Difference between revisions of "Creating a System Generated Organization and Contact signup page"
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# Go to “external hierarchy” under “organization” in the left navigation. | # Go to “external hierarchy” under “organization” in the left navigation. | ||
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# 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. | ||
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# Once you have a holding organization click on that organizations name to open its profile screen. | # Once you have a holding organization click on that organizations name to open its profile screen. | ||
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# On the desired organization profile screen click on “settings”, then “contact signup”. | # On the desired organization profile screen click on “settings”, then “contact signup”. | ||
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# 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. | ||
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# Go to “external hierarchy” under “organization” in the left navigation. | # Go to “external hierarchy” under “organization” in the left navigation. | ||
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# Click on the desired holding organization you created in step 2. | # Click on the desired holding organization you created in step 2. | ||
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# On the selected organizations profile screen, click on “settings”, then “organization signup”. | # On the selected organizations profile screen, click on “settings”, then “organization signup”. | ||
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# 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. | ||
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# 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. | # 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. | ||
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# 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]]. | ||
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[[Category:System Management]][[Category:Sign-Up Features]][[Category:Contacts]] | [[Category:System Management]][[Category:Sign-Up Features]][[Category:Contacts]] | ||
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Revision as of 14:15, 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 organizations 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 organizations 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.
