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  • 2012/07/04

Creating Registration Forms

Indexing the Form

Indexing a form allows you to assign various settings to the accounts that will be registered from the form. For this reason, all forms, regardless of whether they are template-generated or custom-created forms, need to be indexed.

Step 1: Form Settings

Form TypeControls whether a registration will be free, or whether a user will need to purchase a shopping cart product to complete the registration. If you are creating a "Paid Registration Form", you will need to create a product first.
NameGeneric name of the form. Appears to the user on the list of registration forms.
DescriptionDescription of the form. Appears to the user on the list of registration forms.
Account ExpirationEstablishes when an account registered from this page will expire. Note that you can set this to "Lifetime" but still have content expire individually (details).
Template GeneratedDetermines whether to use the template system to generate the page, or whether you will design and code the form manually.
CAPTCHAOnly available on template-generated forms. This will require that users input a CAPTCHA before they can start the registration process.
Exclude From ListIf this checkbox is ticked, the form will not appear on the list of registration forms.
E-Mail NotificationInput the e-mail address that you wish to notify of a registration from this form. The e-mail will be generated using the "Registration Complete" e-mail template. If left blank, the default company e-mail will receive the notice.
RedirectBy default, the program will display either the "Registration Complete" HTML template (if no products were purchased), or the "Registration: Post Purchase Thank You" HTML template if a product was purchased. However, if you input a URL for this field, those templates will be bypassed and the user will instead be redirected this the URL you specify in User StatusUthis field.
User StatusControls what status a user's account will be assigned after registration. The template displayed to the user after registration, as well as the e-mail template sent to the user after registration, is controlled by this setting. See the "Template" section below.
Restrict RegistrationDetermines whether users will need an access code to register from this form. Click here for more information.
Login LimitsDetermines whether accounts registering from this form will have a limited number of logins before their accounts are no longer accessible.
Required Product PurchasePaid Registration Forms Only: Allows you to select which products the user will have an option to purchase at registration. If only one product is selected, the user will be forced to purchase that product. Otherwise a list of options generated by the "Registration: List Products" HTML template will be displayed.
Protected Folder and User Grouping Access Granting & Newsletter Subscription Access Granting
Controls what content will be assigned to a user's account after a successful registration. Note that paid registration forms will also take into account the settings of the product being purchase, so if you are creating a "Paid Registration Form", we recommend ignoring the form content settings and instead relying on the product content settings to control what a user will have access to.

Step 2A: Template Generated

If you selected to create a "Template Generated" form in the Template Generated setting, you will see a screen that allows you to create fieldsets, each with their own unique name, description, page assignment, order on page, and fields.

When rendering the registration form, the program will group all fields together into a fieldset. This is rendered using the "Registration Page" template's sub-template entitled "Registration: Component Set". Each field within the fieldset will be rendered using the sub-template entitled "Registration: Field".

Step 2B: Custom "Stand-Alone" Page

If you selected to create a 'Custom "Stand Alone" Form' in the Template Generated setting, you will see a screen with two sections: page locations and required fields.

Simply input the full URL location of each page in the registration forms's sequence, and then add the exact (case sensitive) field names that are required on each page in the corresponding boxes below.


Based on the settings you selected when creating the form, the following templates will be used by the program:

  • Templates » HTML Templates
  • Templates » E-Mail Templates
SettingSetting ValueHTML Template DisplayedE-Mail Template(s) Sent
Paid Registration
Form TypePaid RegistrationRegistration: Post Purchase Thank YouRegistration Complete
Cart Purchase: Receipt
Free Registration
User StatusActiveRegistration CompleteRegistration Complete
User StatusPending E-Mail ActivationRegistration: Input Activation CodeActivation Code
User StatusPending Administrative ActivationRegistration: Awaiting Administrative ApprovalAwaiting Activation

Accessing the Form

Once created, you can access a registration form online from: ID Here

Note that even if you are using a custom registration form, we always recommend starting the process using the above link, as it clears any potential cookies issues that could occur when you have multiple forms in your system.

Creating Custom Forms

By default, registration forms are generated by the program's template system. If you choose to create a custom registration form, you will still need to add the form from the admin control panel. Just remember to set the Template Generated setting to 'Custom "Stand-Alone" Page'.