Difference between revisions of "Creating a Contact Sign Up Page"

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{| class="wikitable"
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#Redirect [[Company Sign-Up Page Settings]]
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|[[Image:How.png|50px|link=]]
 
|This article will explain '''how''' you can implement this feature for use on your SmartSimple system.
 
|}
 
  
1. Click the '''Sign Up Organisation''' link.
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{{DeprecatedPage}}
 
 
2. Click the '''Settings''' [[Menu|menu]].
 
 
The [[Menu|menu]] now indicates that a company sign up exists.
 
 
 
3. Click the '''Contact Signup – No''' [[Menu|menu]].
 
 
 
The Contact sign up page for this organisation is displayed.
 
 
 
[[Image:ContactSignUpPage GeneralSettings.png]]
 
 
 
 
 
1. Set the '''Activate Page''' to '''Yes'''.
 
 
 
2. Select the fields in the Field Settings section.
 
 
 
3. Set the [[Role]] to Contact.
 
 
 
4. Click the '''Sample Template''' link for the '''Signup page Template'''.
 
 
5. Click the '''Sample Template''' link for the '''Confirmation page Template'''.
 
 
 
6. Click the '''Sample Template''' link for the '''New User Email Template - Body''' option if an email should be sent to the new contact.
 
 
7. Click any '''Save''' button.
 
 
 
==Previewing the Sign up Page==
 
 
 
Before you activate the sign up page, you should preview and ensure that the fields and formatting are suitable.
 
 
 
1. Click the '''Preview''' button.
 
 
 
The sign up page is displayed in a separate [[Browser|browser]] window.
 
 
 
2. Close the '''Preview''' window.
 
 
 
==Testing a Contact Sign up Page==
 
 
 
You can test the sign up page by copying the sign up page [[URL]] into a new [[Browser|browser]] window and completing the form.
 
 
 
1. Select the address in the sign up page [[URL]] text box.
 
 
 
2. Press '''Control + C''' or choose the '''Edit Copy''' [[Menu|menu]].
 
 
 
3. Launch a copy of your [[Browser]].
 
 
 
4. Select the '''Address line''' in the [[Browser]].
 
 
 
5. Press '''Control + V''' or choose the '''Edit Paste''' [[Menu|menu]].
 
 
 
6. Press the '''Enter''' key.
 
 
 
The contact sign up page is displayed.
 
 
 
[[Image:SignUp22.png|500px]]
 
 
 
 
 
7. Complete the appropriate details.
 
 
 
8. Click the '''Submit''' button.
 
 
 
The Confirmation page is displayed.
 
 
 
9. Close this [[Browser|browser]] window.
 
 
 
10. Click on the '''Organisation''', '''External Contacts''' link.
 
 
 
[[Image:Sign28.png]]
 
 
The contact is listed under the sign up organisation.
 
 
 
==See Also==
 
* [[Contact Sign Up Page Settings]]
 
 
 
{| class="wikitable"
 
|-
 
|[[Image:Why.jpeg|50px|link=]]
 
|Click [http://wiki.smartsimple.com/wiki/Multiple_Sign-Up_Pages_per_Company_-_Why%3F here] to learn why this feature is a benefit to your organization.
 
|}
 
 
 
[[Category:System Management]][[Category:Sign-Up Features]][[Category:Contacts]][[Category:How]]
 

Latest revision as of 07:43, 21 July 2017


Ambox warning pn.png This article is deprecated and the information contained within may no longer be correct.