Quick Registration Builder

 

Used to create simplified registration (signup) forms that registrants can quickly complete.  When users register on the website, PORTALPRODIGY creates a contact record for the registrant where their registration information is stored.  The following is an example of a registration form created using the Quick Registration Builder.

 

 

Quick Registration provides the following benefits:

• Enables visitors to quickly register on the website.

 

• Enables Administrators to control the information required by users.

 

• Eliminates users forgetting their login names by using their email address as their login name.

 

• Intelligent automated search and matching of new registrants to existing contact records.  Finds matches to prospect records eliminating creation of duplicate records and enabling prospect conversion tracking and reporting.

 

• Intelligent processing logic integrated with registration process to identify transactions with organizations versus individuals.  This enables powerful marketing and reporting capability including aggregate reporting of revenue by both organization and individuals.

 

• Ability to create specialized registration forms that can be assigned to specific activities such Membership Signup, Event Registration, Shopping, etc.

 

• Ability to create user profile maintenance form.

 

• Streamline the registration process for new users by creating simple registration forms. 

 

• Creates a one step form that be used to replace the standard two step long form.

 

• Automatically assigns the users email address as their site login.

 

Building Quick Registration forms is simple and quick.  It is as easy as checking the fields to be included.  An additional checkbox allows the Administrator to specify whether a value is required by the registrant. 

 

The Quick Registration Builder automatically includes an Email Address and Password field on all registration forms.  The Email Address is used as the contacts Login Email Address and it is copied to the Home and Office Email Address fields in the registrants contact record and sets the Mail to Home or Mail to Office options accordingly, eliminating the need for the registration to specify these manually.  Also, automatically sets the user’s Contact Preference to Email.  PORTALPRODIGY Broadcasting feature uses the Contact Preference in conjunction with Mail To settings to determine how to send broadcasts to the contact and to where.

 

PORTALPRODIGY includes a Date of First Access field that is used to track when Prospects first login to or register on your organization’s website.  When the visitor submits their registration from, PORTALPRODIGY performs an Intelligent Prospect Matching search, which checks the database for an existing contact record.  It searches the following in the order listed below:

 

1. Login Email
2. Email (office or home) + Last Name 
3. Phone# (office or home) + Last Name + First Name

 

Note that when the Quick Registration form does not include the Phone Number field or it does but the Phone Number is not required and the registrant does not provide it (leaves it blank), it will not use search method #3.  PORTALPRODIGY then checks for the following one fo the following conditions and takes the specified action:

 

If a match is found and the Date of First Access field is empty and submission is from the Quick Registration form, PORTALPRODIGY will updates the existing record with the new values provided by the registrant including their email address and password; rather than creating a new contact record.   PORTALPRODIGY places the current date in the Date of First Access field to signify that the person has accessed the system for the first time.

 

If a match is found and the Date of First Access field is empty and submission is from Standard Registration, then PORTALPRODIGY displays the message “We already have a contact record on file for you.  Please update any information that has changed, then press submit to complete the registration process”.

 

If a match is found and the Date of First Access field contains a date, PORTALPRODIGY displays the message  - "The login email you have supplied is already in use.  Have you registered with us before?" with Yes & No options. 

 

• If "No" is selected then display "Please select one of the following options:"

 

• If "Yes" is selected then display "Please select one of the following options:"

 

• "Email me my password"

 

• "Display password hint"

 

• "Request Help"

 

• If "No" is selected PORTALPRODIGY displays "Please select one of the following options:"

 

o       "Enter a different email login address"

 

o       "Request Help"

 

If no match, PORTALPRODIGY will create a new contact record.