Use the Registration portlet to collect user profile information that is used to define user login data. Any website requiring username/password login needs to use this portlet. The registration form can be customized very much the same way as a Contact Us Poertlet is. Add data-collection fields to your form and assign them using page# and order# to your registration process. Not: Registrations can be multiple pages in length (not just a single-page form).
1- | Portlet Name: | Title of the portlet being created. It allows you to quickly locate and edit it under the list of Registration Portlets. |
2- | Short Description: | A brief explanation to remind yourself about the information of this portlet. |
3- | Email Subject Text: | Content you want to appear on the subject line of the email that's sent to the individual registering. |
4- | Notify Admin: | Choose whether or not you want the administrator to be notified when an individual registers. |
5- | Required Admin Approval: | Choose whether or not the administrator needs to approve the individual registering before they have access to the information they are registering for. |
6- | # of Pages: | Determine how many pages you want the registration form to be. |
7- | Collection Statement: | Used to specify the privacy policy that governs the collection of data for the contact form. It's usually just brief legalese that covers the pertinent privacy points. A visitor has to indicate agreement in order to submit the form. |
8- | Opt-In/Consent Statement: | Content giving permission to the company to contact that person. A visitor has to indicate agreement in order to submit the form. For Example: I understand that "Company Name" may contact me with more information about its products and services. |
9- | Form Response Text: | Content that shows up for the individual to see after they submit their form. For example: Thank you for Registering with our company. |
10- | Email Message Text: | A message that appears in the body of the email that is sent back to the individual who is restering. |
1- | Profile Data Field Name: | Information that the individual registering can fill out. |
2- | Required: | Choose whether or not this information is required to be filled out before submitting the form. |
3- | Order: | Determine what order you want these fields to fall in. |
4- | Page: | If you decided that this registration form has multiple pages, you can choose which page you want that field to fall on. |
How to Setup a Registration Portlet.
- Select Portlets: Registration. View a summary of each Registration Portlet
- Select + adjacent to Portlet Actions for Registration. Add a new Registration Portlet displays.
- Enter the identifying name for this portlet and a brief description.
- Enter the subject text you would like to display in the email.
- Select your preferences in the Notify Admin and Require Approval fields.
- Select the number of pages for the registration.
- Select + Collection Statement. Enter the message you want to display. Note: This step is optional.
- Select + Opt-In Consent Statement if you want the user to consent to marketing messages. Enter the message you want to display. Note: This step is optional.
- Select + Form Response Text. Enter text.
- Select + Email Message Text. Enter text.
- Select Save Portlet.
- Then, configure your registration portlet.
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Locate the portlet in the portlet list and select the
.
- Choose which fields will be on your form.
- Select if that field is required, it's order and the page it will be on.
- Click Assign Fields.