Add users to groups on signup

[jo-andre (jon)]

Am starting a private Trademans forum. And i want to put up a poster with invite codes. not just one.
one for each group.
lets say one of the invite codes are PLUMBER2020 for Plumber’s and when signing up with that code you get put in the Plumber group. and so on.

Its possible that feature is already build in, but i cant figure it out.

feel free to change the title as its one exicly like it from earlier

[JammyDodger]

You could generate a separate invite link that would add each to a specific group (and direct them specific to a topic too). You can find out more about those in Invite users to a group.

Another way could be to automatically join people to a group on signup using the Automation plugin. With that, you can set it up so selecting an option from a custom field when they create an account would auto-enrol them into a particular group.

[jo-andre (jon)]

@JammyDodger

Another way could be to automatically join people to a group on signup using the Automation plugin. With that, you can set it up so selecting an option from a custom field when they create an account would auto-enrol them into a particular group.

Yes! @JammyDodger This looks just right! Thanks a lot, i will probably ask for suggestions later on For now thank you

[jo-andre (jon)]

Hey again.
ive got some problems getting started. if someone could make a tutorial on how to set this up that be great,
Here are some screen shots on my progress.

[JammyDodger]

Ah, yes. I forgot about the ‘User Custom Field Name’ quirk. There’s a bit of a write up about it in this topic that you may find helpful:

Finding Userfield Custom Name for 'Add user to group through User Custom Field'

Hi Andy! A self hosted customer also recently asked a question about how exactly to configure the Add user to group through User Custom Field automation. I’m putting a generic version of the answer here for the benefit of our wider ecosystem, as the UX is admittedly not very friendly at the moment - apologies for that while we work to improve it. How to set up the Add user to group through User Custom Field Automation script First you need to create a user field from Customize → User Fields (…

Though feel free to ask more questions if that doesn’t answer everything.

And, just in case it’s useful, here’s the guide for adding a User Custom Field:

Create and configure custom user fields

Custom User Field inputs can be added to a site’s signup form and user profile pages. The data entered into these inputs can be displayed on user cards and on user summary pages. Custom User Fields can also be retrieved with the Data Explorer plugin. Here is how to create and configure Custom User Fields. Adding a User Field To create a field, go to Admin / Customize / User Fields. If you haven’t created any User Fields yet, that page will look like this: [Screen Shot 2019-04-01 at 11.05.2…

[jo-andre (jon)]

Your amazing!! Thank you

[JammyDodger]

For future travellers, there’s now a guide with some updated instructions on how to use this Automation

'Add user to group through custom field' Automation

Here’s a quick walkthrough of how to set up an Automation using the Add user to group through custom field option to automatically add people to groups depending on the User Custom Field they select at signup (or whenever they fill it out, depending on how you set your user custom field up): Create the groups: [create the groups] The Automation script uses a group’s Full Name, so make sure you add one. Create the User Custom Field: [example user custom field] …