Difference between revisions of "Creating a System Generated Organization and Contact signup page"

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To create a combined signup page for an organization and contact at the same time follow these instructions:
 
To create a combined signup page for an organization and contact at the same time follow these instructions:
  
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# Go to “external hierarchy” under “organization” in the left navigation.
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# Create the [[Contact Sign-Up Page Settings|Contact Signup Page]].
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# You will need to create an organization that will hold all new organization and contacts. For example you may want to create a holding organization called “web registrants” to hold all organizations that have registered via this signup form.
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# Create the [[Company Sign-Up Page Settings|Companyt Signup Page]].
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# Once you have a holding organization, click on that organization's name to open its profile screen.
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# Go to the '''Attach Contact Sign up Page''' drop-down and select the Contact Signup page.  
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# On the desired organization profile screen, click on “settings”, then “contact signup”.
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# Return to the '''Update Behaviour''' field and set the '''Only create new organizations and allow contact signup''' option if contat should be created even if matching company is found.
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# This will open the contact signup page. Create the contact signup page as per this article [[Creating a Contact Sign Up Page|Creating a Contact Sign Up Page]]. Once you have created your contact signup page, move to the next step.
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# '''Enable Same Address''' option if you wish to have option to copy address from Company to Contact.
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# Go to “external hierarchy” under “organization” in the left navigation.
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# Enter text in the '''Same Address Button Label''' if you wish to customise the button.
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# Click on the desired holding organization you created in step 2.
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# Go to the '''Signup Page Template''' section and click on the '''Sample Template''' link.
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# On the selected organization's [[profile]] screen, click on “settings”, then “organization signup”.
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'''NOTE''':There are differences in the Standard Template used for a standalone Company sign-up page compared to one which has a contact sign-up page attached. The system enforces the correct template on save, displaying alerts if the wrong template is not used.  
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# Create the organization signup page as per this article [[Creating a Company Sign Up Page|Creating a Company Sign Up Page]]. Once you have created your organization signup page, move to the next step.
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# Click Save.   
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# On the organization signup page, you will see a label called “Attach Contact Signup Page.” Beside that, you will see a drop down. Click on the drop down and select the contact signup page you created in step 5.
 
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# Below “@INPUT_FORM@” in the signup page template add “@USER_INPUT_FORM@”. This will create the organization signup page with the contact signup page below. You can see an example of this in this article [[System Combined Sign-Up Page Template|System Combined Sign-Up Page Template]].
 
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# Most clients like to put the registration page on their login page. To do this, copy the “Standard” url and paste it into this code <a href="url goes here">Register here</a>. Then copy the entire string into your login page. (The login page can be found under “global settings”). 
 
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If you wish to create a registration process where the company is first registered and then a contact at the company is registered, you can add the [[URL]] for the Contact [[Sign-Up Pages|sign up page]] to the '''Company Confirmation Page Template'''.
 
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Revision as of 13:53, 12 July 2017

To create a combined signup page for an organization and contact at the same time follow these instructions:

  1. Create the Contact Signup Page.
  2. Create the Companyt Signup Page.
  3. Go to the Attach Contact Sign up Page drop-down and select the Contact Signup page.
  4. Return to the Update Behaviour field and set the Only create new organizations and allow contact signup option if contat should be created even if matching company is found.
  5. Enable Same Address option if you wish to have option to copy address from Company to Contact.
  6. Enter text in the Same Address Button Label if you wish to customise the button.
  7. Go to the Signup Page Template section and click on the Sample Template link.

NOTE:There are differences in the Standard Template used for a standalone Company sign-up page compared to one which has a contact sign-up page attached. The system enforces the correct template on save, displaying alerts if the wrong template is not used.

  1. Click Save.


See Also

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