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Define the Registration Options

Zuora

Define the Registration Options

The Registration options allow you to define the fields for the registration form.

To define whether to use a password in the registration from, the following toggles are available at the top of the screen:

  • Password

    The Password toggle is selected by default. This allows the end user to register using a password. If you deselect the Password toggle, the Password Setup options are not displayed. For further information on the Password Setup options, see the Password Setup Options section below.

    Note: If you deselect the Password toggle, the Login options are also affected. For further information on the Login options, see the Define the Login Options topic.

  • One-time Password Code (Verification Code)

    The One-time Password Code toggle can only be de-selected if passwordless authentication is not configured; the Verification Code options are only displayed if this toggle is selected. This allows the end user to register using a verification code that is emailed to the specified email address.

Password Setup Options

The available fields for the Password form are as follows:

  • Text

    This defines a text field.

    To define the text, complete the following steps:

    You can remove this field as follows:

    1. Select the three dots at the end of the Text row
    2. Select Edit

      The Text dialog box displays.

    3. Enter the text you want to display in the text box

      Note: If you want to format the text, for example to include a heading or a list, use the formatting bar at the top of the text box.

    4. Select the Save button to save your changes and return to the Login screen. Selecting the Cancel button displays the Login screen without saving any changes
    5. Select the three dots at the end of the Text row
    6. Select Delete

      The field is deleted immediately.

  • Progress Bar

    This allows you to show or hide the progress bar. By default, the progress bar is shown.

    To hide the progress bar, complete the following steps:

    Note: The headings used on the Progress Bar match the Title text entered in your sections.

    1. Select the three dots at the end of the row
    2. Select Edit

      The Progress Bar dialog box displays.

    3. Deselect the Show Progress Bar checkbox
    4. Select the Save button to save your changes and return to the Registration screen. Selecting the Cancel button displays the Registration screen without saving any changes
  • Email Address

    This displays a field in which the end user can enter their email address

    To edit the text displayed, complete the following steps:

    1. Select the three dots at the end of the row
    2. Select Edit

      The Enter Email Address dialog box displays.

      At the top of the Enter Email Address dialog box, you can see a representation of the email address field as it appears in your form.

    3. Enter the label you want to display above the email address field in your form in the Input Box Label Text text box
    4. Enter the text you want to display in the email address field in your form in the Placeholder Text text box
    5. Select the Save button to save your changes and return to the Email Address screen. Selecting the Cancel button displays the Email Address screen without saving any changes
  • Password

    This defines the field that allows the end user to specify their password.

    To edit the text displayed, complete the following steps:

    1. Select the three dots at the end of the Password row
    2. Select Edit

      The Password dialog box displays.

      At the top of the Password dialog box, you can see a representation of the email address field as it appears in your form.

    3. Enter the label you want to display above the email address field in your form in the Password Input Label text box. By default, this is pre-filled with Password
    4. Enter the text you want to display in the password field in your form in the Password Input Placeholder text box
    5. Enter the text to display in the link, which allows the end user to display their password as it is entered, in the Show Text text box. By default, this is pre-filled with Show
    6. Enter the text to display in the link, which hides the password as it is entered, in the Hide Text text box. By default, this is pre-filled with Hide
    7. Select the Save button to save your changes and return to the Login screen. Selecting the Cancel button displays the Login screen without saving any changes
  • Button (Continue)

    This displays the Continue button, which your end user can use to move to the next step in the form

    To define the text used on the button, complete the following steps:

    1. Select the three dots at the end of the row
    2. Select Edit

      The Button dialog box displays.

      At the top of the Button dialog box, you can see a representation of the button as it appears in your form.

    3. Update the text in the Button Text text box
    4. Select the Save button to save your changes and return to the Email Address screen. Selecting the Cancel button displays the Email Address screen without saving any changes
  • Add Custom Text

    If you want to add custom text to your form, select the Add Custom Text button

    The Text dialog box displays.

    To define the custom text, complete the following steps:

    1. Enter the text you want to display in the text box

      Note: If you want to format the text, for example to include a heading or a list, use the formatting bar at the top of the text box.

    2. Select the Save button to save your changes and return to the Email Address screen. Selecting the Cancel button displays the Email Address screen without saving any changes
  • Add User Attribute

    If you want to add a field to obtain further information from the end user, select the Add A User Attribute button

    Note: You must have defined user attributes for any fields that you want to add. For further information on user attributes, see the User Attributes topic.

    The User Attribute dialog box displays.

    To add a single field, select the Add button at the end of the row for the user attribute you want to add. The Registration screen displays with the field added in the step.

    To add multiple fields, select the checkbox beside the user attributes you want to add, then select the Add Selected button. The Registration screen displays with each user attribute added as a field in the step.

    If you want to make a user attribute field mandatory in your registration form, select the Required toggle at the end of the row for the relevant user attribute.

    To edit the display of a user attribute field in your create password form, complete the following steps:

    For information on editing the user attribute, see the User Attributes topic.

    To delete a user attribute field, select the three dots at the end of the row for the relevant field, then select Delete.

    1. Select the three dots at the end of the row for the relevant field
    2. Select Edit

      The Edit dialog box displays.

    3. Edit the label displayed above the field in the Label text box. By default, this is pre-filled with the name of the user attribute
    4. If required, edit the text displayed in the field in the Place Holder (Optional) text box. By default, this is blank
    5. If required, edit the default value of the field in the Default Value (Optional) text box
    6. Select the Save button to save your changes and return to the Registration screen. Selecting the Cancel button displays the Registration screen without saving any changes
  • Add A Section

    If required, select the Add A Section button to add a step to your registration form

    By default, the new section contains the following fields:

    Select the Done button to save your changes and return to the Add Frictionless Form screen.

    • Title

      By default, the Title text box is pre-filled with New Section x. This is displayed on the progress bar. You can edit the text if required.

    • Progress Bar

      This allows you to show or hide the progress bar. By default, the progress bar is shown.

      To hide the progress bar, complete the following steps:

      Note: The headings used on the Progress Bar match the Title text entered in your sections.

      1. Select the three dots at the end of the row
      2. Select Edit

        The Progress Bar dialog box displays.

      3. Deselect the Show Progress Bar checkbox
      4. Select the Save button to save your changes and return to the Registration screen. Selecting the Cancel button displays the Registration screen without saving any changes
    • Button (Submit)

      This defines the Submit button

      To define the text used on the button, complete the following steps:

      Note: The button for the previous section is automatically updated to Button (Continue) and the pre-filled text reverts to Continue. If necessary, edit the button text for this button accordingly.

      You can also do the following:

      You can add as many steps as you require.

      1. Select the three dots at the end of the row
      2. Select Edit

        The Button (Submit) dialog box displays.

        At the top of the Button (Submit) dialog box, you can see a representation of the button as it appears in your form.

      3. Update the text in the Button Text text box
      4. Select the Save button to save your changes and return to the Login screen. Selecting the Cancel button displays the Login screen without saving any changes
      • Select the Add A User Attribute button to add user attribute fields to this step as described above
      • Select the Add Custom Text button to add a custom text field to this step as described above

Verification Code Options

Enter the text you want to display as a title for the Verification Code options in the Title text box. By default, this is pre-filled with Verification Code.

The available fields for the verification code are as follows:

If you want to add custom text to your form, select the Add Custom Text button

The Text dialog box displays.

To define the custom text, complete the following steps:

  • Text

    This defines a text field.

    The following default Text fields can be defined:

    • A message with a code has been sent to
    • Enter the code in the box below

    These can both be updated in the same way.

    To define the text, complete the following steps:

    1. Select the three dots at the end of the Text row
    2. Select Edit

      The Text dialog box displays.

    3. Enter the text you want to display in the text box

      Note: If you want to format the text, for example to include a heading or a list, use the formatting bar at the top of the text box.

    4. Select the Save button to save your changes and return to the Login screen. Selecting the Cancel button displays the Login screen without saving any changes

    You can remove this field as follows:

    1. Select the three dots at the end of the Text row
    2. Select Delete

      The field is deleted immediately.

  • Email Address

    This displays a field in which the end user can enter their email address

    To edit the text displayed, complete the following steps:

    1. Select the three dots at the end of the row
    2. Select Edit

      The Enter Email Address dialog box displays.

      At the top of the Enter Email Address dialog box, you can see a representation of the email address field as it appears in your form.

    3. Enter the label you want to display above the email address field in your form in the Input Box Label Text text box
    4. Enter the text you want to display in the email address field in your form in the Placeholder Text text box
    5. Select the Save button to save your changes and return to the Email Address screen. Selecting the Cancel button displays the Email Address screen without saving any changes
  • Enter Code

    This defines the enter code field.

    To define the enter code field, complete the following steps:

    1. Select the three dots at the end of the row
    2. Select Edit

      The Enter Code dialog box displays.

      At the top of the Enter Code dialog box, you can see a representation of the enter code field as it appears in your form.

    3. Enter the label you want to display above the enter code field in your form in the Code Label Text text box. By default, this is pre-filled with Code
    4. Enter the text you want to display in the enter code field in your form in the Placeholder text box. By default, this is pre-filled with e.g. 350271
    5. Enter the text you want to display to allow the user to request that the verification code is sent again in the Resend Text text box. By default, this is pre-filled with Didn’t get a code?
    6. Enter the text you want to display when the text is sent in the Code Resent Message text box. By default, this is pre-filled with Resent!
    7. Select the Save button to save your changes and return to the Login screen. Selecting the Cancel button displays the Login screen without saving any changes
    1. Enter the text you want to display in the text box

      Note: If you want to format the text, for example to include a heading or a list, use the formatting bar at the top of the text box.

    2. Select the Save button to save your changes and return to the Email Address screen. Selecting the Cancel button displays the Email Address screen without saving any changes