Form Entry & Security

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Keywords: Form Entry, Entry page, waiver checkbox, Login Options, SSO, Forgot Password Email Template

Document ID: https://platform-support.certain.com/hc/en-us/articles/360047585374-Form-Entry-Security#split1

1 year ago

Updated

If you use an Entry page on your Form, the Entry page can be used as a landing page with Event information. If the Entry page is used as a waiver form, an attendee must agree to the waiver before registering. If the Entry page is used for login, the Entry page can also be used as a Login page.

Adding the Entry Page to your Form Sequence

Steps

1. Navigate to Plan > Form > Setup.

2. Scroll down to the Page Layout section.

3. Select Entry from the Available Sections on the left.

4. Click ->> to move the Entry Section over to the Online Form Sequence.

5. Use the Up / Down buttons to place the Entry Section before a <Secure Page> and before Reg Details.

6. Click Save.

Setting up a Waiver

Steps

1. Navigate to Plan > Form > Entry.

2. Scroll down to Waiver Checkbox.

3. Select Require from the dropdown next to 'Collect?'.

4. The Waiver Checkbox selection adds a "Required" Waiver message.

5. Attendees must agree to the "Required" Waiver message before they start registering.

6. The "Required" Waiver message can be used for Terms & Conditions, or a Privacy Policy.

7. Enter your desired Waiver message.

8. Optionally edit the text to be displayed if 'Box not checked'.

9. Click Save.

Login Options

If needed, you can add a login option to the first page of your Form. The form login option depends on the form access method. If the Form is Invite Only, only an uploaded list of Attendees can log in to the Form. If the Form is a secondary Modify/Edit Form for attendees who have previously registered, you may add the login feature to the Entry page.

If Single Sign On (SSO) is set up for your Account, you can edit these settings as well.

Steps

1. Navigate to Plan > Form > Entry.

2. Scroll down to Username and Password.

3. Enter the labels you would like to display for the Username and Password fields.

4. Enter any text you would like to display in those fields on the Form.

5. Optionally select Enable Forgot Password.

> Note: To select Enable Forgot Password, you must first create a Forgot Password Email Template under Promote > Email Templates. > You must append the Forgot Password DDF to the body of the Email Template. > You must check the Forgot Password Email option for the Email Template.

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