Custom Combined Sign-Up Page

To create a Custom Combined Sign-Up Page, follow the instructions below:

1. Create a standard Company Signup page within SmartSimple. Remember to set (as required):

• The mandatory and optional standard fields.
• The company categories.
• Insert the sample sign-up and confirmation template - required to save the page.
• Click the Activate Page option button.
• Set the Name Check field as appropriate (update profile or create new profile).
• Click the Save button.
• Make note of the token reference in the standard URL.

2. Create a standard Contact Signup page within SmartSimple. Remember to set (as required):

• The mandatory and optional standard fields.
• The contact roles.
• Insert the sample sign-up and confirmation template - required to save the page.
• Click the Activate Page option button.
• Set the Email Check field as appropriate (update profile or create new profile).
• Set the Enable Login - if required.
• Click the Save button.

Make note of the token reference in the standard URL.

3. Edit the attached signup page and modify the token references to the two tokens noted in steps 1 and 2.

4. Save the page.

5. Create a web enabled Smart Folder and store the modified page in the folder.

6. Select the URL for this file through the File Options.

7. Use this URL as the link in the website.