Certain implemented security measures exist to protect Forms. Passwords are masked in email and reports. Passwords are accessible only to the specific Registrant. Two options are available to help Registrants access password protected Forms.
1) Use Certain's "Forgot Password" Feature
Forgot Password is a feature that allows a Registrant to set or reset a Registrant's password via a link sent by email.
- Create a "Forgot Password" Email Template.
- Navigate to Promote > Email Templates > Registration > Add New > Email Template Details.
- Check the box for Use as the template for Forgot Password.
- Edit the Form > Entry area to Enable Forgot Password.
- Save.
- A "Forgot Password" link is added to the Form's login page.
- You may edit the text of the "Forgot Password" link.
- When a Registrant clicks "Forgot Password," the Registrant is prompted to enter an email address.
- The Forgot Password Email Template is sent with a link to the Form from which the action originated.
- The link allows a Registrant to set a password and then log into the Form.
- By using this method, include a normal link to the Form and direct the Registrant to click the "Forgot Password" link to set up a password.
2) Append "Reg ID for URL" to the Form Link
Reg ID for URL is a method to log a Registrant into the Form directly via the URL. Under Promote > Email Templates, create the link to the Event in 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>
With the Reg ID for URL option, the link will log a Registrant directly into the Form. The Form may then include "Password" and "Confirm Password" on the Registrant Details to allow a Registrant to set a password for future access.
Related articles
- Enable Forgot Password
- Form Entry & Security
- Using Reports to Check if Emails Were Sent
- Registrations FAQ - Modifying Registration Details
- Report List