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Define a Registration Form

Zuora

Define a Registration Form

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To configure the fields in your registration form, select the Registration button and perform the following steps:

  1. Toggle to select the OTP code option. When enabled, a One Time Password (OTP) will be sent to the user’s email address. The registration process will conclude upon entering the OTP for verification. Additionally, the Post Form Submit section with the following options is displayed:
    • Page Refresh - Automatically refreshes your website's screen upon successful registration.
    • Confirmation Message - Displays a confirmation message upon successful registration.
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      You can also preview and validate your form in real-time, with updates displayed instantly in the Preview window located on the right side of the screen.
  2. OTP Verification
    • Toggle to enable or disable the progress bar in your form.
    • Click the dropdown arrow located at the end of the row.
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    • Modify the text details as required.
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    • Add custom text to your form by selecting the Custom Text button.
    • Add an existing user attribute to the form by selecting the User Attribute button. To add a new attribute, navigate to Identity > User Attributes > Add a User Attribute.
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  3. Password Setup
    • Toggle to enable or disable the progress bar in your form.
    • Customize the button label that will be displayed on the progress bar.
    • Click the dropdown arrow at the end of the required row and modify the details as required.
    • Add custom text to your form by selecting the Custom Text button.
    • Add an existing user attribute to the form. To add a new attribute, navigate to Identity > User Attributes > Add a User Attribute.
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    • Click the Section option to add sections to your form. Each section can be customized with custom text and user attributes, and you can also assign distinct names to individual sections.
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  4. Email Verification - Customize the text to be shown on your website upon completion of the registration process, prompting the user to verify their email address.
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  5. Auto Assign Attributes - Click User Attribute in the Auto Assign Attributes section to add an existing attribute to the form. This field automatically assigns preferences to user profiles when they submit the form. For instance, in a registration context, users are automatically assigned attributes like Registration Lite or Full Registration based on the form they submit.
  6. Click Done to save your configurations.