, sidebar opt-ins, membership registration pages, custom login pages, and more.

Profile Builder Pro goes well beyond being a simple email sign-up plugin, however; it’s a fully-fledged user registration tool. A lot of plugins make it easy to get more email subscribers, but what if you need a Mailchimp WordPress plugin that does more than that?

With Profile Builder Pro, you can create advanced user registration and membership forms. Instead of installing and configuring multiple plugins, you can use a single plugin for all of your registration and user management tasks, including email. Being able to let users sign up, create automated emails, and manage users from a single plugin saves you a ton of time, and makes your workflow much simpler.

Here are some of Profile Builder Pro’s unique features that set it apart from other solely Mailchimp-focused plugins on this list:

• Create an automated email confirmation for new users
• Add a nearly unlimited amount of form fields including, radio boxes, maps, phone numbers, and more, so you can collect the user information you actually need
• Conditional logic for form fields to show or hide fields based on user actions to create a custom subscriber experience
• Easily rearrange your form fields with the drag and drop editor, so you can build a complex form without the headache
• Create multiple different registration forms for different kinds of users to help with segmenting and improving conversions
• Create custom redirects for users after they login, such as a success page or even an up-sell page (if you’re selling products or services)

Profile Builder Pro costs from $69 per year for one site support. The Mailchimp addon is included in all tiers of the product.

Profile Builder Pro

Create beautiful front-end registration and profile forms with custom fields. Setup member directories, custom redirects, cutomize user emails & more using the all in one user management plugin.

Get the plugin

2. Mailchimp for WordPress

Mailchimp for WordPress is an easy to use Mailchimp WordPress plugin that allows for full form customization.

To customize your forms, you’ll use the built-in style builder, which operates similarly to a regular drag and drop builder. To embed the forms you create on your website, you’ll use the included shortcode or use the widget to add it to any widgetized areas.

You can also create specific form fields that will trigger email campaign automations or create segments with your list.

Here are some key features of this plugin:

• Create custom Mailchimp sign-up forms to add to your website
• Integrate with a variety of popular form builders (including Profile Builder Pro)
• Integrate with popular eCommerce tools like WooCommerce
• Generate detailed campaign reports on the premium version
• Send automatic subscriber notifications with the premium version

You can get access to a limited feature set for free, or you can pay $59 per year for MC4WP’s premium version.

3. Easy Forms for Mailchimp

Easy Forms for Mailchimp lets you create an unlimited number of Mailchimp forms. You can also link these forms to different lists you’ve made in Mailchimp for improved form targeting.

You can add these forms to any section of your site, including any widgetized areas. To customize the forms, you’ll be adding custom CSS classes.

You can also easily duplicate forms, customize your subscribe buttons, add reCAPTCA protection, and much more.

Here are some key features of this plugin:

• Integrated analytics tools to track form performance
• Customize the automated emails sent to your subscribers
• Redirect users to a post or page after subscribing
• Manage your subscribers from your WordPress admin area

Easy Forms for Mailchimp is an entirely free plugin.

4. Mailchimp Forms by MailMunch

Mailchimp Forms by MailMunch lets you quickly add Mailchimp sign-up forms anywhere on your site,  including to your posts, pages, sidebar, and any other widgetized pages.

The forms are responsive, mobile-friendly, and have a ton of built-in customization options. You’ll also find some advanced features like user targeting and split-testing so that you can improve the conversion rate of your forms.

To build your form, you can select from the library of pre-built templates. These templates are professionally designed, and all look great, no matter the niche you’re in or the type of form you want to add to your site.

Any subscribers who opt-in via your contact forms will be added to your list.

Plus, you can use the exit-intent pop-ups to capture more email subscribers as they’re leaving your website.

Here are some key features of this plugin:

• Add Mailchimp subscriber pop-up forms to your site
• Integrated analytics so you can track form performance
• Large selection of professional mobile-friendly templates

Mailchimp Forms by MailMunch is a premium plugin that costs $13.99 per month for unlimited form creation.

5. Mailchimp Forms by OptinCat

Mailchimp Forms by OptinCat is a pretty advanced form plugin add-on but one that’s straightforward to use; you can have a form live on your site in 2 minutes, which you can then integrate with Mailchimp. There are a variety of different forms types offered by the plugin, including sidebar widget forms, lightbox pop-up forms, opt-in bars, post-box forms, and more.

The forms are responsive, so they’ll look good on any screen size. There’s also a rule-builder that’ll only show forms to specific types of users or users who have taken a particular action.

To add forms to your site, you’ll be using the included shortcodes, or you can automatically add forms to the top or bottom of your posts in the WordPress visual editor or html.

Here are some key features of this plugin:

• An extensive template library of opt-in forms and pop-ups
• Unique opt-in animation features
• Ability to add content upgrades to your site
• Built-in analytics features

Mailchimp Forms by OptinCat costs $69 per year for unlimited forms and opt-ins.

6. Mailchimp for WooCommerce

Mailchimp for WooCommerce is a relatively simple plugin that’ll help you easily add new sign-up forms to your WooCommerce site. The team behind WooCommerce and Mailchimp created this plugin, so it’ll be 100% compatible with your WooCommerce store. Note that, of course, you must be running a WooCommerce store to use this plugin.

This Mailchimp WordPress plugin will help you convert more visitors into potential customers by allowing you to embed sign-ups in your widget areas and throughout your website.

Here are some key features of this plugin:

• Built-in automation sequences, including abandoned cart and welcome sequences
• Analytics and customer insights to predict purchase likelihood
• Split testing features to improve email conversions
• Integration with other marketing features like social media advertising

Mailchimp for WooCommerce is an entirely free plugin.

7. Mailchimp Subscribe Form

Mailchimp Subscribe Form is an integration for the Optin Builder plugin. The Optin Builder plugin lets you create a variety of different opt-in forms for your WordPress site.

This Mailchimp WordPress plugin is straightforward to use and lets you easily create opt-in forms, lightbox pop-ups, bottom and top floating bars, slide-in scroll boxes, and more.

It includes a real-time editing feature that lets you preview your changes in real-time, a vast template library, and a ton of placement and display options. You can even set up filters, so your forms only display on specific posts and pages.

With the Mailchimp Subscribe Form integration, you can easily integrate all of your site forms with your Mailchimp account.

Here are some key features of this plugin:

• A/B testing features to improve conversions across different interest groups
• Mobile-responsive forms and mobile editing to see how your form looks on mobile devices
• A large template selection to speed up the form creation process

Optin Builder with Mailchimp Subscribe Forms costs $29 per month for single site support.

8. Another Mailchimp Widget

The Another Mailchimp Widget plugin adds a Mailchimp form widget to your site. You can use this plugin to add a Mailchimp sign-up form to any widgetized area and utilize the included shortcode to add a form to pages and posts.

It’s a very easy plugin to set up; all you have to do is install and activate the plugin and link your Mailchimp account by adding your Mailchimp API. Then, drag the widget to any widget section of your site to add the form.

You can add multiple forms to your site and link those to multiple lists you’ve created in Mailchimp.

Here are some key features of this plugin:

• Straightforward to setup (takes a few minutes)
• Can customize how your subscription form displays via shortcode
• Connect forms to different Mailchimp lists

Another Mailchimp Widget is an entirely free plugin.

9. MailOptin

MailOptin is a feature-rich Mailchimp opt-in form plugin. Once you setup the plugin, you can start adding forms to your site.

There’s a template library of pre-built forms you can use or create a form from scratch. If you want to customize the form further, you can do so via custom CSS styling.

You can also customize the form fields to make them as simple or complex as you’d like.

It’s highly flexible and includes various form types, including the sidebar, before and after post content, pop-ups, slide-ins, and more. You can also set up triggers for when these forms will be displayed, including time spent on site, the number of page views, scroll time, exit-intent, and more.

Here are some key features of this plugin:

• A variety of different form types included
• Advanced targeting features, including page-level retargeting
• Action-based form triggers
• Built-in analytics and split-testing features

MailOptin costs $79 per year for single site support.

10. Mailchimp WD

Mailchimp WD is an easy-to-use form plugin that also has a ton of features. With this plugin, you can create an unlimited number of forms with a variety of custom fields.

The built-in form editor lets you customize the header, add custom fields, and set form actions. This Mailchimp WordPress plugin comes with 13 different themes you can use as the foundation of your form.

You can also set up forms that use conditional logic, so different form fields will appear based upon actions that your users take.

There are various forms of forms, including standard form, scroll boxes, pop-ups, and top-bar. Once you’ve built out your form, you can embed it anywhere on your site using shortcodes.

Here are some key features of this plugin:

• A variety of custom field types to choose from
• Conditional logic to hide or show fields based on user actions
• A drag and drop form builder interface
• Built-in analytics to view

Mailchimp WD costs $85 for access to the plugin and 6 months of support and updates.

How to Setup the Profile Builder Pro Mailchimp Add-on

Getting started with the Profile Builder Pro Mailchimp Add-on (included in ALL tiers) is a pretty straightforward process. Even if you’re not tech-savvy, the setup wizard will guide you through the initial steps of setting up the plugin.

Profile Builder Pro

Create beautiful front-end registration and profile forms with custom fields. Setup member directories, custom redirects, cutomize user emails & more using the all in one user management plugin.

Get the plugin

Integrating your Mailchimp list will be taken care of by the plugin (see below). Afterwards it’s easy to  start building your custom opt-in and sign up forms and add them anywhere across your site using the included shortcodes.

After you’ve activated the add-on, a new page will automatically be created. The next thing you’ll need to do is connect your Mailchimp account with your Mailchimp API key.

Once you click ‘Save’, your Mailchimp account and Profile Builder Pro will be linked.

Here are a few things you can do with this plugin:

Set Up List Fields

If the Mailchimp API key that you entered is valid, then you’ll be able to view and edit your existing Mailchimp lists.

When you open up the edit panel, you’ll be able to associate different list fields with fields in your Profile Builder forms.

The main form field is the email field, which cannot be changed. Your first name and last name fields will also be associated with the corresponding fields from your form.

Link Form Fields with Mailchimp Groups

Depending on the information your users enter in your forms, you can segment them into different groups. To do this, you’ll need to associate Mailchimp groups with Profile Builder fields.

Navigate to Profile Builder > Mailchimp > Your list > Group Associations. Then, select the fields that you’d like to associate with your Mailchimp groups.

The subscribe option will be displayed as a checkbox on your form on the front-end of your website. If your user decides to check this option, their form information will automatically be sent to Mailchimp, and the user will be a subscriber to your list.

If you’ve enabled double opt-in, your users will receive a confirmation email to complete their subscription.

The Mailchimp Widget

This add-on also comes with a widget that you can add to any area of your site.

This widget is designed for a simple sign up form that includes an email address, first name, and last name.

However, you can also change the form’s title, include a double opt-in, and welcome email for your new subscribers.

Get Started With Profile Builder Pro and Mailchimp Today!

Integrating Mailchimp and WordPress can be difficult without the help of a plugin. But, by choosing the right Mailchimp WordPress plugin, you can streamline the process and add functional and attractive opt-in forms to your site.

One of the best investments you can make is the Profile Builder Pro plugin, with the Mailchimp add-on.

Not only will you be able to add Mailchimp sign-up forms to your site, but you also get advanced user management, registration, and login form creation features. This will help you now and as your site grows, supporting membership sites, course creation functionality, and more.

Profile Builder Pro

Create beautiful front-end registration and profile forms with custom fields. Setup member directories, custom redirects, cutomize user emails & more using the all in one user management plugin.

Get the plugin

The post The Top 10 Mailchimp WordPress Plugins appeared first on Cozmoslabs.

Profile Builder, our all in one user registration and profile plugin, just got better. In an effort to give more control to our users while also increasing ease of use, we decided to include the free Profile Builder addons in the main plugin.

By using the new version of Profile Builder you won’t need to install and update a ton of addons to get access to certain features. You can simply activate what’s needed, without it having any impact on your website performance. Your website will now have just one active plugin related to user registration, instead of half a dozen.

Most of the previous free addons, now part of the main plugin, will still be visible and can be activated from the Addons page. You just won’t need to regularly update each one of them.

Some of the free addons have been included in the main plugin’s Settings section, where they’ll get better visibility and offer you more tools and flexibility.

To sum it up, this refactoring aims to:

• remove the friction of having to install and maintain multiple plugins that serve the same purpose
• require just one automatic update of the main plugin and remove any potential update conflicts (the old free addons did not have the automatic update feature, so updates needed to be done manually)
• increase visibility of the existing tools and give you more flexibility to use them
• make the plugin easier to maintain

Let’s have a look at the specifics of this refactoring and what changed.

What Changed for each Profile Builder Free Addon

Free Addons available from the Addons page

The following free addons were included in the main plugin, but remain as standalone addons from the Addons page:

• Profile Builder – Custom CSS Classes on Fields
• Profile Builder – GDPR Communication Preferences
• Profile Builder – Import and Export
• Profile Builder – Labels Edit
• Profile Builder – Maximum Character Length

The whole Addons page has been restructured and now contains both Modules and Addons, making it the go to page for enabling extra functionality and integrations.

You can easily activate any of the Free Addons from here, to enable their functionality. This makes sure you only use what you need.

If you’re using the premium version of the plugin, you’ll notice that the Modules section has been removed from the menu and is now included inside the Addons page.

Free Addons included in the Settings page

The following free addons functionality has been included inside the plugin Settings page:

• Profile Builder – Customization Toolbox – all this functionality is now located under the Settings -> Advanced Settings tab
• Profile Builder – Multiple Admin E-mails – available under Settings -> Advanced Settings -> Admin
• Profile Builder – Placeholder Labels – migrated to Settings -> Advanced Settings -> Forms
• Profile Builder – Email Confirmation Field – became a default user field that can be selected from the Fields dropdown
• Profile Builder – Select2 – became an extra user field that can be selected from the Fields dropdown

That sums it up. If you have any questions regarding the new structure make sure to reach out via our support channel or read the addons documentation (we’re in the process of updating it).

Advanced Add-ons are next

Now that the free addons are part of the main plugin, we’ll do the same for the Advanced Add-ons. These Add-ons are available with the Hobbyist, Pro and Unlimited license.

So the next step will be to include them in the corresponding premium version. They will still be called Addons and require activation from the Add-ons page, but you won’t need to download and update each one of them.

All of this is meant to declutter things, save time and make your job easier. Would love to hear if you find this restructuring helpful in the comments section below.

The post Profile Builder Enhancements: Free Addons included in Main Plugin appeared first on Cozmoslabs.

In your travels in the beautiful world of the web, you’ll have no doubt seen a WordPress multi-step form. WordPress multi-step forms are all the rage these days, and they ensure a smooth registration process for membership sites.

Why? They’re easy to fill in from a user perspective. Visitors want an easy life, and they don’t want to take a large amount of time registering for a website; their time is precious.

What Can You Expect From This Tutorial/Guide?

In this guide, we’ll cover a wealth of options for creating multi-step forms, all available in Profile Builder Pro and its associated add-ons. 

TL:DR: If at any point you feel you’re familiar enough with Profile Builder Pro, simply skip to a section you’d like to know more about. 

• What is a WordPress multi-step form?
• When to use a WordPress multi-step form.
• Installing the multi-step form add-on for Profile Builder Pro.
• Adding fields & custom fields to a multi-step form.
• Form fields, conditional logic & repeater fields.
• Creating a WordPress multi-step form with conditional fields.
• Adding repeater fields to a WordPress multi-step form.
• Creating a repeater field for users.
• Adding steps to a WordPress multi-step form.
• How to add a multi-step form in WordPress.
• How does our form look on the front end?
• Creating a multi-step form for editing a profile.
• Bonus tip (optional).
• Wrapping things up. 

As ever, this is a no-code solution, so don’t worry if you’re not familiar with WordPress functions, PHP, or anything in between. 

Don’t forget; we also offer a free version of Profile Builder available on WordPress.org; in this guide, however, we’ll be using the Pro version.

Ready? Let’s begin. 

What is a WordPress Multi-Step Form?

Before we briefly cover when you should use this type of form, let’s quickly cover what a multi step form is and the benefits.

The easiest way to describe a multi step form: a paginated form with steps for each section, that’s it, no overly complicated explanation required.

Benefits to a Multi-Step Form

• Many fields on one page can put users off; using a multi step form breaks the form content into bitesize chunks.
• Breaking forms into steps makes everything more straightforward, and let’s face it, site visitors are all for an easy life.
• A stepped approach means you can glean more information from potential members. This method streamlines a user’s input, and for you, you get the information you need without them feeling overwhelmed.

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When to Use a WordPress Multi-Step Form

Not everyone needs to use a multi-step form; it could be overkill if you run a simple registration process. For those who require more information from their registration page, using a multi-step form makes sense.

In this tutorial, we’ll show you a WordPress multi-step form in a real-world usage case.

Let’s build a multi-step form for a gym membership.

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Installing the Profile Builder Multi-Step Forms Add-on

In this example, we’ll assume you have Profile Builder Pro installed on your WordPress site. Next, we’ll need to use the following add-on: Multi Step Forms.

This add-on is available in your Profile Builder account with us if you’ve purchased the Pro Version. Head on over to your Account, and click on Add-ons Download:

Upon clicking Add-ons Download, you’ll see the following screen:

Download the add-on and install it like you would any other plugin.

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Adding Fields to a Multi Step User Registration Form

We’ll need a form to work with for this example; as we’re creating a gym membership form, there are a few fields we’ll need to add.

Navigating to Form Fields in the Profiler Builder menu, we can add all the fields we need.

This form will have a mixture of different types of fields, the standard stuff, such as name, last name, etc. We’ll also use conditional logic and repeater fields. For now, though, let’s dive into what we’re asking users for:

• First name
• Last name
• Date of birth – (date picker field)
• Email
• Contact number – (number field)
• Goals – (checkbox fields)
• Current weight (conditional logic)
• Goal weight – (conditional logic)
• Question – (text area)
• Areas to focus on (repeater fields)
• Password
• Repeat password – (add strength to password)
• Confirmation – (checkbox)

Admittedly this is a lot of information to ask a visitor to fill in, and it’s the best case for building a WordPress multi-step form. Let’s break this down for our users, and of course, you, as you’re following this guide.

We’ve gone ahead and added the required fields we’d like our users to fill in; see below for the form in its current state:

It doesn’t look too bad at the moment. However, it could do with being broken into sections. Before we add steps, let’s look at the fields.

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Form Fields, Conditional Logic & Repeater Fields

First name and Last name are standard form fields, Date of birth uses the date picker; see below for how it looks on the front end:

Contact Number uses the phone number field, allowing members to add a phone number in a specific format:

The goals section has several checkboxes for users to tick. We want potential members to choose what goals they’d like to achieve:

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Creating a WordPress Multi Step Form With Conditional Fields

In this next section, we will show you how to add conditional logic to a multi step form. In this instance, we’ll be using the Weight Loss checkbox to instigate conditional logic.

When a user clicks on Weight Loss, we’d like to ask them their current weight and goal weight. We’ll need to add two new fields; both are Number fields:

Adding conditional logic is easier than you think. Once you’ve added the number fields, scroll down to the Conditional Logic section, and hit enable:

Here we’re choosing to show the What’s your current weight in KGs field when they click the Weight Loss checkbox. We’ve also added another field using the same conditional logic for Goal weight in KGs.

We’ve used a text area for the What’s stopped you exercising box? Giving our users the chance to add more information should they decide to. 

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Adding Repeater Fields to a WordPress Multi-Step Form

Repeater fields are a handy way to get more information from users. We’ve added two new fields here. The first one is a Heading field, which gives this area a title and description; see below:

The second field is our repeater field. Wouldn’t it be great for our users to add areas of their body they’d like to focus training on? Using a repeater field, you can do just that.

Installing the Repeater Fields Add-On

In your WordPress admin, navigate to Add-ons; once loaded, activate the Repeater Fields add-on as below:

Adding a new field to house our repeater fields is a straightforward process. Navigate to Form Fields in the Profile Builder menu; from the Field drop-down menu, select Repeater:

You’ll notice from the above screenshot that we’ve highlighted the Edit field group button, which is where the magic happens.

Rather than choosing specifics to focus on, everyone is different, giving the user an option of adding multiple areas to focus on, benefits us as a gym owner.

Creating a Repeater Field for Users

Clicking on the Edit Field group gives you more options; a modal will appear, allowing you to choose a field to add:

In our case, we’d like users to enter their terms for areas to focus on, so we’ve chosen Input as a field type. This field will allow users to enter an area to focus on in their own words.

We’ve given the field a title of Focus area and a description, as shown below:

An additional setting not shown in the above screenshot is the option to mark the field as required. We’ve left this repeater field as optional, as some may not feel comfortable listing areas of their body, and for others, they’ll feel okay with it.

We’ve added various fields to our form, conditional fields, and of course, a repeater field, we’re at the stage where we can break things down and turn this into a multi step form.

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Adding Steps to a WordPress Multi-Step Form

Building a WordPress multi step form with Profile Builder Pro, flow is as important as the fields themselves. They need to flow; to ensure they do, you can move fields around with ease by dragging and dropping:

Once the flow is how you need it to be, we can start separating the form into steps. In our case, we’d like to keep the sections to a minimum; it helps users and clarifies what is expected in terms of input.

Adding a breakpoint to a multi-step form is as simple as hovering over a field type and clicking the + icon:

We’ve added three break points to our multi-step form, which is more than enough for this usage case. In the right-hand bar in your WordPress admin, you’ll see the following options:

Pagination and Tabs, enabling pagination means your form will paginate, and enabling tabs gives you the option of adding titles for each of your tabs.

In our example, we’ve given clear titles for our users, breaking them down into steps:

• Your Details
• Goals
• Focus Areas
• Password Details

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How to Add a Multi-Step Form in WordPress

Once completed, it’s a case of adding our new multi step form to a page or post. In the Form Field setting page, you’ll see at the very top on the right-hand side a box called Registration & Edit Profile Forms.

Here you’ll find a shortcode for you to copy and paste into a page/post of your choosing to display the form: [ wppb-register ]

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Front End View of Our Multi Step Registration Form

How does our multi step form look to potential visitors? Is it broken down into manageable sections and easy for users to follow? Let’s take a look at what visitors will see when visiting our form.

The first step in our form deals with details, keeping things on point, gathering the information we require in an easy to digest way:

The second step deals with goals and loads our conditional field when a user clicks on the Weight Loss box; see it in action below:

Clean and practical, the trick is not over to complicate things; using the same methodology, you could create a series of conditional fields, making a visitor’s life more comfortable in the process.

The third step uses the Repeater Field add-on and lets our users fill in areas of their body they’d like to focus on:

As this section is not required and down to an individual to fill in, users can add specific areas by typing in their answer and adding a new field using the plus icon.

The final stage is password details and a confirmation checkbox. It makes sense to have these options last; it gives our users time to concentrate on decent password for them to use:

Using the stepped approach means our visitors won’t get bogged down with war and peace, a simple, elegant form that doesn’t take forever to fill in.

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Creating a Multi Step Form for Editing a Profile

What if our users would like to edit the information provided? Maybe they’d like to change their weight, goals, or perhaps their telephone number?

Quickly done with Profile Builder Pro, all you need to do is add the following shortcode to a post/page:

[ wppb-edit-profile ]

Once done, you’ll need to ensure that the Multi-Step Forms box has the following enabled:

The same settings will apply from your registration form on the edit profile form, meaning your users can edit details as and when they need to. We told you it was quick!

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Quick Tip (Totally Optional)

Why not combine the register page and login page into one? Using Gutenberg, add two columns and add a shortcode block to each one:

This makes it even easier for users to A) Register and B) Login, all in one handy place; here’s what it looks like on the front end:

We are still retaining the multi-step form and, of course, a handy place for existing users to login. As we said, it is totally optional, and this could be theme dependant; you’ll need a full-width page with no sidebar on display.

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Wrapping Things Up

There’s a lot more you can do with Profile Builder Pro, redirecting users to new pages, approving new users, customizing emails sent to new member registrations, and more besides.

This guide should, at the very least, give you a better understanding of how to build a multi-step form for your membership site. We’ve covered a wealth of options in this article; we’ve barely touched the surface of what’s possible with Profile Builder Pro.

Profile Builder Pro

Create beautiful front-end registration and profile forms with custom fields. Setup member directories, custom redirects, cutomize user emails & more using the all in one user management plugin.

Get the plugin

The post How to Create a WordPress Multi-Step Form (Fast and Easy, No Coding) appeared first on Cozmoslabs.