Creating a System Generated Organization and Contact signup page

To create a signup page for an organization and contact at the same time follow these instructions:

1. Go to “external hierarchy” under “organization” in the left navigation.
2. 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.
3. Once you have a holding organization, click on that organization's name to open its profile screen.
4. On the desired organization profile screen, click on “settings”, then “contact signup”.
5. 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.
6. Go to “external hierarchy” under “organization” in the left navigation.
7. Click on the desired holding organization you created in step 2.
8. On the selected organization's profile screen, click on “settings”, then “organization signup”.
9. 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.
10. 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.
11. 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.
12. 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 loginpage 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.

See Also

• Creating a Contact Sign Up Page
• Creating a Company Sign Up Page
• System Combined Sign-Up Page Template