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I'm using a caldera form to register beneficiaries (they become member throughout their organization) and I want to have the 'organization name' field pre-populated from the url. And I don't want to show the name of the organization on a public form with a select list.

I read on the documentation that it is possible with example.com/some-page?cid={contact.contact_id}&{contact.checksum} but where do I find the contact cheksum and how do I insert it in the form?

Any experience connected to this topic?

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Actually, the process is easy:

  1. In the Caldera form > tab Builder, add an hidden field with the value {get:field_name} (replace field_name by the desired value)
  2. In the Caldera form > tab Process, add a CiviCRM process and match the needed field with the one from Caldera with the magic field syntax, so here %field_name%. (In my case, 'employee of' matches with '%organization_name%')
  3. create an url to the page with the form: www.domain.com/form/ and add ?field_name=YOURVALUE so it shows up like www.domain.com/form/?organization_name=YOURVALUE (I haven't tried but I guess, you could pass more variables using '&' between them in the url)
  4. Add the User registration Process with password creation
  5. Send the email from inside CiviCRM using such a syntax: https://domain.com/form/?organization_name={contact.organization_name}

When processed, the new user gets a CiviCRM membership as a relation to the organization and can access specified content of the WordPress site!

Source: Caldera form documentation

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How to use tokens such as checksum is covered here and is how you would send out a checksum via a bulk mailing

The extension Contact Checksum UI adds ability to create an email for a one-off email to a Contact via the Actions button on the contact record.

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  • Thanks Pete, I guess my question wasn't precise enough. I need to register someone that is not yet in the database but his/her organization is already. Is this actually possible? – Guillaume Sorel Oct 21 at 8:01
  • i don't follow. how are you telling the person which Organisation? – petednz - fuzion Oct 21 at 20:36
  • are you wanting to give someone you know at the Org a link they can give to others who you don't know to use? – petednz - fuzion Oct 21 at 20:37
  • yes exactly! i want to be able to a send a personalized link to my contact in the organization that he/she will send to his colleagues and they will register themselves with a relation to the organization. this means I have to create each time a new link with the variable but it's part of job. I'm thinking about the simplest way to do this. – Guillaume Sorel Oct 22 at 9:26

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