This article explains how to use the built-in Forgot Password feature in Certain forms. The article details steps to configure and use the feature, including email templates, form setup, and best practices.
Overview
The Forgot Password feature is a process to reset an attendee's password using an email link. The feature is configured via email templates and form setup.
Email Template Configuration
- Go to Promote > Communication > Email Templates.
- Add a new email template or edit an existing one.
- Set Visible to = "this event only".
- Under Email Template Details > Options, select Use as the template for Forgot Password.
- Note: You can only do this for one email template.
- Under Email Template Details > Append, select the Forgot Password Link Text dynamic data field in the "Other Options" group.
- Append that field into the body of your email template.
- Add any additional text.
Form Entry Password Field Configuration
- Go to Forms > Entry.
- In the Username and Password panel, set the Collect? option to Optional or Require.
- 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.
- Set the "Password" display label accordingly; for example, just "Password".
- Select the Enable Forgot Password checkbox.
- Customize the labels of the fields that are added, or accept the defaults.
Form Setup and Preview
- Go to Forms > Setup.
- Under Page Layout, ensure that the Entry section is the first section in your online form sequence.
- Preview your form.
- A "Forgot Password?" link is displayed below the login fields and above the Continue button.
- 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 Notes
- Password field is on the attendee's record in your account's Profiles database.
- If your workflow allows one profile to be associated with multiple events, an attendee changing their password would be doing so for all their events if they attend more than one.
- 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” is set for the form).
Best Practices
- Best Practice: Ensure that the Enforce email uniqueness within this account option is selected in all forms (Plan > Forms > Registrant Details) if you are using this feature.
- Otherwise multiple registrants could have the same email address, in which case the Forgot Password email will be sent to the registrant whose record was modified most recently.
- Note: This selection is not retroactive; if you have existing duplicates, it does not correct them.
Fields and Examples
- Fields added in Forms > Entry when you select Enable Forgot Password are displayed.
- Example of the Forgot Password link on the Entry page of a form.
- Example of the Forgot Password link to reset your password in the email.
- Example of the Forgot Password modal pop-up window the registrant sees when they click the reset password link in the email.
Video and Feedback
- Video: See also the two-minute training video: Forgot Password Email and Form Setup.
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