Difference between revisions of "Creating a System Generated Organization and Contact signup page"
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To create a signup page for an organization and contact at the same time follow these instructions: | To create a 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. | # Go to “external hierarchy” under “organization” in the left navigation. | ||
# 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. | # 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. | ||
− | # Once you have a holding organization click on that | + | # Once you have a holding organization, click on that organization's name to open its profile screen. |
− | # On the desired organization profile screen | + | # On the desired organization profile screen, click on “settings”, then “contact signup”. |
− | # 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. | + | # 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. |
# Go to “external hierarchy” under “organization” in the left navigation. | # Go to “external hierarchy” under “organization” in the left navigation. | ||
# Click on the desired holding organization you created in step 2. | # Click on the desired holding organization you created in step 2. | ||
− | # On the selected | + | # On the selected organization's [[profile]] screen, click on “settings”, then “organization signup”. |
− | # 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. | + | # 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. |
− | # On the organization | + | # 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. |
# 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]]. | # 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]]. | ||
− | + | 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'''. | |
==See Also== | ==See Also== |
Revision as of 15:49, 28 February 2014
To create a signup page for an organization and contact at the same time follow these instructions:
- Go to “external hierarchy” under “organization” in the left navigation.
- 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.
- Once you have a holding organization, click on that organization's name to open its profile screen.
- On the desired organization profile screen, click on “settings”, then “contact signup”.
- This will open the contact signup page. Create the contact signup page as per this article Creating a Contact Sign Up Page. Once you have created your contact signup page, move to the next step.
- Go to “external hierarchy” under “organization” in the left navigation.
- Click on the desired holding organization you created in step 2.
- On the selected organization's profile screen, click on “settings”, then “organization signup”.
- Create the organization signup page as per this article Creating a Company Sign Up Page. Once you have created your organization signup page, move to the next step.
- 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.
- 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.
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 page to the Company Confirmation Page Template.