The article is provided as a guide. Please note that any further questions/assistance, or details will require Premium Support to be purchased.
1. Introduction
The Subscriber Check-in System is a comprehensive solution designed for museums and similar institutions to manage member check-ins efficiently. This system is integrated with the Payments2Us package, providing a user-friendly interface for staff to process member check-ins and manage memberships. A new Lightning web component (LWC) named ‘SubscriberCheckinLwc’ is introduced, compatible with the LWR community, and works for Salesforce Experience sites only. The view in this component can be used by user to check their subscription information, renew their membership, and do membership check-ins.
2. Membership Check-in
- The system allows staff to enter a membership number, which is then validated against either Account-based memberships (starting with 'A') or regular Contact-based memberships, displaying the associated subscription if found.
- Once a valid membership is found, the system displays the membership details (type and expiry date) and shows a "Renew Now" button if the membership is expired or nearing expiry, while for active memberships, it displays a table of associated contacts that can be selected for check-in.
- When contacts are selected and the check-in button is clicked, the system creates timestamped Subscription Check-in records for each selected contact, linking them to either the Account Subscription or Subscription record based on the membership type, and provides immediate feedback on the check-in status.
- The system integrates with the Payments2Us renewal system, allowing expired memberships to be renewed directly through the interface.
3. Setup in Experience Site
Go to Setup -> All Sites -> Open the builder of the experience site.
- Click on the lightning icon (components tab) from the left bar
- Search for 'Subscriber Check In' in the search bar.
- Create a new blank Page named Subscriber Check In, following the steps below:
- Click "New Page," and a pop-up will display.
- Select Standard Page from the options, and then next select the + New Blank Page Button
- After that, enter the page name ’Subscriber Check In' and click 'Create'.
- After the page is created, click on page settings and set the Page Access to public.
- Finally, drag and drop the component at a suitable location on the new page.
If you see any error toast messages after dropping the component in the builder. Ignore it.
4. Field Selection in the View
- By default, only Name will be visible in the check-in contacts view.
- A new fieldset is created on the contact object named Subscription_Check_in_Display. Fields can be added to this field set, and those fields will be visible in the table.
5. Renew Now Button Visibility
- The Renew Now button on the view will be visible/activated based on the End Date of the subscription, based on the membership No.
6. Check-in Selected Button Visibility
- Check-in Selected button on the view will be visible/activated if the subscription is not or about to expire, and at least one contact is selected.
7. Permissions To Be Updated
As a requisite setup permissions and sharing rule for experience site guest user mentioned in the How to setup Experience Cloud for Payments2Us article.
For this view to work perfectly for the experience site user, the following permissions need to be updated on the Experience Site Guest User profile. Check Step 7 for navigating to experience site guest user profile.
Give the following permissions on the experience site Guest User profile:
Object Permissions
- Give Read, Create, Edit, and view all fields access to the following object on the profile level:
- Subscription Check-in
- Give Read and View all fields access to the following objects on the profile level:
- Subscription
- Account Subscription
- Subscription Groups
- Give Read and View all fields (or necessary fields only) access to the following objects on the profile level:
- Accounts
- Contacts
- Merchant Facility
- Assign the Payments2Us Sites permission set to the Experience Site Guest User. Check Step 7 for navigating to experience site guest user.
8. Sharing Setting
To ensure this view functions correctly for Experience Site users, sharing rules must be configured in Setup, based on the criteria that determine which data should be visible to the Site Guest user.
Add Merchant Facility Sharing Settings
- For lightning users, click on the setup cog (top right).
- Search "Sharing Settings"
- Click into the Sharing Settings
- Scroll down the page and click the "New" button in the "Merchant Facility Sharing Rules" section.
- Rule Name: “Payments2Us Subscriber Check In Merchant Facilities”
- Select “Guest user access, based on criteria”
- Criteria “Active equals true”
- Select the user that is associated with your membership experience site.
- Access Level “Read Only”
Add Subscriber Group Sharing Settings
- For lightning users, click on the setup cog (top right).
- Search "Sharing Settings"
- Click into the Sharing Settings
- Scroll down the page and click the "New" button in the "Subscriber Group Sharing Rules" section.
- Rule Name: “Payments2Us Subscriber Check In Subscriber Group”
- Select “Guest user access, based on criteria”
- Criteria “Active equals true”
- Select the user that is associated with the Sites, which is the Membership CheckIn Site Guest User.
- Access Level “Read Only”
9. Configuration and Styling
Besides changing the field to display, button labels, and headers can also be customised. Also, styling, font, and colors can be updated. For details, please refer to the Experience Cloud Membership Components Styling article
