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Today we're going to walk through how to set up the user self signup process. What this process allows is for you to create a page that has a form on it where people from your organization or anyone that you plan on contacting with your alerts can sign up to gain access to their user profile, their contact profile and so that they can manage their communication preferences, so they can put which phone number, which emails they want to be receiving your alerts on. So from the dashboard here we'll go to my account and then over on the left hand side will see user self sign up settings. Click there choose that we want to enable this for an Indition account.

Here you get to choose a custom URL and the URL path at the end so you can say custom URL. You can do a foreign background color a page background color. So for now I'll show you what form background color is. We'll do page background white or you can do a background image and I'll show you that soon. This is whether you want to choose first name and last name fields in your first step of the application process to become a a self self serve user, basically a self serve contact or include a phone number. I'm going to say no for this example. In our logo position if you want to upload a logo so that your form is branded you can do so. So I'll upload a logo and then you can choose the position of that. It's a few different places on the page and then also above the form and then choose a message so you can say start your application process here and give all the other details that you want for your form. So we'll hit save and now we'll see that I actually have a form and this is an example of what the self sign up form is going to look like. So here you can see that custom URL path that I put in there.

Now to go back I'm going to show you some of these other settings for this form. You don't just want anybody to fill out this form and be able to access or create a contact in your account. And then also manage that contact you only want context that you're going to approve and how we manage that is through whitelisted domains. So what this means is that you can put in a domain and if the email address that they sign up with contains the domain that you have in here is whitelisted. Then they're going to be automatically approved to continue their user set up their contacts. If the email address does not contain a domain that's approved then they're going to go through the approval process where you're going to receive an email to your account administrator email where you see who has applied and whether you want to approve or deny them. There's also a signups tab where you can approve or deny so I'm going to say indition.com is whitelisted and then I'll say Tagrem.com. You know what I'll do title.com is not whitelisted and we'll see what it looks like when I apply using Tagrem.com.

So now anything with an Indition.com email addresses will be automatically approved to continue. So in page settings the one thing I was going to show you is the page background image. It's just an alternative so if I chose one right there... if we do this... okay there you go. So I uploaded this image and now it is my background. So you can customize this page as a little bit with the settings here on this page settings tab. Now let's go through and see what happens. I'm gonna say first name demo contact and then we'll say info@indition.com. Now indition.com is one of those white listed domains so you'll see here thank you you'll receive an invitation email shortly to finish up the setup of your contact. Now what's going to happen is that I'm gonna receive this and you'll see here okay congratulations you've been approved to become a user.

Now you can continue the setup and you can go in here these are just some defaults filled in by Google. So go in here I already have my first name already at my last name we have the email address that I applied with you can choose your user name so I'll go info Indition demo and then you're going to choose your password. Once you do that your user setup is complete and you have access to your user dashboard. So as a self set up user all you can do is manage your contact profile so you can see all the information that you have against your contact and then you can manage how you want to be basically alerted.

So in here we see my email address. I am subscribed to receive email alerts. I can add another one. You cannot remove that one email address -- you can change it if you want but we need at least one email address on your contact. And again even if you don't want to receive the email you have to leave the email there but then say unsubscribe and you can add different phone numbers in here. So you can add multiple different phone numbers, choose how you want to receive alerts, whether you want to receive phone calls, which text a voice or you want to receive SMS text messages. And then when you're done editing your communication preferences here you hit Save Changes. The other down at the bottom here at the top and that's it! And you can log out of here and you can also then log back into the account see the same screen and update any of your profile characteristics as you please.

So I'm going to hit log out here and I'm going to go back over to my application my self signup form and I'm going to fill it out again. We'll do demo contacts just change it up and we'll say info@tagrem.com this time so Tagrem is actually the parent company to Indition the branded software. So we'll hit sign up now -- we'll see a different message. So it's not a white listed domain this time we'll see okay thank you application has been sent to an administrator to review. Now whoever is actually the administrator on the account is going to receive an email. In this case that's me and I have access to that so I can go in here and see some basic details. I'll see the name I'll see the email and I can see approve or deny. I'm not going to click them in the email here but I'm going to go to the user self signup application. If we go into my account and we'll go back to self signup settings and now in the signups tabs we'll see all past signups and their status.

So my first sign up was demo contact with info@indition.com that was automatically approved because it was a white listed domain. Separate second one is info@tagrem.com and what happened there is I was not automatically approved and this person is still waiting awaiting approval so what you can do here is you can either approve them or deny them. Just like you saw in the contact list there if you have a bunch of different people in here let's say you're getting hundreds of different applications per day you can select a whole bunch of these people and then say deny or approve in bulk as needed. So here let's say approve.

Now what's going to happen is that contact is now going to receive that approval email and they'll be able to set up their contact as I had shown you before. So congratulations you've been approved and they have that same set up link and they can go through the process just as before. But as this contacted so that's it that's the user self signup settings that allows you to set up the process for people in maybe your organization or just related to your organization. Anyone that you're going to want to be able to alert you can go in here whitelist domains of anybody that you want to automatically have passed the enrollment process. So automatically be approved anybody with you know your company's email domain. Then when they sign up, they'll have access to putting their phone number and their email address that they want to be notified on. And these people not only are they users that can log in and manage their contact but they're now also contacts in the account so now this demo contact with the email address info@indition.com. I can still manage them as one of my contacts in the account so we can see in here info@indition.com is now a contact in my account. And just like you do in a normal alerts account you can manage your contacts.

So that's it and I hope that helps you out today!