Company Sign-Up Page Settings

Disambiguation - Contact vs. Company Sign-Up Pages

A contact sign up page is very similar to a company sign up page with the following differences.

Contact Sign-Up	Company Sign-Up
Contact standard fields displayed	Company standard fields displayed
Role used to specify the type of contact and custom fields required	Category used to specify the type of contact and custom fields required
Enables login	Not applicable
Optionally provides on-line folder for the user	Not applicable
Email welcome message	Not applicable
Enables contact as Applicant (in the Applicant Tracking System)	Not applicable

Sign Up Page Settings

1. Click the Account Signup – No menu.

The Company sign up page for this organisation is displayed.

This page consists of the following sections:

Company Sign up – General Settings

• Internal Entry – use this page when someone internally wishes to create a company. Generally this is not set.
• Internal Format - overrides default signup page format and uses internal formatting for custom fields, including having any hidden header fields present on the page.
• Use Security Token for Custom Fields - enhances security of external sign-up and template pages by validating the fields that are submitted with expected values.
• Use Captcha Validation - enables CAPTCHA validation on sign-up page.
• Match based on Local Hierarchy - Duplicate Check performed on new organization record only checks against organization records under new organization’s parent branch in the organizational hierarchy.
• Enable Address validation - Address, City, State/Province and Postal Code fields must be enabled.

• Activate Page – controls if the sign up page is active.
• Name Check

• Update profile for existing company - The system will check the company name, and if it exists, the company profile will be updated.
• Do not update profile for existing company - The system will not update profiles of existing companies. When this option is selected then a a new Update Restriction Message section is exposed. If this Update Restriction Message is left blank the it should not block registration, only prevent updating the existing details in the system. If this Update Restriction Message is populated then it should block registration, with end user presented with a pop-up displaying the contents of the restriction message field.
• Create new profile at all times - Has potential of creating duplicate records in system.

• Matching Field - Defaults to Company Name. Administrators can set the field that the system uses to match entries on the sign-up form to existing companies in the system.
• Default Country – controls the default country displayed in the country combo box. It also controls if States (United States) or Provinces (Canada) should be displayed first in the State/Province combo box.
• Attach Web Form – indicates the name of a SmartSimple web form that the user completes after completing the sign up page.
• Attach Contact Signup Page - associates a contact sign-up page with this company sign-up page, creating a hybrid sign-up page.
• Description – describes the purpose of the sign up page.
• Attach Workflow - enables a Workflow to be triggered off of a Company/User registration page

Company Sign Up – Page URLs

There are two URLs associated with each sign up page.

• Standard URL – the address of the sign up page. You use this link to access the page directly or embed the link within your web site.
• Email Broadcast URL – used in conjunction with the Email Broadcast application to display a company’s detail, and allow the recipient to update the company profile – without logging into the system.

Company Sign Up – Fields Settings

The Field Settings section of the sign-up page allows you to define the fields to display on the Signup page, as well as the order that they should appear.

The left hand side of the screen provides the fields that can be used.

The user can click on the drop-down to view the fields by category, based on whether they are standard fields, custom fields or category specific fields.

The user can drag the fields from the left hand side over to the right hand side. Fields listed on the right hand side appear on the Signup page in the order that they are listed.

Company Sign up – Category Settings

You associate the company sign up page to one or more company categories.

The categories can be selected using the Lookup, with the options avaiablle depending on the categories that you have set in your instance. The available actions are as follows:

• Add this category to profile: You select the categories that you wish to add against companies who sign-up to the system using the current page.
• Change profile to this category to profile: You select the categories that you wish to update the company who sign-up to the system using the current page.
• Remove from this category: You select the categories that you wish to remove from companies who sign-up to the system using the current page.

Categories Effect on Organisation

The categories selected can change the sign up company profile in one of three ways.

• The selected categories associated with the Sign up page are added to the company profile.
• The company can lose all existing categories and just have the current categories applied.
• The company can have the categories associated with the sign up page removed from their profile.

Company Sign Up – Page Templates

There are two HTML templates associated with the sign up page. You will need HTML skills to format these pages if you do not use the standard templates.

• Sign up page HTML template defines the HTML content for the sign up page. You will need HTML skills to manage this page if you do not use the standard template.
• Confirmation page HTML template defines the HTML content for the confirmation page.
• Click Standard template to add the standard HMTL format.

Company Owner

If you include a hidden variable in the signup page called assignmeasowner (something like “<input type=hidden name=assignmeasowner value=1>”), then the system will assign the person who creates the company to be the owner (including external users).

See Also

• Contact Sign-Up Page Settings