OPTION 1: Using a Secret Phrase or Security Questions<\/h5>\n\n\n\n
The secret key can be gathered as a text phrase or password; or you can list specific security questions for users choose from, and then create a space for them to answer. <\/p>\n\n\n\n
This key can be gathered on the checkout page during signup and displayed on the\u00a0My Account Core Page<\/a>.\u00a0The fields can be optional, or made to be required. Or, if you'd prefer not to make them part of the checkout process, you can skip placing them on the checkout page and just show them on the My Account page. <\/p>\n\n\n\n Those members choosing to use the Account Key can fill it in by clicking the ‘Update' link on that section of their account information.<\/p>\n\n\n\n If you want to collect the security information on signup, you can add them to the checkout page.<\/p>\n\n\n\n Each member has a unique Member ID assigned to them and displayed in the\u00a0Manage Members\u00a0<\/em>section of the admin dashboard. This will output the member's unique ID anywhere it is placed on your MemberMouse website.<\/p>\n\n\n\n Member Home Core Page<\/strong><\/p>\n\n\n\n Some users put a custom welcome message on their\u00a0Member Home Core Page<\/a>\u00a0displaying the member's name. \u00a0The ID could be placed alongside this as an easily accessible location to view the ID:<\/p>\n\n\n\n For example, this code…..<\/p>\n\n\n\n Would display as: My Account Core Page<\/strong><\/p>\n\n\n\n You could also add this to your My Account Core Page<\/a> alongside the member's other account information. To do this, just locate where you would like to display the information, and in the Text tab of the WordPress Editor, add:<\/p>\n\n\n\n Adding it just above the member's name information would display like this: Welcome Email<\/strong><\/p>\n\n\n\n SmartTags™ render in MemberMouse emails as well. So you may want to include the Member ID in the member's welcome email just in case the member is having trouble resetting their password and can't get into their account. \u00a0<\/p>\n\n\n\n You can include the ID in the new member welcome email, or send another email via\u00a0Push Notification<\/a>\u00a0along with a note letting the user know they should save this just in case they ever need to contact you about their account. <\/p>\n\n\n\n To add the ID to the Welcome Email, go to\u00a0MemberMouse > Product Settings > Membership levels > Edit<\/em>\u00a0(pencil icon in the Actions column)\u00a0>\u00a0<\/em>and enter your note and the SmartTag™ into the Welcome Email section text. \u00a0<\/p>\n\n\n\nCreating the Custom Fields<\/h6>\n\n\n\n
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Select ‘Dropdown' in the Type box, and enter the label you want to use for the field in the name box (this will display in the My Account section). Add one question in each option field, and click the green + button to add additional questions.
Then check the box to ‘Show on My Account Page', and then save. ![\"\"](\"https:\/\/storage.googleapis.com\/wpgcbucket\/wp\/2023\/10\/4081e77e-screen-shot-2023-10-02-at-3.31.33-pm.png\")
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If you use a custom phrase or password, you will use just the short text field. \u00a0Enter the label you want to use for the field in the name box (this will display in the My Account section), click the ‘Show on My Account Page' box, select Short Text as type, and click the Save button. ![\"\"](\"https:\/\/storage.googleapis.com\/wpgcbucket\/wp\/2023\/10\/d2c3eed2-screen-shot-2023-10-02-at-3.35.51-pm.png\")
<\/li>\n<\/ol>\n\n\n\nCollecting the Information at Signup<\/h6>\n\n\n\n
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If you are using more than one SmartTag™ in the case of Question and Answer, then hover over the name of the second SmartTag™ in the listing and make note of the ID.
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Input any text you would like to go along with the field, and paste the SmartTag™ from the custom field box. You can make the fields required to submit the checkout form by adding isRequired='true' to the existing SmartTag™ attributes. \u00a0
If you have multliple fields, just repeat this step, changing the existing SmartTag ID attribute with the one you made note of earlier.
Example<\/em><\/strong> For custom field with the ID 12: Account Secret: \u00a0[MM_Form_Field type='custom' id='12' isRequired='false' class=”] will look like this on the Checkout Page:![\"\"](\"https:\/\/storage.googleapis.com\/wpgcbucket\/wp\/2023\/10\/c217bd7d-heczti4it_8g5xv_e2ethb3kcifbcvgesg.png\")
<\/li>\n<\/ol>\n\n\n\nOPTION 2: Using the Member ID<\/h5>\n\n\n\n
To display a user's Member ID so that it can be used as an Account Security Key, simply choose the location you would like it to be displayed, and use the\u00a0MM_Member_Data SmartTag<\/a>\u00a0with ‘id' as the name value:<\/p>\n\n\n\n[MM_Member_Data name='id']<\/code><\/pre>\n\n\n\nExamples<\/em><\/strong><\/h6>\n\n\n\n
Welcome [MM_Member_Data name='firstName']!\n\nYour unique member ID is: [MM_Member_Data name='id']\n\nTo keep your account secure, you may be asked to provide this ID should you ever need to call us for support.<\/code><\/pre>\n\n\n\n![\"\"](\"https:\/\/storage.googleapis.com\/wpgcbucket\/wp\/2023\/10\/59984134-83osyt_lzxeluen5kc2intds2qlq37-ejg.png\")
<\/p>\n\n\n\n<p class=\"mm-myaccount-element\"><span class=\"mm-myaccount-label\">\nMember ID:\n<\/span>\n<span class=\"mm-myaccount-data\">\n[MM_Form_Data name='id']\n<\/span><\/p><\/code><\/pre>\n\n\n\n![\"\"](\"https:\/\/storage.googleapis.com\/wpgcbucket\/wp\/2023\/10\/fc1cfa9c-n3cgyscjr14vmbzycvqjlgwdspisl6vyug.png\")
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