Challenge

A financial services company needed to manage exclusive early access to their platform through a waitlist system while simultaneously tracking referrals.

Users had to verify their eligibility with unique access codes before proceeding to account creation, and the system needed to preserve referral attribution across multiple page visits and product selections.

Solution

84EM developed a custom waitlist and referral management system that validates access codes before allowing users to proceed.

The system integrates seamlessly with the site’s forms to verify that users have valid codes and that codes belong to the correct email addresses.

When users enter valid credentials, they are automatically redirected to the appropriate onboarding flow with their referral information and product selections preserved.

Technical Implementation

• Custom database table to store and validate waitlist codes linked to specific email addresses.
• Gravity Forms integration that validates codes in real-time and controls user access based on code status.
• Browser localStorage system that preserves referral IDs, email addresses, product selections, and access codes across the entire site visit.
• Automatic form population that pre-fills user information when they return to forms during their session.
• Product selection tracking that captures which financial products users are interested in and carries that data through the signup process.
• CSV export functionality that allows administrators to download all waitlist codes and their redemption status for analysis.
• Dynamic redirect logic that sends verified users to the correct onboarding flow while sending unverified users back to the waitlist.
• UTM parameter preservation that maintains marketing campaign attribution across all internal navigation.
• Currency-based content switching that dynamically updates page sections based on user preferences stored in their session.

Results

The system successfully manages controlled access to the platform while maintaining complete referral attribution throughout the user journey.

Users experience a seamless onboarding process with forms that automatically remember their information and product preferences.

Administrators can easily track waitlist activity and code redemption rates to measure campaign effectiveness.