Wiki source code of Create Registrations

Version 3.1 by Isaac Mejia on 2026/02/05 15:22

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1.1	1	{{include reference="KBArticleHeader.WebHome"/}}
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	3	= Create Registrations =
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	5	Create Registrations
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	9	You have the ability to customize which fields are mandatory when adding new members and leads in your system.
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	11	* Select Setup
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	13	* Select Marketing
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	15	* Select Registration
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	17	The four types of Registration are:
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	19	* Lead Registration: You can customize which fields are mandatory on the New Lead form.
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	21	* New Member Registration: You can customize which fields are mandatory on the New Member form.
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	23	* Self Registration: You can customize which fields are mandatory when members self-register.
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	25	* 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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	27	Widgets
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	29	You can install a widget on your website to capture new leads and automatically assign them to a lead flow.
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	31	* Select Add New
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	33	* Select the fields that you want to show up on the widget. All fields you add will be mandatory.
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	35	* 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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	37	* 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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	39	* Choose a Look and Feel
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	41	* Preview your widget
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	43	* 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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	45	{{include reference="KBSupportCTA.WebHome"/}}