Design Your New User Signup Flow

This implementation guide has two parts: 1) Choose your signup method 2) Diagram your post-signup workflow (optional). When you’re finished, you will know which signup method to use, and have a finished diagram for your post-signup workflow.

Part 1: Choose your method Part 2: Post-signup workflow


Summary

Feature
All signup methods
You Need
An understanding of how customers subscribe to your services, and your post-signup flow (if any).
Code
No
Difficulty
◎◎

Self-Assessment: Choose a Signup Method

In this Self-Assessment, you will review Chargify's Signup Methods, and select the best method for your business.

1. Choose your signup method and review feature availability

You most likely have an idea of what method you want to use. Before implementing, make sure to review the New User Signup Overview, to confirm all feature availability.

 

2. Results

Based on your research in parts 1-3, get your implementation guide.

If you chose...

and your user...

Your guide is...

PSP is not logged in to your website/app when they sign up PSP Method 1: Website
Get started here
is logged in to your website/app, and is redirected to chargifypay.com when they signup PSP Method 2: Web App
Get started here
is logged in to your website/app, and stays in your app, on your domain, when they signup PSP Method 3: iFrame
Get started here
Chargifyjs is not logged in to your website/app when they sign up Chargifyjs Method 1: Website
Get started here
is logged in to your website/app, and stays in your app, on your domain, when they signup Chargifyjs Method 2: Web App
Get started here

Chargify Admin UI

is Staff

Create Subscriptions inside Chargify
Get started here

Salesforce

is Staff

Create signups in Salesforce
Get started here

Hubspot

is Staff

Currently no guide (use the Hubspot documentation instead)

Custom

n/a

There is no quickstart guide. Use the API documentation instead.

Design & Diagram: Your Post-signup Workflow

Designing your post-signup workflow is an important step, and typically one of the most difficult. To help, we're sharing a simple framework to think about your workflow.

1. Workflow framework

Workflows can be complex, but this framework will help you simplify. Workflows typically have 4 parts -- Trigger, Data, Filter, Action.

Step Name Description
1 Trigger How the workflow begins. Typically a Chargify webhook (or perhaps real-time if you're using Chargifyjs).
2 Data Determining the data you need, finding where it exists within Chargify data. Ask yourself if you have all of the data you need from the trigger step. If yes, continue. If not, make an API request to fetch any remaining data.
3 Filter(s) Add optional filter(s), that match criteria you care about. Example: if the customer signs up to the bronze plan, continue the workflow. If gold plan, do not continue.
4 Action Perform the action you care about. This could a Chargify Action (an API request to Chargify) or a Database Action (an update to your database).

 

Using the framework, we can ask simple questions to guide us through our thought process. Real workflow design can be much more complex than this, but this framework can help organize your thoughts.

Screen_Shot_2022-08-30_at_10.40.30_AM.png

 

2. Diagram your workflow

Start diagramming your workflow. Depending on your plan and onboarding package, if you have questions about which webhooks or APIs to use, ask your implementation consultant.

3. Select implementation method

There are 3 implementation methods for any type of workflow.

Method Select if... Example
No Code You already know the system that will power the workflow for you, or you hire a developer. You hire a developer.
Low Code You already know the system that will power the workflow for you, and some small code is required. Zapier
Custom Code
Most common
Developers
You, or your team, are developers who plan on writing custom code to build the workflow. You build an endpoint in your app that accepts Chargify webhooks and executes the workflow.
4. Start building

You're ready to get started. For full examples, see Building Workflows with APIs and Webhooks.


FAQs

  1. Can Chargify help me build my workflow?
    No. Chargify is a Product-focused company, rather than Custom-service-focused.

  2. Can Chargify help me determine which API endpoints and webhooks to use?
    Yes, depending on your Chargify Onboarding Plan. Ask your Implementation Consultant.

  3. What if I want to create subscription in another system?
    If you have the development experience, Chargify has the APIs to help. First, make sure the other system has the webhook(s) you need. If yes, set up an endpoint in your application that listens for that webhook, and use Chargify's create subscription API to create the subscription in Chargify.
Was this article helpful?
1 out of 1 found this helpful