Setting up the Signup Page
Participants must be logged in before bidding, voting, or donating in an online event so their transactions can be recorded against their user record.
Sending Invitations to your known supporters provides the easiest access to your Online Auction, Voting Contest, or Virtual Live Auction - but you won't be able to send invitations unless you have their name and contact information uploaded to your event site ahead of time.
To allow access to the wider public, you can display a signup link in your nav bar (and in the public catalog) to allow visitors to your site to create their own account.
These instructions cover how to enable and customize your Signup page for one or more online activities.
1. Choosing your settings:
Go to Site Settings > Registration > Signup > Signup Settings
It may be helpful to preview the signup process before choosing your settings. If you wish to preview, make sure your signup button and links are enabled, then skip to Step 3.
Click on the Help icons for more info about each setting and, when appropriate, to see where it displays.
The signup form provides access to all activities and is programmed to be "smart": once completed, the user will be directed to the correct page based on which feature is visible to the public (online auction, voting, or virtual event). If more than one type of event is underway, users will be given button options to choose which page to visit first.
If you are using the event site for a single online event, feel free to edit the Button text to something more descriptive, such as "Signup to Vote; Signup to Bid; or Join our Virtual Event".
You select the fields you want to display on the signup form. Note that Name and email are always required. Address and Zip are required if your credit card gateway requires them. Phone field displays if Text Notifications are enabled on your site.
2. To request or require vaulted credit card before participating
Go to Site Settings > Customize Your Site > Payments/Credit Card > Online Payment Options
You have the option of hiding the credit card form, or displaying it as an option or requirement during the signup process:
3. To preview the Signup Process: Logout, then Click the Signup Link
The signup process first checks to see if there is already an account associated with an email address. If the email is recognized, a redirect screen will display, letting the user know that they already have an account, and an email has been sent to provide access to it. If the email isn't recognized, the signup process will continue.
So you'll want to preview the process twice - once with the same email you normally use to login and again with a new/fake email address that won't be recognized.
A recognized email will generate this message and redirect:
Unrecognized emails will navigate to the signup form:
