User Signup Feature Setup and Configuration

 

 

• Login Page Instructions Field - used to define instructions that are displayed on the Login Signup page.  The  HTML Editor option can be used to create and edit the instructions.
• Registration Form Selection Field - The Registration Form Selection Field allows Administration to select the Signup pages that will be used for the site. When PORTALPRODIGY is first installed, the only selection           available in this field is Default Registration. Administration can add to the selection list by clicking on the Quick Registration Builder Link and creating a new signup type.

 

• Default Registration versus Quick Registration - PORTALPRODIGY provides for two different approaches to new visitor signup: a single step rapid signup method, called Quick Registration, which requests a limited amount of information or a two step process, called Default Registration, which obtains a small amount of personal information in the first step then significant amounts in the second step. When PORTALPRODIGY is first installed, the only type of registration active is the Default Registration.

 

• Quick Registration Builder Link - Clicking the Quick Registration Builder Link accesses the Quick Registration Builder interface where a new Quick Registration can be added or an old one updated.

 

• Become a Member to Go To: - When Registration Form is set to “Become a Member” then clicking on Sign Up Here icon at login will drive visitor to option set for this field.

 

Click on the Edit icon to access the link management page. Select an option and then click on the Save button.

 

 

• Password Length Selection Field - The Password Length Selection Field determines the number of characters a login password requires before it is allowed to be saved when a new user signs up or when a Contact Record is updated..

 

• Enable Signup on Login Page: this is used to enable or disable the Signup option on the Login Page.  The default is Enable on all pages, which causes the Signup as New User to always be displayed on the Login page.  The Login page is displayed anytime a user clicks on an option that requires the user to be logged in.  Set to Enable on quick registration pages only to cause the Signup as New User to be displayed only on the Quick Registration Login pages. Set to Disable to remove the Signup as New User option from the Login page.

 

• Name Required for Default Signup Radio Button - If clicked to No, then a Contact Record can be saved with a blank Name Field. If clicked to Yes, then a Contact Record cannot be saved with a blank Name Field.

 

 

• Address Required for Default Signup Radio Button - If clicked to No, then a Contact Record can be saved with a blank Address Field. If clicked to Yes, then a Contact Record cannot be saved with a blank Address Field.

 

• Email Required for Default Signup Radio Button - If clicked to No, then a Contact Record can be saved with a blank Email Field. If clicked to Yes, then a Contact Record cannot be saved with a blank Email Field.

 

• Phone Number Required for Default Signup Radio Button - If clicked to No, then a Contact Record can be saved with a blank Phone Field. If clicked to Yes, then a Contact Record cannot be saved with a blank Phone Field.

 

• Default Contact Menu – this list box field is used to select a special options Contact Menu assigned to new Contacts.  A different Contact Menu can be selected for each Contact using Contact Management.  Contact Menus are used to provide links to features and content applicable to specific Contacts or groups of Contacts.  E.g. Media Type Contacts could be assigned a Contact Menu containing links to Media Information, News, etc; Customer Contacts could be assigned a Contact Menu containing links to their Orders, Order Policies, Return Policies, RMA Desk, etc.   Contact Menus are created and maintained using the Menu Builder Feature.

 

• Default Country Selection Field - If a Country is selected here, then that Country will always appear in the Country field of all features including new Contact Records and signup page by default.

 

• Default State Selection Field - If a State is selected here, then that state will always appear in the State field of all features including new Contact Records and signup page by default.

 

• Auto Broadcast Template Selection Field - The template selected in the Auto Broadcast Template Selection Field indicates the message to be sent to a contact when her Contact Record is first submitted to PORTALPRODIGY. Typically, this is used to automatically send Welcome! letters to individuals that have just signed up. No selections will appear in this field until message templates have been created using the Broadcast Feature.

 

• Response Notification Email Field - The Response Notification Email Field is used to indicate the email address of the individual that should be automatically notified of each new signup. For example, the membership chairperson. Each time a new signup occurs, an email message based on the selection in the Response Notification Template Field will be sent to the email address entered into the Response Notification Email Field.

 

• Response Notification Template - The template selected in the Response Notification Template Selection Field indicates the message to be sent to the email address entered into the Response Notification Email Field when a Contact Record is first submitted to PORTALPRODIGY. Typically, this is used to automatically send New Member Notification letters to staff or membership committees upon a new member signup. No selections will appear in this field until message templates have been created using the Broadcast Feature.

 

• Sample Biography Field - The Sample Biography Field stores sample data that is used in conjunction with the Press Release Feature. Permitted visitors can use the Press Release Feature to send press releases and to participate in the Media accessed biography data base where media contacts search for contacts such as experts for interviews and comments. Administration enters a sample biography here as a guide to visitors in creating there own biography record. When a permitted visitor is entering their own biography, they can click on a link to view the sample biography that was entered here.

 

• Sample Closing Statement Field - The Sample Closing Statement Field stores sample data that is used in conjunction with the Press Release Feature. Permitted visitors can use the Press Release Feature to send press releases.  The Press Release Feature requires that a permitted visitor set up their Press Release Closing Statement before using the feature. Administration enters a sample closing statement here as a guide to visitors in creating there own closing statement record. When a permitted visitor is entering their own closing statement, they can click on a link to view the sample closing statement that was entered here.

 

• Server Contact Data Subscription Folder - PortalProdigy provides certain contact data on a subscription basis. For example, media contacts for the Press Release Feature and Legislative, Regulatory, Judicial and Executive contacts for the LRCA Feature. The server path to that subscription path is entered here.

 

• Countries link – used to access Countries & Exchange Management.  Countries & Exchange Management is used to specify which Countries are listed in the Countries list box for all features.  This feature allows your organization to limit your mailing list and shipping to specific countries.   Countries & Exchange Management is also used to enter currency exchange rates for use by the Currency Converter feature.