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Wiki source code of Create Registrations

Version 1.1 by Isaac Mejia on 2025/12/15 16:51
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1 {{include reference="KBArticleHeader.WebHome"/}}
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3 = Create Registrations =
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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}}
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7 * [[Member Solutions Product Support>>index.html]]
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9 * [[Setup>>Setup_1619099713.html]]
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11 * [[Marketing>>Marketing_1619656929.html]]
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13 Create Registrations
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15 Created by
16 Amith on Feb 05, 2021
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18 You have the ability to customize which fields are mandatory when adding new members and leads in your system.
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20 * Select **Setup**
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22 * Select **Marketing**
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24 * Select **Registration**
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26 The four types of **Registration** are:
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28 * **Lead Registration**: You can customize which fields are mandatory on the **New Lead** form.
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30 * **New Member Registration**: You can customize which fields are mandatory on the **New Member **form.
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32 * **Self Registration**: You can customize which fields are mandatory when members **self-register.**
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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.
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36 **Widgets**
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38 You can install a widget on your website to capture new leads and automatically assign them to a lead flow.
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40 * Select **Add New**
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42 * Select the** fields** that you want to show up on the widget. All fields you add will be mandatory.
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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.**
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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.
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48 * Choose a **Look and Feel**
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50 * **Preview** your widget
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52 * Select **Save & Get Code** to get your new code for the widget. Embed it wherever you'd like it to appear.
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54 {{include reference="KBSupportCTA.WebHome"/}}