Skip to Content

Wiki source code of Create Registrations

Version 1.1 by Isaac Mejia on 2025/12/15 16:51
Hide last authors
Isaac Mejia 1.1 1 {{include reference="KBArticleHeader.WebHome"/}}
2
3 = Create Registrations =
4
5 {{info}}KB: MSI Knowledgebase • Category: Configuration • Source: [[https://membersolutions-9221154.hs-sites.com/kb/create-registrations_1487602171>>https://membersolutions-9221154.hs-sites.com/kb/create-registrations_1487602171]]{{/info}}
6
7 * [[Member Solutions Product Support>>index.html]]
8
9 * [[Setup>>Setup_1619099713.html]]
10
11 * [[Marketing>>Marketing_1619656929.html]]
12
13 Create Registrations
14
15 Created by
16 Amith on Feb 05, 2021
17
18 You have the ability to customize which fields are mandatory when adding new members and leads in your system.
19
20 * Select **Setup**
21
22 * Select **Marketing**
23
24 * Select **Registration**
25
26 The four types of **Registration** are:
27
28 * **Lead Registration**: You can customize which fields are mandatory on the **New Lead** form.
29
30 * **New Member Registration**: You can customize which fields are mandatory on the **New Member **form.
31
32 * **Self Registration**: You can customize which fields are mandatory when members **self-register.**
33
34 * **Quick Add: **This button allows you to add new members directly from the **Schedules** and from the **Sales** tabs. You can choose the fields that will appear here.
35
36 **Widgets**
37
38 You can install a widget on your website to capture new leads and automatically assign them to a lead flow.
39
40 * Select **Add New**
41
42 * Select the** fields** that you want to show up on the widget. All fields you add will be mandatory.
43
44 * You can either turn on the "How did you hear about us" field for your new leads to complete or you choose to **Assign Lead Source.**
45
46 * When the form is filled out if the lead chooses a lead source, or is assigned to a lead source that has a lead flow assigned to it, then the new lead will automatically start receiving the messages that you have set up in the lead flow.
47
48 * Choose a **Look and Feel**
49
50 * **Preview** your widget
51
52 * Select **Save & Get Code** to get your new code for the widget. Embed it wherever you'd like it to appear.
53
54 {{include reference="KBSupportCTA.WebHome"/}}
55