Customize the Signup Form

Introduction

By default the member portal signup comes with some pre-built fields like

  • Email Address
  • Password
  • Name
  • Company Name
  • Website URL
  • Phone Number
  • Terms and Conditions (if activated)
  • credit card form (if activated)

Sometimes these fields aren’t enough and you’d need to collect more information about your members upon signup. That’s why OfficeRnD allows you to add more form fields for this purpose.

mceclip0.png

 

This article will guide you through the process of customizing the signup form of the OfficeRnD members portal. It will contain the following steps:

  1. Create custom property Mobile for members only
  2. Add form field for the Mobile property

Add Custom Properties

You can add custom properties for either companies or members. By default, only admins can see the custom properties. You can manage custom properties from Settings / Custom Properties

We’d like to add a property called “Mobile” and tell OfficeRnD that it applies only to members.

  1. Click “Add property
  2. Type “Mobile” for Name
  3. Choose “Members Public” for Applies to
  4. Click “Add

Note: The property's privacy should be set to "Members Public" in order to be visible on the signup form.

mceclip1.png

This will add this custom property to all members in the system. If you open some member profile you will notice it has been added.

mceclip2.png

So far we’ve created a custom property. The next step is to add it to the signup form.

Add Custom Property to the Signup Form

To add our new custom property to the signup form you should navigate to Settings / Apps / Public Pages and check the "Signup Page" option to enable the Signup page for your portal. The “Forms Fields” section will appear right below the Signup Page checkbox.

  1. Click “Add Field
  2. Pick “Mobile” for the Property field
  3. Type “Mobile Phone Number” in the Title field
  4. Check the Required checkbox to make the property required upon signup
  5. Click “Add

 

mceclip3.png

This will add the form property to the list.

mceclip4.png

If you open the portal signup page now, you will see that the new property has been added and members will be required to fill it in.

mceclip5.png

Was this article helpful?
4 out of 6 found this helpful

Comments

0 comments

Please sign in to leave a comment.