Form Password Options

Form Password Options

Certain implemented security measures to protect Forms by masking passwords in email and reports so that these passwords are accessible only to the specific Registrant.

Two options are available to allow you to help Registrants access password protected Forms.

1. Use Certain's "Forgot Password" Feature

1. Create and designate a "Forgot Password" Email Template by navigating to Promote > Email Templates > Registration > Add New > Email Template Details. 2. Check the box for Use as the template for Forgot Password. 3. Edit the Form > Entry area to Enable Forgot Password. 4. Select Save. 5. This will add a "Forgot Password" link to the Form's page. 6. The "Forgot Password" link text can be edited. 7. Once "Forgot Password" is clicked, the Registrant will be asked for their email address. 8. The "Forgot Password" Email Template will then be sent with a link to the Form from which it was initiated. 9. The Registrant can set their password using the link. 10. The Registrant can then log into the Form. 11. With this method, include a normal link to the Form. 12. Direct the Registrant to click the "Forgot Password" link to set up their password.

2. Append "Reg ID for URL" to the Form Link

Using this method, registrants will be automatically logged into the form.

1. Under Promote > Email Templates, create the link to the Event one of two ways:

1. Append &PkRegID=<{Reg ID For Url}> to the end of the Form link URL.

• Example: https://app.certain.com/profile/form/index.cfm?PKformID=0x2603286abcd&PkRegID=<{Reg ID For Url}>

2. Append Both the Form ID and Reg ID to the URL.

• Example: https://app.certain.com/profile/form/index.cfm?PKformID=<{Form Id For Url: Buyer Phase 1}>&PkRegID=<{Reg ID For Url}>

2. With this option, the link will log the Registrant directly into the Form.

3. Include "Password" and "Confirm Password" on the Form under Registrant Details.

4. Registrants can then set their password for future access.