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| − | To convert fields in an application into an actual contact requires the following sequences of steps:
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| | + | See [[Signup_Page]] |
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| − | 1. [[Creating a Company Sign Up Page]]. Remember to set (as required):
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| − | * The mandatory and optional standard fields.
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| − | * The company categories.
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| − | * Insert the sample sign-up and confirmation template - required to save the page.
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| − | * Click the Activate Page option button.
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| − | * Set the Name Check field as appropriate (update profile or create new profile).
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| − | * Click the Save button.
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| − | Make note of the token reference in the standard URL.
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| − | 2. [[Creating a Contact Sign Up Page]]. Remember to set (as required):
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| − | * The mandatory and optional standard fields.
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| − | * The contact roles.
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| − | * Insert the sample sign-up and confirmation template - required to save the page.
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| − | * Click the Activate Page option button.
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| − | * Set the Email Check field as appropriate (update profile or create new profile).
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| − | * Set the Enable Login - if required.
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| − | * Click the Save button.
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| − | Make note of the token reference in the standard URL.
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| − | 3. Create a '''HTML''' document to act as the '''Combined Sign-up page'''.
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| − | [[Image:SignUpHTML.PNG]]
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| − | 4. Modify the token references to the two tokens noted in steps 1 and 2.
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| − | [[Image:Signup.png]]
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| − | 5. Place the following first function in the head of the HTML.
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| − | [[Image:HeaderFunction.PNG]]
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| − | 6. Place one of the following second functions within the body just prior to the closing body tag (</body>).
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| − | '''Form Field Population'''
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| − | [[Image:FormFieldPopulation.PNG]]
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| − | '''HTML Element Population'''
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| − | [[Image:HTMLElementPopulation.PNG]]
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| − | 7. Replace "field1" or "element1" etc. with the actual form or element id name and "parameter1" with the parameter name.
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| − | [[Image:ReplaceField.PNG]]
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| − | 8. '''Save''' the page.
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| − | 9. Create a [[SmartFolder]] and upload the modified page to this folder.
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| − | 10. Select the URL for this file through the File Options.
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| − | [[Image:ViewURL.PNG]]
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| − | 11. Select the ‘Settings’ option within the UTA that you wish to create the contact from.
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| − | 12. You will require [[Custom Fields]] to hold information on the ‘Contact’ you wish to create (e.g. First Name, Last Name, Phone Number, etc). If these are not already present then these must be created.
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| − | 13. Create a [[Custom Field Type: Read Only – System Variables]]. This is the field that will act as you button or link to create the contact on the system. Therefore it should be named appropriately (e.g. “Create Contact”).
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| − | 14. In the Variables section paste in the following HTML tags . . .
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| − | [[Image:Variables.PNG]]
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| − | 15. Modify the HTML so that it references . . .
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| − | * the correct URL for the sign-up page in the SmartFolder,
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| − | * the correct parameter names as used in step 6
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| − | * the correct custom field ids for the corresponding contact information as defined in step 11.
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| − | NOTE: You will not need to use the full URL, only the section following on from the web alias.
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| − | [[Image:CreateContact.PNG]]
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| − | 16. Click Save.
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This article is deprecated and the information contained within may no longer be correct.
