Creating a System Generated Organization and Contact signup page
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Revision as of 10:28, 15 May 2014 by Mark Bridger (talk | contribs)
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.
- Most clients like to put the registration page on their login page. To do this, copy the “Standard” url (example: https://mbridger2.smartsimple.ca/s_csignup.jsp?token=XVtQHUUGYF9QRRNeXxJRRVVWYg%3D%3D&ptoken=XVtQC1oGYF9QRRNeXxJRRVVWYg%3D%3D) 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”).
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.