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How to Create and Customize Sign Up Pages

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This guide will walk you through setting up a customized sign-up page on your Heartbeat community, highlighting options like membership tiers, payment setups, and personalization to streamline your community’s onboarding process.


Step 1: Access the Sign-Up Page Settings

  1. Log in to your Heartbeat community.

  2. Navigate to the Settings menu, then go to Members > Sign Up Pages

     

  3. Click Create New Sign-Up Page to build a custom landing page for your community.

     

Step 2: Define User Roles and Access Groups

  1. Role: Select the default role for new users joining via this page.

  2. Free Access Groups: Optionally, assign new members to specific free access groups. Type in the group names or select from your existing groups to automatically add members to these areas upon sign-up.

     

Step 3: Add Paid Membership Options

  1. Add a Paid Offer: Under this section, choose from predefined membership tiers or create a new paid offer for members who join through this page.

  2. Price Customization: Set up your pricing options for each tier. Members can see the pricing breakdown directly on the sign-up page.

 

Step 4: Choose Page Availability

  1. Evergreen Access: Allow anyone with the link to join without restriction.

  2. Pre-Approved Access: Limit access to only those with approved email addresses, ensuring only invited or verified users can sign up.



     

    Adding pre-approved email addresses and sending invitations
     

    1. After enabling the Pre-approved option on your Offer, go Sign Up Pages on the left side bar.
    2. Find your Offer's Sign Up Page. Click on the 3-dot menu and choose Manage Invites.
    3. Paste one or more emails in the box. Use commas or a new line to separate multiple emails. If you don't want to send an invitation email, click on the arrow and choose Add (Without Sending Email).

Step 5 (Optional): Add Call-to-Action and Social Proof

  1. CTA Button Text: Customize the call-to-action button

  2. Add Social Proof: Toggle on “Add Social Proof” to display the current member count on the sign-up page. You can also add testimonials or videos to increase credibility and appeal.

     

Step 6: Preview and Publish

  1. Use the Preview feature to see how your sign-up page will look on desktop and mobile views.

  2. Once satisfied, click Create to publish your sign-up page.

     

Step 7: Share and invite your members!

Click on Share link to either copy the URL or send an invitation email to your prospective users. You can customize your invitation message by going to Admin Settings > Customization > Email Settings.

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If you want to have a pre-selected tier to direct your users to a specific membership tier, you can click on the dropdown to select one. Here's how it would look:

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