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Data Springs Product Forums...
Subject: Dynamic Reg & Opt-in Email Problem
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Author Messages
Paul
Posts:34
paddling down the creek
paddling down the creek

05/16/2008 1:43 PM  

I have installed and enabled the Opt-in email settings in the configuration section of my Dynamic Registration module.  I have a checkbox on my registration page that allows the user to opt-in to our newsletter.  When the user completes registration, they are automatically authorized and added to a security group called parents.  All this works as advertised.

 

I have a opt-in list set up for the above mentioned newsletter and the above security group (parents) is set up as the Distribution Security Role for this list.  After the user has registered and been authorized and added to the correct security role in dnn, the user fails to be added to the opt-in list distribution group.  I know this because I can go to the manage subscriptions page, put in the users email and they receive an email that says "You are subscribed to the following newsletter:

 

and

 

This subscription portion of the email is blank which leads me to believe the user is not being added to the Distribution Security Role mentioned above.

 

Also, in the opt-in email settings for managing Opt-in lists/users, the user shows up but is not associated with the newsletter list they checked on the registration page.  I have to edit the user and add them manually.  I assume this is not how this is supposed to work?

 

What have I missed or how should I proceed in troubleshooting the problem?

Thanks,

Paul

Paul
Posts:34
paddling down the creek
paddling down the creek

05/16/2008 2:10 PM  

Reading through the Opt-in and Dynamic Reg documentation, is the term category used to describe opt-in list? This is important because I can't find any settings in the opt-in module that refers to categories, only list.  Whereas the Dynamic Reg module refers to a category and when using the dropdown box, my opt-in list(s) are present.  If list(s) are categories, can we make that clear either in the module nomenclature or documentation?

 

 

Whe selecting my newsletter list for the category section in the opt-in settings of the dynamic reg module and selecting my dynamic field, I choose to save the dynamic field settings and then choose to update settings but when I return to these same settings after updating, they are not saved but default back to the original choices.  Is this the reason my user is not being added to the Distribution Security group?

In looking through the Opt-in user documentation, I also do not have the "Manage Categories" in my actions menu although the user document graphic shows this to be a choice.

 

Thanks,

 

Paul

Chad
Posts:1863
river guide
river guide

05/19/2008 5:45 PM  
Paul - Hi. Well let me define some vocabulary here and so forth.

1. Yes, Opt-In Category and Opt-In Lists are virtually the same thing. This is the situation where they were initially defined as 'Categories' and later after some of the initial releases determined they should be called 'Lists' (its kind of like in DNN where originally pages were called Tab's, well now we still reference Pages based on their 'TabID' so Tabs and Pages are virtually the same). So any documentation you see referencing categories, its the same as lists.

2. The 'distribution security role' is seperate from add the user to the list. The distribution security role is based on going to allow the user to be able to distribute newsletters via the 'Advanced newsletter module'. This is useful because you might want to setup a security role called 'Newsletter Manager' or 'Marketing Manager' and want them to distribute newsletters to that opt in list/category. You might want to setup different lists with different security roles such as 'Sales Manager West Coast' VS 'Sales Manager East Coast' and you wouldn't want to allow users to have full admin access. So... Just want to make sure you understand what the distribution security role feature is really meant for. Are you wanting this user to distribute newsletters?

3. To add the user to the list a few things should happen.

a. Make sure you define the email field within the Dynamic Registration, DNN Core Integration section

b. Enable to opt in email subscription - This is the very bottom of the module configuration where you check the box. Within this area you also select the opt in email category/list and then associate it to a checkbox field on the form. Currently you can't automatically opt in them, it must be based on a checkbox field. You need need to click the 'Update Opt In Category/ Field' linkbutton, as just updating the settings will not save that particular setting.

That should be it... The user should then be able to opt in/out directly from Dynamic Registration and it should be in sync with their subscription within Opt In Email.

-Chad
Paul
Posts:34
paddling down the creek
paddling down the creek

05/21/2008 5:33 PM  

Just a follow up for others who may encounter some of the issues I worked through with the help of Chad to get everything working properly.

 

Although I finally had the module settings configured correctly, my test user registering on the dynamic registration page and opting in to the newsletter was not being added to the distribution group for that newsletter.  I could add a user normally from the subscription feature of the opt-in module but this was the only way to make it work.  If I tried to add my test user from the subscription page, it would say the user is already in our database, even though under the opt-in list/users they were still not associated with the newsletter.

 

To continue testing, I would delete the newly registered user from the dnn users module and from the opt-in lists/users module and change some settings and reregister the user again but with the same results no matter what I did.

 

Chad figured out that an InActive flag in a stored procedure was to blame and modified the stored procedure to fix the problem.  In his own words:

"I think I found the issue surrounding this (if you were testing with the same email address). It appears to be adding it for new address's but not ones entered before. I checked the stored procedures and the very last one needed to check for the InActive flag... If it wasn't checking the InActive flag before it was updating the previous opt in email / category table and since that was an inactive email address it wasn't showing up."

 

So...if you're setting up your module's intial configurations (both Dynamic Reg & Opt-in Email) and you don't get it exactly right the first time( I assume this is what I did) and you test it with a test email account and try to opt-in, it is possible that the account will be marked inactive when you delete the user and remain that way even when you add the user back via registration.  It's a good way to drive yourself nuts trying to figure out what's going on:-)

 

I guess this would have been a bigger problem down the road if a real user had been deleted for some reason and then later reregistered and tried to opt-in to the newsletter? 

Chad also made note that he had fixed the SQL scripts that users download from
www.datasprings.com

 

Thanks once again Chad for the great support and timely fixes.

 

Paul

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