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− | To create a Custom Combined Sign-Up Page (also known as a hybrid sign-up page), follow the instructions below:
| + | #REDIRECT [[Creating a System Generated Organization and Contact signup page]] |
− | Note: A basic understanding of HTML and JavaScript is required to complete this task.
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− | 1. Create a '''Company Signup''' page within [[SmartSimple]]. Remember to set (as required):
| + | {{DeprecatedPage}} |
− | * 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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− | 2. Create a '''Contact Signup''' page within [[SmartSimple]]. Remember to set (as required):
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− | * The '''mandatory''' and '''optional''' standard fields.
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− | * The contact [[Role|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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− | 3. View the HTML source of both '''signup''' pages and join them together as desired.
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− | * Ensure there is only one form tag (see below), with action: '''/s_cpsignup.jsp'''
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− | * Both the '''ctoken''' from the company sigup and '''ptoken''' from the contact signup pages must be present. Example:
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− | <form action='/s_cpsignup.jsp' method='POST' onsubmit='return sb(this);'>
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− | <!-- this must be company signup page token -->
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− | <input type=hidden name=ctoken value="XVtQHUUGYFpfRBdfXxJSRlNZYg%3D%3D">
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− | <!-- this must be contact signup page token -->
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− | <input type=hidden name=ptoken value="XVtQC1oGYFpfRBdfXxJSRlNZYg%3D%3D">
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− | * Ensure there is only one Submit button.
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− | * If your Company and Contact signup pages both have a standard phone field. Leave the company field as is and rename the input for the contact phone to “uphone” example:
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− | <input type=text class='Large' name='uphone' id='uphone'>
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− | * The JavaScript validations for the "Contact Signup" and "Company Signup" should both be executed when submit is clicked.
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− | 4. '''Save''' the page.
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− | 5. Create a web enabled [[Smart Folder]] and store the modified page in the folder.
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− | 6. Select the [[URL]] for this file through the '''File Options'''.
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− | 7. Use this [[URL]] as the link in the website.
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− | [[Category:System Management]][[Category:Sign-Up Features]]
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