Is it possible for new applicants to complete a profile form before their account has been approved?

Most of my new members do not bother to complete (aka update) their profile form after they have been accepted for membership.

Is it possible for new applicants to complete a profile form before their account has been approved? What settings can be used by Admin to make this possible?

I think most people join in a moment of interest, and then lose interest when the approval process takes more than a few moments, which is usual, since approving new members is not my full-time occupation.


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PJ Matthews, Kyoto
Migrated from Ning 2.0. Now at Jamroom 6 beta and using Jamroom Hosting for The Research Cooperative (researchcooperative.org)
updated by @researchcooperative: 11/05/17 03:36:33AM

You could set the profile to not require approval, then make the signup quota private and hidden.


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¯\_(ツ)_/¯ Education, learning resources, TEL, AR/VR/MR, CC licensed content, panoramas, interactive narrative, sectional modules (like jrDocs), lunch at Uni of Bristol. Get in touch if you share my current interests or can suggest better :)

You could use the Form Designer to add a 'user_info' field to the signup form. This would then be saved in the User datastore (not the Profile one) so you would need to edit the profile template(s) if you wanted it to show on their profiles.
hth


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Paul Asher - JR Developer and System Import Specialist

If we did this, then I suppose Admin would need to manually move each member into an open, public quota to make the profiles visible, as an approval action.

Hmmm... seems like hard work. The current, built in approval system works well.

Building the public profile fields into the Account signup form subverts the in house search system, which targets the profile form data (as I found in previous discussions).

I don't think there is a problem with the basic separation of profile and account data fields. I just wanted to double-check whether or not users can access both immediately at the time of first application.

I was hoping for a magic setting somewhere that I have not seen! A one-form/two-form signup switch.

Thanks


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PJ Matthews, Kyoto
Migrated from Ning 2.0. Now at Jamroom 6 beta and using Jamroom Hosting for The Research Cooperative (researchcooperative.org)
updated by @researchcooperative: 05/27/17 06:07:35AM

The way that occurs to me is to make a small module that checks that all of the form fields on the profile are filled in to your minimum requirements and if they are not, then it redirects them to their profile page.

Have it fire on when the user logs in and when the profile form is saved. They wont be able to get past their profile create screen until their form is filled in.

Hi... Thanks very much.

This sounds like an excellent idea to me. Can I ask someone to build this for me, and for JR, at my cost?

It is possible to automatically direct all users to their profile screen, but (a) if they have already done their stuff, it would be better for them to be directed to a different area of the site (in my case), and (b) the present setup allows them to move on without actually doing anything with their profile; after login they are free to go anywhere.

As far as my network is concerned, a member who has provided no public information is like someone who keeps their door shut all the time in a university corridor. I know there are smart people lurking behind the doors of my network, but nobody can know what they are here for, if they don't put up more than a nameplate (username) on the door.

I don't blame the people who have joined though. It's not easy for them to be enthusiastic about hunting around the menus and subtabs of a newly found site in order to find a profile page and fill in profile details. Most members might be glad if they can be (politely, gently) taken by the hand and led through the process without having to think too much about it.

The trick will be to make the process as understandable, smooth and painless as possible.


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PJ Matthews, Kyoto
Migrated from Ning 2.0. Now at Jamroom 6 beta and using Jamroom Hosting for The Research Cooperative (researchcooperative.org)
updated by @researchcooperative: 05/28/17 05:02:53AM

Hi Peter - I can pick up on this project.

Custom Module Specification

1) Quota configuration page(s) that lists all profile 'text entry' fields with options to specify the minimum number of characters each field needs to contain (if set to zero, that field may be left blank).

2) A 'page view' listener that first checks that the user is logged in, and if so, tests for quota compliance of any of the above profile settings. If any of them fail, the user will be re-directed to his/her profile update form.

3) A notice in the profile update form to give information on the minimum requirements needed to proceed with using the site.

This would take about three hours to develop and test, so $180 (USD).

Let me know if that sounds good.
Thanks
Paul


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Paul Asher - JR Developer and System Import Specialist

Dear Paul,

Thanks very much. This sounds good. Perhaps we can have a little more discussion here about the specifications, before making a final request/quote. Any thoughts by other JR network owners would be welcome.

1. My first thought is that it might be polite to help a returning user skip the profile update page and continue on to a specific page in the site, without logging in, if they are not ready to update their own profile.

Perhaps with a button labeled something like:

Skip login and see Co-op Services (button redirects to the Services forum)

Skip login and see Co-op Profiles (button redirects to the main Profiles index page)

2. There may be a need for an extra help note or explanation text box to make what is happening very clear to the returning registered user. It might be a message something like:

Thank you for joining [your site name]! Basic details need to be completed for your public Profile page so that you can use all functions of the site (post messages, reply to messages, use your blog page, send private messages, etc.).


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PJ Matthews, Kyoto
Migrated from Ning 2.0. Now at Jamroom 6 beta and using Jamroom Hosting for The Research Cooperative (researchcooperative.org)
updated by @researchcooperative: 05/29/17 08:20:25PM

@Paul

Another issue that occurs to me concerns sites created by Ning to JR transition.

I have previous sent out an announcement to all members in which a new password is automatically provided for when the first login to their account in the new site.

Many members did not respond the first two times this was sent. I am waiting until further site improvements are made before I send out another announcement like this. The message will only go to those who have not already logged in to renew their account.

If we implement the "Profile Completion" module proposed here, will there be any conflict or confusion with operation of the announcement email aimed at bringing early members back to the site?

Does it make sense for them to be led to their new Profile forms before reviewing their main Account pages?

If there is a conflict, then a simple solution may be to temporarily deactivate the new module when sending out the Ning to JR announcement message.


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PJ Matthews, Kyoto
Migrated from Ning 2.0. Now at Jamroom 6 beta and using Jamroom Hosting for The Research Cooperative (researchcooperative.org)
updated by @researchcooperative: 05/30/17 07:15:29AM

The 'redirect' features of the proposed module are quota controlled, so maybe you could just ensure that imported Ning members are all in a quota not affected by this module?


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Paul Asher - JR Developer and System Import Specialist

This sounds good. I already have early (Ning era) and newcomer (JR era) members separated in this way.

If the concept is generalisable to "form completion" for any chosen form, then there might be other uses for this... like forcing members to complete a user poll after login, or to complete a TOS agreement.

The alternative, softer approach is of course to change the post-login landing page, giving members full access to the site, regardless of whether or not they fill out the form that is made a landing page.

Perhaps it is good to get a first version of the module up and running, specifically for the main Profile page, and then let people come up with further ideas for improvement, if it is something that people start using.

Thanks.


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PJ Matthews, Kyoto
Migrated from Ning 2.0. Now at Jamroom 6 beta and using Jamroom Hosting for The Research Cooperative (researchcooperative.org)

You can already force new users to acknowledge a ToS agreement - see the TOS module.
I think that you'll now need to write a definitive module spec. that includes initial development and future features so that we can relook at this before taking it further.


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Paul Asher - JR Developer and System Import Specialist

@paul

Thanks. Agreed. I will go to direct Support contact next.

Cheers, Peter


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PJ Matthews, Kyoto
Migrated from Ning 2.0. Now at Jamroom 6 beta and using Jamroom Hosting for The Research Cooperative (researchcooperative.org)

@paul

This is the thread where the idea of (what I call) a Profile Completion Module came up.... or perhaps it should be generalized to a "Form Completion Module" to be of wider interest for JR networks?

Thanks


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PJ Matthews, Kyoto
Migrated from Ning 2.0. Now at Jamroom 6 beta and using Jamroom Hosting for The Research Cooperative (researchcooperative.org)