Overview
The Forgot Password feature is a mechanism in Certain forms that enables attendees to reset their password by sending a link to their email.
How to use the built-in “Forgot Password” feature in Certain forms
1. Go to Promote > Communication > Email Templates. 2. Add a new email template or edit an existing one. 3. Note: Set Visible to = “this event only”. 4. Under Email Template Details > Options, select the Use as the template for Forgot Password check box. 5. Note: You can only do this for one email template. 6. Under Email Template Details > Append, select the Forgot Password Link Text dynamic data field in the “Other Options” group. 7. Append that field into the body of your email template, and add any additional text. 8. Go to Forms > Entry, and in the Username and Password panel: 9. Set the Collect? option to ‘Optional’ or ‘Require’. 10. Set the “Password” field to use the attendee’s actual Password, rather than any other field such as Last Name or Email address. This is required because the Forgot Password feature is only used to reset the attendee’s actual password. 11. Set the “Password” display label accordingly; for example, just “Password”. 12. Select the Enable Forgot Password check box. 13. Customize the labels of the fields that are added, or accept the defaults. 14. Go to Forms > Setup. Under Page Layout, ensure that the Entry section is the first section in your online form sequence. 15. Preview your form. 16. A ‘Forgot Password?’ link is displayed below the login fields and above the Continue button. 17. When a registrant clicks that link, a modal pop-up window opens. The registrant is prompted to enter their email address, kicking off the process of setting a new password.
Technical note
The Password field is on the attendee’s record in your account’s Profiles database. If a single profile is associated with multiple events, an attendee changing their password would be doing so for all their events.
Note
If the person clicking the Forgot Password link has not already registered for the event, but does have a Profile record in the account then they still receive the Forgot Password email. That enables them to reset their password and then register (provided “Open Enrolment / Profile Login” is set for the form).
Best Practice
Enforce email uniqueness within this account option is recommended if you are using this feature. If you do not enable this, multiple registrants could share the same email address, which could cause the Forgot Password email to go to the wrong record.
Fields added
Fields added in Forms > Entry when you select Enable Forgot Password appear in the Entry section.
Video
Video: See also the two-minute training video: Forgot Password Email and Form Setup.
Related topics
- Create a New Profile, or Edit a Profile
- Signal Alerts - Common Errors and Recommendations
- Passing Field Information to a Form Via the URL
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