Overview of the Sign Up Features

Overview

The sign up features provide a self-sign up service allowing customers, prospects, or even internal organisation staff to create their profiles within SmartSimple, and optionally be permissioned to use the system.

The Sign up feature is very powerful and used by many SmartSimple customers.

Characteristics of the Sign up Features

There are two types of signup pages:

• Company signup pages – used to create company records.
• Contact signup pages – used to create contacts at companies.

Sign up pages are created in SmartSimple and then generally linked to your web site.

Users going to these pages and completing the required information can create a company or contact record within SmartSimple.

If you use a contact sign up page it can be configured to enable the user to login. As part of this process the user will receive an email from SmartSimple containing their username and password.

Web Forms – You can associate a survey or assessment with the sign up page. The person signing up completes the form as part of the sign up process and the results are linked to their contact information.

Workflows - You can attach a SmartSimple workflow to the sign up organisation. This workflow will start automatically as soon as the user signs up. This workflow could be as simple as an alert message or acknowledgment of registration (if you are not giving login access).

Possible Uses for the Sign up Features

These features can be deployed in a number of ways:

• Subscription services – allows people to subscribe to newsletters and product updates.
• Self-registration services – allows employees and customers to self-register for access to your copy of SmartSimple.
• Secure access to information – provides controlled access to documentation and software downloads.
• User document upload– provides the ability to receive files in secure folders from customers.

If you format a sign up page to match your web site, this formatted page will be used within SmartSimple when you add a contact to that organisation from within SmartSimple.

Additional Contact Sign up Features

These are some additional features available when you sue the Contact Sign up pages:

• Custom email sign up message – You can customize a “welcome” email template that will be sent to users that sign up.
• Auto folder creation - a unique folder is automatically created for each new user and the user can upload files into this private folder.

Other SmartSimple Applications that Support Sign up Features

The company and contact sign up features are used to create general information within SmartSimple, however, other SmartSimple applications support sign up features specifically suited to the application.

• Universal Tracking Application - Sign up features in this application create level 1 entities – cases, projects, and referrals.
• Sales Tracking – Sign up features in this application are used to create sales leads. These sales leads exist only within the Sales Tracking application.
• Applicant Tracking – Sign up features in this application create applicants and provide functionality to automatically upload resumes and create a skill profile.