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Last Post 01-08-2013 03:12 PM by Chad Nash. 18 Replies.
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jabosUser is Offline
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12-10-2012 07:28 AM
    We want to do a private registration and we would like to send invitations to multiple email addresses to register. Here is the step by step process:

    1. We send out emails to several email addresses(say 100) inviting them to register before a certain date. Is it possible to use dynamic registration or any other related module for this? Admin uploads an xls or txt file with all email addresses and the module sends emails to these email addresses with a sign-up code which is unique to that email and with an expiration date to register to the site?
    2. They receive email with a sign-up code and they click the link to register. There will be an expiration date for the signup code(say for example 1 week). So, if they click the link or try to register after 1 week they get expiration error message.
    3. User clicks the link and registers. They receive a confirmation email and user will be automatically added to a subscriber security role.

    We are willing to purchase any other additional modules like interactive user import module for step 1. Please suggest the best way to do this.

    Thanks.
    Chad NashUser is Offline
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    12-10-2012 10:26 AM
    Hi - Thanks for posting your questions. Let me see if I can answer these.

    1. Yes, we have a module that is perfect for this called Interactive User Import. You can import a CSV or XLS file and do exactly what you are mentioning.

    2. In this case, I believe the user would probably already be registered because of the step above and then maybe they would not be authorized or have a specific security role until they used that code? You could use something like SQL Validation to verify the code if you needed to. You could then purge all users at a certain point that were not authorized or didn't have that security role?

    3. I think I covered this in step 2. If you didn't want to have the user "really" exist then you could probably change step 1 to not actually use that module and then you could setup Dynamic Registration to check a table for a list of valid codes etc...

    Ahhh... I just read your last comment about Interactive User Import. So yes, that would be the correct method you would want to go with. I would probably suggest getting the entire collection based on the fact that you would already need two of those modules. Or at least the User Management Suite. You can check out both of those at http://www.datasprings.com/collection.

    Thanks!

    Chad


    jabosUser is Offline
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    12-10-2012 11:21 AM
    Posted By Chad Nash on 12-10-2012 12:26 PM
    Hi - Thanks for posting your questions. Let me see if I can answer these.

    1. Yes, we have a module that is perfect for this called Interactive User Import. You can import a CSV or XLS file and do exactly what you are mentioning.

    2. In this case, I believe the user would probably already be registered because of the step above and then maybe they would not be authorized or have a specific security role until they used that code? You could use something like SQL Validation to verify the code if you needed to. You could then purge all users at a certain point that were not authorized or didn't have that security role?

    3. I think I covered this in step 2. If you didn't want to have the user "really" exist then you could probably change step 1 to not actually use that module and then you could setup Dynamic Registration to check a table for a list of valid codes etc...

    Ahhh... I just read your last comment about Interactive User Import. So yes, that would be the correct method you would want to go with. I would probably suggest getting the entire collection based on the fact that you would already need two of those modules. Or at least the User Management Suite. You can check out both of those at http://www.datasprings.com/collection.

    Thanks!

    Chad


    Thanks for the quick responses.

    two cases here:

    case 1: in case if we use interactive user import module, would it be possible to send verification codes(that are used in dynamic registration and dynamic login modules for step 2) using interactive user import module ?

    case 2: in case if we dont use the interactive user import module, you said, "If you didn't want to have the user "really" exist then you could probably change step 1 to not actually use that module and then you could setup Dynamic Registration to check a table for a list of valid codes etc...", can you please elaborate a bit? do we need to create a separate table that has the email addresses and verification codes?
    Chad NashUser is Offline
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    12-11-2012 12:17 PM
    Hi - Let me see if I can follow up here with some additional details.

    1. This might depend on what version of DNN you are running on. I say this because the verification codes that are in DNN 5.x and 6.0/6.1 you should be able to, however these verification codes changes slightly (they are encrypted) and we have not updated Interactive User Import module to allow for these codes yet. So, what version of DNN are you on?

    2. Basically if you use Interactive User Import, then when you import that CSV files it will really go out and "actually" create users within DotNetNuke. So, the module has the ability to also purchase users and so forth so you would later remove all users that were not "active" I guess, but otherwise those users really do exist within DNN. If you just wanted to send out an email to 1,000 people but only create users that then fill out a link/use a validation code then then the implementation would work different as they would not really be created until after they submitted the form and entered the validation code.

    So in case #1 the user really gets created and then they just enter the code to get authorized or access a special security role. In the case of #2 the user is not created until after they fill out the form. For case #2 though you wouldn't be able to use Interactive User Import because the entire purpose of that module is to go and create the user.

    Thanks!

    -Chad
    jabosUser is Offline
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    12-13-2012 10:03 AM
    Posted By Chad Nash on 12-11-2012 02:17 PM
    Hi - Let me see if I can follow up here with some additional details.

    1. This might depend on what version of DNN you are running on. I say this because the verification codes that are in DNN 5.x and 6.0/6.1 you should be able to, however these verification codes changes slightly (they are encrypted) and we have not updated Interactive User Import module to allow for these codes yet. So, what version of DNN are you on?

    2. Basically if you use Interactive User Import, then when you import that CSV files it will really go out and "actually" create users within DotNetNuke. So, the module has the ability to also purchase users and so forth so you would later remove all users that were not "active" I guess, but otherwise those users really do exist within DNN. If you just wanted to send out an email to 1,000 people but only create users that then fill out a link/use a validation code then then the implementation would work different as they would not really be created until after they submitted the form and entered the validation code.

    So in case #1 the user really gets created and then they just enter the code to get authorized or access a special security role. In the case of #2 the user is not created until after they fill out the form. For case #2 though you wouldn't be able to use Interactive User Import because the entire purpose of that module is to go and create the user.

    Thanks!

    -Chad
    Ok, thanks a lot Chad. I think I would go ahead with case#1.

    The DNN version that I am using is 6.2.5.


    I am trying to add users to the DNN role  "Unverified users" and with an expiry date. So, basically, after the email is sent to users and if the users try to login after the expiry date, they cant login, is that correct? 

    I checked the documentation and tried it on the test site, but there I couldnt find the tokens for using the verification link. Can you please guide me on that?

    Thank you so much again Chad for your help. 
    Chad NashUser is Offline
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    12-13-2012 02:27 PM
    Hi - That is correct... The only thing is that

    In the past (before 6.2) you used to be able to implement this by using PortalID and the USerID. This reflected what the verification code would be. For example 2-342 would mean PortalID 2 and UserID 342 so you could include this in the email as $(PortalID) = $(UserID). Now, this is the same thing within 6.2 except they are using some encryption techniques. So, we will need to end up adding a new token within a future patch/version. I would suggest getting everything else working besides this piece and I will work towards getting a patch out next week. Sound good?

    Thanks,

    Chad
    jabosUser is Offline
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    12-14-2012 10:48 AM
    Posted By Chad Nash on 12-13-2012 04:27 PM
    Hi - That is correct... The only thing is that

    In the past (before 6.2) you used to be able to implement this by using PortalID and the USerID. This reflected what the verification code would be. For example 2-342 would mean PortalID 2 and UserID 342 so you could include this in the email as $(PortalID) = $(UserID). Now, this is the same thing within 6.2 except they are using some encryption techniques. So, we will need to end up adding a new token within a future patch/version. I would suggest getting everything else working besides this piece and I will work towards getting a patch out next week. Sound good?

    Thanks,

    Chad


    That sounds awesome, Chad. Here is how I am envisioning this.
    • The admin uploads an excel file with name, email address, and security role. The next step is, the admin selects the DNN role "Unverified users" and an expiry date.
    • Emails will be sent to the email addresses in the excel file with a link to activate the account(basically they will be activating the "unverified users" security role).
    • Once they click the link, basing on the type of security role mentioned in the email, they will be redirect to different profile pages( which use dynamic registration), to update their passwords, profile information. Once they update their profile, the user will be added to their corresponding security role(mentioned in the excel file) - this will be a completion event in dynamic registration. 

    If this is possible with the patch that will be available next week, that is exactly what we are looking for. Can you please confirm if all of this is possible? I am more worried about the bullet text in bold. Thanks again, Chad.
    Chad NashUser is Offline
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    12-16-2012 08:24 AM
    Hi - Yes, everything you described can happen. I think that when you are creating users there are a few other required fields I believe (like first name, and last name, and also username unless you want that to be their email address).

    Everything you described will work, just keep in mind that a real user exists when you are running Interactive User Import and the emails are going out. So, if the user never clicked on the link in the email and so forth then that user still does exist within the portal. So you might need to clear out users that never click the link at some point.


    Thanks,

    Chad
    jabosUser is Offline
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    12-16-2012 12:55 PM
    Posted By Chad Nash on 12-16-2012 10:24 AM
    Hi - Yes, everything you described can happen. I think that when you are creating users there are a few other required fields I believe (like first name, and last name, and also username unless you want that to be their email address).

    Everything you described will work, just keep in mind that a real user exists when you are running Interactive User Import and the emails are going out. So, if the user never clicked on the link in the email and so forth then that user still does exist within the portal. So you might need to clear out users that never click the link at some point.


    Thanks,

    Chad

    Awesome, thanks. I will keep checking the site daily for the new patch.

    Yes, I agree about the other required fields, and we will be using email address as the username. Thanks Chad.
    jabosUser is Offline
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    12-21-2012 04:09 AM
    Posted By Chad Nash on 12-16-2012 10:24 AM
    Hi - Yes, everything you described can happen. I think that when you are creating users there are a few other required fields I believe (like first name, and last name, and also username unless you want that to be their email address).

    Everything you described will work, just keep in mind that a real user exists when you are running Interactive User Import and the emails are going out. So, if the user never clicked on the link in the email and so forth then that user still does exist within the portal. So you might need to clear out users that never click the link at some point.


    Thanks,

    Chad

    Chad, happy birthday

    the website needs to go live before Jan 1. Any update on the patch release?
    jabosUser is Offline
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    12-26-2012 04:09 AM
    any update? help please.
    Chad NashUser is Offline
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    12-27-2012 07:34 AM
    Hi - Sorry for the delay, I have been out over XMAS holiday. I should have a patch posted before the end of the weekend. Can you please click on the "Contact Us" link from within the website and reference thsi forum thread. I will setup a go to meeting with you over the weekend to make sure you get the patch.

    Thanks,

    Chad
    jabosUser is Offline
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    12-27-2012 10:02 AM
    Posted By Chad Nash on 12-27-2012 09:34 AM
    Hi - Sorry for the delay, I have been out over XMAS holiday. I should have a patch posted before the end of the weekend. Can you please click on the "Contact Us" link from within the website and reference thsi forum thread. I will setup a go to meeting with you over the weekend to make sure you get the patch.

    Thanks,

    Chad

    Thanks a lot Chad. I will send you an email from contact us form.
    jabosUser is Offline
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    12-30-2012 11:40 AM
    Posted By Chad Nash on 12-27-2012 09:34 AM
    Hi - Sorry for the delay, I have been out over XMAS holiday. I should have a patch posted before the end of the weekend. Can you please click on the "Contact Us" link from within the website and reference thsi forum thread. I will setup a go to meeting with you over the weekend to make sure you get the patch.

    Thanks,

    Chad

    Chad, help please?
    jabosUser is Offline
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    01-02-2013 04:35 AM
    help?
    Ryan BakerinkUser is Offline
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    01-02-2013 05:54 AM
    Hello Jabos,

    All of Data Springs team members are back in office today and are settling in. As you can imagine, going into the Holiday Season, there were some projects and priorities that were left stagnant and are getting addressed as we're back in office.

    You can expect a response from us once we're available(later this week). You're on our list, just wanted to follow up with you.

    Thanks,

    Ryan
    jabosUser is Offline
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    01-02-2013 06:04 AM
    Posted By Ryan Bakerink on 01-02-2013 07:54 AM
    Hello Jabos,

    All of Data Springs team members are back in office today and are settling in. As you can imagine, going into the Holiday Season, there were some projects and priorities that were left stagnant and are getting addressed as we're back in office.

    You can expect a response from us once we're available(later this week). You're on our list, just wanted to follow up with you.

    Thanks,

    Ryan

    Ok, thanks Ryan.
    jabosUser is Offline
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    01-07-2013 04:49 AM
    Chad, we sent you an email, please respond when you get a chance. Thanks.
    Chad NashUser is Offline
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    01-08-2013 03:12 PM
    Just a quick followup to this... I have updated this within the trial version of 03.00.20 so you can now use $(VerificationCode) and $(VerificationCodeLink) within the module email interactive events. I will await your feedback before releasing this path to everyone else and updating all of the other editions.


    Thanks,

    Chad
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