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Embedding Membership Plans on Your Website
Embedding Membership Plans on Your Website

Add your Cobot plans to your website to increase sign-ups.

Amanda avatar
Written by Amanda
Updated this week

You can easily embed your Plans on your website to allow members to seamlessly register.

This guide will also show you how to pre-fill fields on your registration form before sending the link to prospective members.

To learn more about your Homepage and Signup Forms, check out this guide.


Embed Your Homepage Directly:

When you register for Cobot, you get a Homepage where people can see an overview of your publicly visible plans and register as a member.

The URL for this page is determined by the information you provided in the 'subdomain' field when you registered for your Cobot account. For example, if you enter awesome space, your space will be available at awesome-space.cobot.me.

That is the URL that you can embed into your website:

You can customize the Homepage to match your website's look and feel under Customize » Homepage. To make that experience even more seamless for your members, you can host Cobot on your own domain and change its colors to match your brand.

After doing this, click on 'Preview Homepage' to see how it will look to the public.


IMPORTANT NOTES


  • Only plans that are 'Publicly Visible' in the plan settings will appear on your Homepage.

  • If you have added a Custom Domain, the URL will mirror that instead of the name you signed up with.

  • Check out additional Homepage features under Customize » Features.


Embedding Your Plan URL:

This is easy to do if you already have an overview of your Plans on your website and prefer to embed the links to a specific plan directly. Check out this video on the member journey.

Every time you create a Plan in Cobot, a unique URL is generated. These can be found under Setup » Plans. Click on the copy button next to the URL and add it to an embed button on your website.

When prospective member clicks on it, they will be redirected to the Cobot signup form for that unique plan.

This will save you from manually entering in member data when they contact you and will be a seamless transfer from your website to Cobot for the member.

Pro-tip: You can also send the unique plan URLs directly to anyone interested in registering in your space. Perhaps you had an event and collected contact data from leads. Just pop the link to the plan in your email campaign and see how many people register directly!


IMPORTANT NOTES


  • The links are active for all publicly visible and private plans.

  • You can customize what appears on your plan signup forms under Customize » Features.


How to Pre-fill Member Data Before Sending Signup Link:

You may already have a method of collecting member data set up on your website, such as an introductory contact form or a physical application form in your space. In that case, you can easily pre-fill some member data on the signup form before sending the link to your prospective member.

For example, someone arrives in your space and would like a tour. You ask them to fill out your guest registration form on paper. They get in touch a week later, saying they would like to signup for a membership. You now email them a link to the plan they want to join.

Here is what a blank signup form looks like without pre-populated data.

As you have collected their information, you can now add that data to the URL of the plan, so they do not need to enter it again. Let's say you have their name, company name, email address, and phone number.

Add these data sets as:

&name=membername&email=memberemail&company=membercompanyname&phone=memberphonenumber

Using actual data, it would look like this:

&name=Ms.Cool&email=example@cobot.me&company=Cobot&phone=5554568

Copy and paste this sequence to the end of the plan URL.

Click on the link to see how the form looks with pre-populated data:


IMPORTANT NOTES


  • The order you add the data to the URL does not matter.

  • What you can add:

    • Name

    • Email

    • Address

    • Company Name

    • Phone Number (if activated under Customize » Features » Signup)

    • Tax ID

  • You are not able to pre-fill:

    • Password

    • Start Date

    • Privacy Policy check box

    • Terms & Conditions check box

    • Newsletter check box


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