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Manage Member Registration Fields and Email Approval Template

This section explains the task of managing member registration fields and the email approval template:

 

1.Go to Contegro Start > Administration and select Global Module Settings.
Contegro Start > Administration > Global Module Settings

2.Select Member Registration in the Module Name column.
Select [Member Registration] link

3.By default, the Member Registration Manager displays the fields listed below in a single container:
 

Company Name

Title

First Name 

Last Name

Login Name 

Email & Confirm Email 

Password & Confirm Password

Position

Phone

Fax

Mobile

Website Address

Physical Address

MemberAddress2

 

MemberAddress3 

Postal Address

MemberPostal2 

MemberPostal3 

Country 

Region 

 

 

Note: The fields listed above cannot be deleted, however they can be set to show/hide in the Member Registration module instance settings at page and template level.

 

Tip: To add a title to the container, click Edit, enter title in the plain text field and click Save.
Step 1 - Click EditStep 2 - Enter container name and click SaveResult - Container name is saved

 

4.The Drag & Drop Fields area contains the available elements for constructing and integrating additional custom fields into a member registration form. Simply drag and drop as many text only, input, list and/or managed fields as required into one or more containers. The table below provides an explanation of each element available in the Drag & Drop Fields area:
 

Note: See step 6 for more information on selecting (or setting) each elements properties.

 

Drag & Drop Fields - Member Registration Form field elements explained Drag & Drop Fields - Form field elements explained

Member Registration global module settings

Field Title

Description

Text Only Fields

Heading

The Heading element can be used to add a header title (and label) above your form or as a way of separating sections within the form.

Description

The Description element can be used to add a description either below the 'Heading' element, below form fields to provide additional information to site users or as a way of separating sections within the form.

Hidden Field

The Hidden Field element allows you to add content to your form that is not published on the live site.  This field is ideal for capturing information relating to a marketing campaign that is linked from another site.  For example, if you have a banner ad that links through to this form from an external website, the unique campaign code or search word within the link could be added within the hidden form element allowing you to capture the original link or site each visitor originated from.

Input Fields

Text Box

The Text Box element is displayed as a standard input field within your form. Use this field to provide your visitors with a way of entering a single line of plain text in the form, for example "First Name" or "Last Name".

Memo Box

The Memo Box element is displayed as a multi line field with a scroll bar. Use this field to provide your visitors with a way of entering multi lines of plain text, for example "Comments" or "Additional Information".

Date/Time Field

The Date Time element displays a Date field with calendar picker or a Date and Time field with calendar picker and time drop down.  Ideal for use in a booking or "Call Back" request form.

Date Drop Down

The Date Drop Down element allows visitors to specify a date using three separate drop down lists; the first drop down displays the days of the months (i.e. 1-31), the second drop down displays the months of the year in numeric form (i.e. 01-12) and the third list displays the year.

 

You can also set the Start Year and End Year within the element properties. If the 'Start Year' field is left blank, the year will default to current year, minus 100.  If the 'End Year' field is left blank, the year will default to the current year.

 

This element is Ideal for use in a booking form or any form where date information is required.

Email Field

The Email Field input element is displayed as a standard input field that supports email addresses only. Use this field to provide your visitors with a way of entering their email address. Only correctly formatted email addresses are allowed.

 

Note: If the "Confirm Address" checkbox is selected, an additional confirmation field will be added to the form.  When visitors insert their email address in the email field, they will be required to confirm their email address. Visitors will receive a warning if the email addresses do not match. The confirmation option helps to reduce emails addresses being entered incorrectly. 

Number Field

The Number Field element is displayed as a standard input field that supports numeric characters only. Use this field to provide your visitors with a way of entering a numeric value such as 'Price' or 'Weight' values.

Yes/No Tick Box

The Yes/No Tick Box element displays a single tick box. Use this field to provide your visitors with a way of confirming or giving permission. For example; "I have read the terms and conditions" or "Would you like to receive our special offers by email?".

 

Choose Yes or No in the "Default" field to select whether the checkbox is ticked or unticked by default (Ticked=Yes, Unticked=No).

List Fields

Drop Down List

The Drop Down List element displays a single select drop down list. Use this field to provide your visitors with a way of choosing a single value from the list.

Multi Select List

The Multi Select List element displays a list box with scroll bar (depending on the number of values within the box). Use this field to provide your visitors with a way of choosing multiple values from a list. For example; a 'Product' list which displays values such as; "ProductA", "ProductB", "ProductC", etc. Visitors can select multiple products from the list by holding the CTRL key and selecting one or more values with the left mouse button.

Check Box List

The Check Box List element displays a multi select check box list. Use this field to provide your visitors with a way of choosing multiple values from a list.  For example; a 'Which services would you like to know more about' field which displays values such as; "Gardening", "Cleaning", etc...

Radio Button List

The Radio Button List element displays a single select radio button list. Use this field to provide your visitors with a way of choosing a single value from the list.  For example, a field which displays age ranges (13-18, 19-26, 27-35, etc).

Managed Fields

Region Selector

The Region Selector element can set to display as a drop down list of regions or a single plain text field where visitors can enter their region manually

 

Note: If a Country is selected from the Country drop down list (see 'Country Selector' element below) and it has no associated Regions, the region drop down list will be hidden.  To associate Country and Region values, go to Contegro Start > Administration > Lists > Associations.

Country Selector

The Country Selector elements displays a drop down list of countries.  If the Region Selector element also resides in this form, a list of regions associated to the selected country will be displayed.

 

Note: To associate Country and Region values, go to Contegro Start > Administration > Lists > Associations.

List Selector

The List Selector element can be used to display any type of list field (drop down, radio button, checkbox or multi select); depending on your selection.

 

You can also create associations between two List Selector elements (drop down only), which provides a sub list facility whereby the values shown in the sub list is dependent upon the main list. For example, a Country list with a Region sub list, the list of regions shown is dependent on the country selected.

 

Key Info: In order for an association to occur between two List Selector elements, you must ensure that they are placed directly above or below each other.  If another element is placed between the two List Selector elements, the association will be lost.

Notes: To manage lists, values and associations, go to Contegro Start > Administration > Lists.

Custom Fields

Email Sign-up

This element will only appear in sites that use Contegro's Email Marketing add-on module.

Container

Container

The container element is used to group elements (or fields).  Add additional containers to your form as a way of separating sections.

 

Note: Please contact your Contegro partner to change the layout or formatting of elements to suit your individual requirements.

 

5.When an element is inserted within a container, the following information is displayed; Element Name, Element Label, Control Bar and Element Properties.
Member Registration Global Module Settings - Element Properties

Element Controls

Function

Drag Me
Drag Me button

This is the drag and drop selector, which allows you to:
   - Reposition a container (including elements) above or below another container,
   - Reposition elements within a container or,
   - Move elements from one container to another.

Delete
Delete Form Element button

Click on the [Delete] button to permanently delete custom form field elements that are no longer required.

 

Note: The default form field elements listed in step 3 cannot be deleted, however they can be set to show/hide in the Member Registration module instance settings at page and template level.

Expand/Collapse
Element Properties Expand & Collapse buttons

Toggle Expand/Collapse button to show/hide element properties.

 

6.Use the [Expand] button in the to view and update element properties as required.
 

Member Registration Element Properties explained Element Properties explained

Default Element Properties

Function

Label

Use this field to set the field label for each element. The label should relate to the information required (e.g. First Name, Email Address, etc).  The label is displayed alongside each field in the form on the live site if the 'Show Label' tick box below is enabled.

 

Tip: The label is also displayed as the column label in the Members Subscriber Report; this enables Contegro administrators to easily identify information within a report.
The element label is displayed in the form on the live site as well as the Members Subscriber report

Show Label
(Tick box)

Enable tick box to display the field label (see above) alongside the form field on the live site.  Disable tick box to hide the label on the live site.

Required
(Tick box)

Select this tick box to force validation.  All field elements with this tick box enabled will become mandatory fields within the form.  Disable tick box to remove validation.

 

Note: If the checkbox is selected, an asterisk (*) will be displayed alongside the label (or field name) on the live site.

Field ID

By default, the 'Field ID' field is populated with the element name and a sequential number, which makes the Field ID unique. We recommend that you update the field ID to be more meaningful; ensuring that the following rules are adhered to:

The Field ID must be unique; you cannot duplicate the field id of any other elements within this form.  Where possible, ensure that all Field IDs are unique to each form.

You must not use any symbols or spaces to separate text within this field.
i.e: Time & Date must be entered as "TimeDate".

 

The Field ID can be used as a variable name within the 'Confirmation Message' and 'Email Message' fields in Member Registration module instance settings at page and template level.  Simply insert the Field ID between square brackets to create a variable (e.g. [FirstName]).

Element Specific Properties

Function

Auto Subscribe
(Email Sign-up element)

NB: This is a custom element relating to the Email Marketing add-on module only.

 

Enable 'Auto Subscribe' tick box within the Email Sign-Up element to automatically create subscriber accounts when the form is submitted.  If the tick box is disabled, a 'Newsletter Sign-up' tick box will be displayed within the form, giving site visitors the option of subscribing.

Columns
(Check box and Radio button
list elements only)

By default, Check Box and Radio Button list values are displayed in a single column on the public page and will only wrap to a second or third column when the maximum amount of values for one column is reached.  Enter a numeric value in this field to set the amount of columns in a list element.

Confirm Address Field
(Tick box option in Email Field element)

If the "Confirm Address Field" tick box is enabled, an additional confirmation field will be added to the form in the Email Address field.  When visitors insert their email address in the email field, they will be required to confirm their email address. Visitors will receive a warning if the email addresses do not match. The confirmation option helps to reduce emails addresses being entered incorrectly.

Currency
(Number Field only)

If the Currency tick box is enabled, the number entered in this element will default to a currency value.  You can specify the symbol to show within the plain text field.

 

Note:  If the 'Currency' tick box is enabled, the default setting of '2' will overwrite the value set in the Decimal Places field.

Date & Time Format
(Date Time element only)

Select which fields show in the Date Time element.  You can set this field to display the Date field with calendar date picker, Time drop down selectors or both.

Decimal Places
(Number Field only)

Enter a numeric value to limit the number of digits to the right of the decimal point.

 

Note:  If the 'Currency' tick box is enabled, the default setting of '2' will overwrite the value set in this field.

Default
(Date Time element only)

Select the 'Todays Date' radio button option to set the default date in the calendar date picker to todays date. Select 'None' if you do not wish to show a default date.

 

Note:  This setting only applies if you select 'Date' or 'Date & Time' in the Date & Time Format field above.

Default List Option
(Drop down & Radio button  list elements only)

This is an optional field within the Drop Down List and Radio Button List element properties. Use this field to specify the list value to display by default.  The list value entered in this field must be exactly the same as one of the values entered in the "Enter List Options" field.

Default Value

(Text Box, Memo Box &

Email Field elements)

The Default Value field allows you to populate forms with preset text.  To add preset text, enter the value within this field; which will be displayed in the form field on the live site.

 

Tip: Pre-populating forms with member account details - Use the Field ID of any element within the Member Registration module global settings to create a variable.  For example, if you are using an Email Field element in your form, you can use the Member Registration Email Address Field ID to create a default value in the Email Field element default field - [EmailAddress] (Note: remember to include the square brackets). If the default value is set and a member is logged in, the form will auto-populate the field with the members email address.

Default Value
(Managed List element only)

Set the default value to show in the Manage List element on the live site.  For example, if you have selected a Region list, you can enter the default region to show by default (e.g. Waikato or Auckland).

 

Note: The default value entered in this field must match a list value in the selected list (e.g. if Auckland is entered in this field, the selected list must contain 'Auckland'.

Enable By Default
(Email Sign-up element)

NB: This is a custom element relating to the Email Marketing add-on module only. Note: If the 'Auto Subscribe' tick box within the Email Sign-Up field element is enabled, this setting will be overridden.

 

Enable tick box to set the 'Newsletter Sign-up' tick box to enabled by default. Disable to allow site visitors to choose whether they wish to subscribe.

Enable fill-in choice
(Radio button, Drop down and

Check box list elements only)

When selected, an ‘Other’ value will automatically be added to the list element. If required, use the plain text field to change 'Other' to a custom value.  When this value is selected within the form on the public page, a plain text box will appear which allows the visitor to enter additional information.

End Year
(Date Drop Down element)

The Year drop down list within the Date Drop Down element can be set to show a specific end year or leave blank to show default setting (i.e. current year).

Enter List Options
(Drop down, Multi select,
Radio button and  Check box list elements only)

Enter comma delimited list values for use in a drop down, radio button, check box or multi select list.

 

Note: Pressing [Enter] or [Return] on your keyboard will also separate list values. Use a forward slash to separate items shown in a single line, eg: Magenta / Violet / Mauve will be displayed in the following way in a check box list:
Example_ListOptions

File Types (eg: doc, pdf)
(File Upload element only)

Set the types of file permitted for upload when using the File Upload field element in a form.  Add permitted file extensions within this field, separated by a comma (e.g. pdf, jpg, gif).

Format String
(Display Field element only)

Use format strings to retain formatting in the Display Field. For example, if the Display Field element is used to display a numeric value previously entered in the Number Field element in a multi page form, you can use the following format string to retain the decimal place - {0:00.000}

 

Specifier

Type

Format

c

Currency

{0:00.000}

d

Decimal (digit placeholder)

{0:c}

In-Field Label

(Text Box element only)

Use this field to add an inline label to any form field created using the Text Box element.  The text entered in this field will  be used to create a label that sits within the field and will continue to display until it is replaced by data entered by the user.

 

In-Field_Label_Live

List
(List Selector element only)

The manage list option enables associations between lists, which provides a sub list facility whereby the values shown in the sub list is dependent upon the main list. For example, a Country list with a Region sub list, the list of regions shown is dependent on the country selected.

 

Setup of a single a List Selector element        Setup of a single List Selector element:

Select a list of predefined values (generated using the List Manager).

 

Setup of associated List Selector elements        Setup of associated List Selector elements:

1.First Managed List Element: Select the parent list of predefined values, e.g. Country (generated using the List Manager).

2.Second Managed List Element: Select the sub list of predefined values, e.g. Regions (generated using the List Manager).

Max Characters
(Text Box & Memo Box elements)

Enter a numeric value to set the maximum number of characters allowed in this element. This setting is unique to each instance of the Text or Memo box elements within a single form or multiple forms.

Maximum file size (KB)
(File Upload element)

Set the maximum file size allowed in kilobytes (KB) when using the File Upload field element.

No. of Lines to show
(Memo Box element only)

Enter a numeric value to set the maximum number of lines to show in the memo box element.   This value sets the height of the memo box in the form; vertical scrollbars will automatically appear if the text entered in this field exceeds the number of lines set to show.

Parent List
(List Selector element only)

1.First List Selector Element: By default, the "None" value is selected.

2.Second List Selector Element: Select the "Field ID" of the related List Selector element from the drop down list.

 

Key Info: In order for an association to occur between two List Selector elements, you must ensure that they are placed directly above or below each other.  If another element is placed between the two List Selector elements, the association will be lost.

Range

(Number Field only)

Use the 2 plain text fields to define the range (minimum and maximum) of supported values.

Required Message
(Yes/No Tick Box element)

Enter a required message which will show if the 'Required' tick box is enabled in the Yes/No Tick Box element.  This message will only show if the field is not completed before the Submit button is selected.

Set List
(Email Sign-up element)

NB: This is a custom element relating to the Email Marketing add-on module only.

 

Select from a list of existing newsletter subscriber lists within the Set List drop down.  All site visitors who successfully submit the form will be added to the selected subscriber list.

Start Year
(Date Drop Down element)

The Year drop down list within the Date Drop Down element can be set to show a specific starting year or leave blank to show default setting - current year, minus 100.

Show "Please select..." (Checkbox)
(Drop down list element only)

To show ‘Please Select’ as the default list value, leave the Default Text field blank and tick  the 'Show "Please select..."' checkbox.

Text
(Heading & Description elements)

Use the text field for your description or heading. This can be used in conjunction with the

label to show more information or as an alternative to the label.

Value

(Hidden Field element only)

The hidden field allows you to add content to your form that cannot be viewed on the live page.  For example, if you have a banner ad that links through to this form from an external website, you can add the unique campaign code or search word within the Value field; allowing you to capture the original link or site each visitor originated from.

 

7.The email template message allows you to manage the text that appears in the body of the confirmation email sent to members once they have registered. To update or set the email approval template, click into the Approval Email Template field and edit as required. The following variable options may be included email message which will be replaced by the information entered within the member registration form.  The variables are case sensitive and must be entered exactly as shown:
 

[SITE_NAME]
[FIRST_NAME]
[LAST_NAME]

[EMAIL_ADDRESS]

[LOGIN_NAME]

[PASSWORD]
[COMPANY_NAME]

 

Note: You can also specify any field to show in the email by entering the Field ID within brackets, e.g. [MemberFax]. The Field ID of each member registration form field can be found within the element properties.  The basic HTML tags listed below may also be used in the email template (Note: Replace content between the opening and closing tags):
<strong>Bold tag</strong>
 <em>Italics Tag</em>
<u>Underline Tag</u>
<h1>Heading 1 Tag</h1>
<h2>Heading 2 Tag</h2>
New lines will be replaced with the HTML "<br />" tag.

 

 

 

See also
Manage Modules (at template level)
Manage Member Registration modules (at page level)