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How to Create and Customize Sign Up Links

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

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Step 1: Access the Sign Up Link Settings

  1. Log in to your Heartbeat community.

  2. Navigate to the Settings menu, then go to Settings > People > Sign Up Links

  3. Click Create New Sign Up Link on the bottom right 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 Link.

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. 🔗 Learn more on how to set up pre-approved access.

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 link. 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 Link will look on desktop and mobile views.

  2. Once satisfied, click Create to publish your Sign Up Link.

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 learn more here on how you can customize your invitation message.
 

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