Registration Forms

Overview

Registration forms allow users to create an account without submitting credit card information. They're especially handy when you have a lot of users that need accounts or if you're offering a free trial. 

However, keep in mind that if you're offering a free trial, there should be an upsell within the free trial location or an expiration date set within the registration form settings. This ensures that each account created through the registration form will expire unless users purchase a subscription and become paying customers. 

In this article, we'll cover several topics related to registration forms. First, we'll explain the difference between a registration form and an enrollment link. Next, we'll discuss how to create registration forms and customize them to your needs. 

We'll also explore how to apply certain settings to your registration forms to ensure they work the way you want them to. Finally, we'll cover how to set up promo codes to limit access to your registration form if needed. 

By the end of this article, you should have a good understanding of how to create effective registration forms that will help you manage your user accounts more efficiently.

Enrollment links vs. Registration forms

Enrollment links are links created within a location that point to an existing registration form. If the system finds a form for that location, it'll use that form; otherwise, it'll use a form applied to the system.

Enrollment links are mainly for managers at a location who can't create registration forms. They can use the links to send out to employees, which can be faster than creating each account manually.

It might be a little confusing to you right now, but as you read through the rest of this article, it will make better sense. 

For more information on the enrollment link feature, click here.

Creating Registration Forms

Head on over to the Registration Form section in the Super User Dashboard. From there you can either click the Add New Account button to create a new registration form, or you can choose from the existing registration forms in your system.

Location Settings Tab

Once you’ve clicked the Add New Account button, you’ll land on the Location Settings tab, this is where you can start applying certain settings to the registration form.

If a registration form is applied to a location, any enrollment link created in that location will point to that registration form.

If a registration form is applied to the system, it will be used as the fall back form for any enrollment links that can’t find a registration form.

Form Page Content Tab

Promo Codes Tab

Promo codes allow you to limit access to your system. If you enable this feature, a promo code will be required in order to create an account. To enable this feature, check the box next to Use Promo Codes.

Categories

Categories are a way to group promo codes together, there isn’t a limit, so dream big and have at it. 

Let’s say that you’ll be speaking at multiple events and you’d like to offer a free trial to people at each event. You can create a category for each event to keep track of the promo codes that you’ll be giving out.

Add Promo Code

In the Add Promo Code section, you can either add a single promo code or generate multiple code. 

NOTE - The promo codes are not case sensitive for users to enter in.

If you choose to add a single promo code, you’ll be presented with the following input fields.

If you choose to generate multiple promo codes at once, you’ll be presented with the following input fields

Import Promo Codes

This section allows you to import any promo codes that you might already have and assign them to a category.

Search Promo Codes

This section allows you to search for promo codes, change the status from active to inactive, get details on how many times they’ve been used, who used them and when they were used.