Custom Combined Sign-Up Page

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Revision as of 16:46, 16 March 2012 by Mark Bridger (talk | contribs)

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To create a Custom Combined Sign-Up Page (also known as a hybrid sign-up page), follow the instructions below:

Note: A basic understanding of HTML and JavaScript is required to complete this task.

1. Create a 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.


2. Create a 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.


3. View the HTML source of both signup pages and join them together as desired.

  • Ensure there is only one form tag (see below), with action: /s_cpsignup.jsp
  • Both the ctoken from the company sigup and ptoken from the contact signup pages must be present. Example:
   <form action='/s_cpsignup.jsp' method='POST' onsubmit='return sb(this);'>
   
   <!-- this must be company signup page token -->
   <input type=hidden name=ctoken value="XVtQHUUGYFpfRBdfXxJSRlNZYg%3D%3D">
   <!-- this must be contact signup page token -->
   <input type=hidden name=ptoken value="XVtQC1oGYFpfRBdfXxJSRlNZYg%3D%3D">
  • Ensure there is only one Submit button.
  • If your Company and Contact signup pages both have a phone field. Rename the input for the contact phone to “uphone” example:
   <input type=text class='Large' name='uphone' id='uphone'>
   Leave the company phone as is.
  • The JavaScript validations for the "Contact Signup" and "Company Signup" should both be executed when submit is clicked.

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.