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Signup Page

16 bytes added, 15:30, 8 September 2020
Using external verification services in your signup page
You can create a signup page that will confirm an organization’s charity status by selecting an organization based on a 3rd party database prior to registering that organization in your system.
The information from the selected database such as '''Name''', '''City ''' and '''State ''' is used to populate the organization signup page fields.
If the desired organization cannot be found in the 3rd party database (example it was added after the most recent update), you can provide a link to another signup page where that organization could still register.
===How to setup a signup page that uses the an external verification service===
 
Generally you setup each verification service in a similar way. Below is how you setup a signup page using the IRS verification option via Charity Navigator. Before you begin you need to setup a custom field to hold the '''Employer Identification Number''' (EIN) value. The EIN is a Federal Tax Identification Number, it is a unique nine-digit number assigned by the '''Internal Revenue Service''' (IRS) to business entities operating in the United States.
# In the '''Input Form''' section drag and drop the EIN custom field we created earlier from the '''Available Fields''' to the '''Selected Fields'''. This custom field is required in order to use the IRS verification feature.
# For '''Verification Service''' select '''Internal Revenue Service via Charity Navigator'''.
# Click '''Sample Instructions''' for both '''Search Instructions''' and '''Result Instructions'''.
# For '''Additional Automatic Field Population''' click the '''Add Mapping Field''' button that looks like a plus sign to create a new row.
# From the mapping field drop down select '''Lookup Field ID (EIN)'''.
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