3

Most of the Memberships for my organisation reside with Organisations which are then represented by a named individual.

Is it possible using CiviCRM in Wordpress to design a website form which collects the Individual data such as first name & last name AND Organisation data such as Organisation Name and then ties the two together by setting the Relationship as Employer<-->Employee.

There seem to be some solutions available for Drupal users such as Webform Integration or CiviRelate.

Any ideas on how one might do this in wordpress?

Improve this question
3
  • 1
    Hi Phil. Have you already set your Membership page up so that it is 'on behalf of' ie so the Membership is created for the Org, and the Individual becomes permissioned 'current employee of' that Org?
    – petednz - fuzion ♦
    Commented May 22, 2015 at 20:50
  • Hi Peter, That works for me in WP. You could add this as an answer and I'd upvote it.
    – Kevin Cristiano
    Commented May 22, 2015 at 22:16
  • You might also want to check the gravity forms integration (it is a paid plugin) from shop.civivip.com
    – Donald Lobo
    Commented May 26, 2015 at 22:12

1 Answer 1

Reset to default
3

Sounds like you might need to set your Membership page up so that it is 'on behalf of' ie so the Membership is created for the Org, and the Individual becomes permissioned 'current employee of' that Org. The 'on behalf of, settings are on the Contribution 'Title' tab. The profile it offers by default is a 'reserved' Profile (so is on the Reserved 'tab' on Profiles), but you can clone it, change the clone and use that if you don't like what the default one offers by way of fields.

Improve this answer
5
  • Hi i've tried to add Individual First Name or Individual Last Name Fields to the On Behalf of Organisation Profile but it fails saying... "Cannot add or update profile field type Individual with combination of Household or Organization". Is there something else i need to do ?
    – Phil Newby
    Commented May 28, 2015 at 12:10
  • Phil, the Organisation Profile is for the Organisation data. You also have a place on the Profiles tab of the Contribution page you set the Profile you want for First Last etc eg the New Individual Profile. Make sense?
    – petednz - fuzion ♦
    Commented May 28, 2015 at 19:46
  • So are you saying that my Wordpress page needs both an Individual Profile and an On behalf of Organisation Profile - Ok i'll give it a try. Thanks
    – Phil Newby
    Commented Jun 2, 2015 at 13:25
  • yes that would be the case
    – petednz - fuzion ♦
    Commented Jun 2, 2015 at 16:44
  • I tried this and My Wordpress page will only display the first CiviCRM profile included on it, the second is not displayed. Have you come across this issue before?
    – Phil Newby
    Commented Jun 4, 2015 at 9:30

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service and acknowledge you have read our privacy policy.

Not the answer you're looking for? Browse other questions tagged or ask your own question.