Configuration of the Web Portal for Self Registration
Modified on: Wed, 22 Sep, 2021 at 5:08 PM
List of topics
website for self registration
configuration of the self-registration portal
additonal mandatory configurations
management of new registrations
Through the E-Commerce portal, new customers can fill in the required fields for self registration.
2. Website for self registration
The web address is: ecomm.sportrick.com/EnvironmentName
The client will then have to click on SUBSCRIBE NOW
3. Configuration of the self-registration portal
To activate and configure the self-registration portal it is necessary to access the VAR portal.
Click on Managed Environments -> View More -> Configurations -> E-Commerce -> Web Registration.
In the table below you can find all the available options with a handy description
Enable Web Registration
Enable/Disable self registration.
If this option isn't enabled, customers will only have access to the portal for registered users, without the possibility to fill in the fields required for web registration.
Customize Required Fields
Fields that new customers have to fill in with their personal details (in addition to name, surname and email, which are mandatory fields and required by default). It is also possible to include additional fields that have been configured in SPORTRICK's Settings. If a field is “Mandatory”, it will necessarily have to be filled in to complete the registration.
Conditions Acceptance Declaration
Brief description of the terms and conditions that users will have to accept to proceed with the registration. This text will be followed by the corresponding check box.
Customize Agreement Checkboxes
Check boxes that users will have to tick to agree with the terms and conditions.
Description: text next to the checkbox. It is also possible to insert an external link. In this case, please type a text between braces to let the user know what the link is for
Agreement is required: it defines whether the user must tick the checkboxes to proceed with the registration.
Save agreement into: once the user's profile has been created in SPORTRICK, it will be possible to find the expressed agreement in the specified field of the user's profile.
External Content (URL): url linked with the placeholder in the description.
Attachments* that the user can upload (e.g.: signed contracts).
Name: name of the attachment.
Description:text next to the field for the upload.
Provider: service used to save the file (One Drive, Dropbox, Google Drive). Please note that this integration is necessary in order to store sensitive documents on the cloud provider. The document can be accessed from the dedicated section in the user's profile. In order to activate the integration with a cloud provider, please access the VAR portal and click on Managed Environments -> View More -> Configurations -> Integrations and click on Connect next to the name of the desired provider, then follow the guided procedure with the insertion of the cloud account's credentials.
Mandatory: it specifies whether the attachment is mandatory for the registration.
Tag: tag that can be assigned to the attached file (e.g.: SignedContract) as a sort of filter. Tags are mandatory if documents are to be visible in customers' E-Commerce profile. Tags can be created from SPORTRICK by clicking on Settings -> Tags -> Documents.
* once the registration has been confirmed, these documents will be available in the Cloud-Document section of the user profile in SPORTRICK.
Allow User to upload his Photo
User can upload a profile picture. Once the registration has been confirmed, this picture will appear on the user profile in SPORTRICK.
Restrict Email Domains
Useful only to limit the registration to specific domains (for example to accept registrations only if users have a specific corporate email, in case the fitness club is only for a firm's employees).
Management of registrations:
Free: registrations are free. Once users have completed their registration, they will immediately receive an email with the link for the creation of their E-Commerce account.
WithApproval: the registration must be approved first (from Reports -> Back Office -> Online Registrations). If the registration has been approved, the customers will receive the email with the link for the creation of their E-Commerce account.
Registration Confirmation Message
Text that will be shown at the end of the registration procedure. It might be useful to provide further info to the user.
Email Addresses for Notifications
Email addresses that will receive a notification in case of new web registrations.
Email address specified: the specified email addresses will receive a notification in case of a new web registration
No email address specified: the system won't send any notification via email in case of a new web registration. If registrations require approval, the club will have to monitor the dedicated section from Reports -> Back Office -> Online Registrations.
4. Additonal Mandatory Configurations
SENDER It is necessary to specify a sender for emails (access the VAR portal, click on Managed Environments -> View More -> Configurations -> Settings, insert in the search field the number10016 to edit the following option: "Default sender for EMail text messages"by clicking on Modify. You can insert the email address in the VALUE field after unticking the "Use Default Value" box).
NOTIFICATION TEMPLATE In SPORTRICK, from Settings -> Notification Templates,it is necessary to configure the template of the messages that the system will send to inform about new web registrations. The following tags: NAME, SURNAME, EMAIL, ACTIVATIONURL, REGISTRATIONDATE and BRANCHNAME can be useful to be automatically replaced with customised information according to the recipient, as shown in the examples below:
Online Registration - Customer: message that will be sent to the customer after they have completed their web registration. IMPORTANT: do not leave the SUBJECT field empty!
Online Registration - Internal: message that will be sent to the club to notify a new web registration (the email address is the one specified for "Email addresses for notifications" in the VAR portal, see last entry of the table in the 3rd chapter of this manual) . IMPORTANT: do not leave the SUBJECT field empty!
Please check in the spam folder in case you don't see it in the inbox of the email address provided.
5. Management of New Registrations
To view web registrations click on Reports -> Back Office -> Online Registrations.
The list shows new registrations and authorized registrations.
Once new clients have created their own access credentials and have logged into the E-Commerce for the first time, the system will create the corresponding user profile in SPORTRICK and their registration request will disappear from the list.
The Detail button opens up a new window with the details provided by the user during the online registration.
According to the status of the registration, there are three possible outcomes:
New registration requests have to be approved or rejected through the corresponding buttons:
AUTHORIZE: the request will be accepted and the status will change from "new" into "authorized". The client will immediately receive and email with the instructions to complete the registration (they will be asked to pick a username and password)
DENY: the request will be rejected and the customer won't receive instructions for the activation of their E-Commerce account. The system will automatically delete the registration request from the list found in Reports -> Back Office -> Online Registrations.
WITH APPROVAL: once the operator has authorized the request, the system will automatically change the status into "authorized" and will send an email to the customer with the instructions for the activation of their E-Commerce account
FREE: new registration requests are automatically authorized without the intervention of an operator. After filling in the fields of the registration form, customers will receive an email with the instructions to complete the activation of their E-Commerce account.
Please note that until customers complete the activation of their E-Commerce account, all authorized requests will be visible in the list found in Reports -> Back Office -> Online Registrations.
WithApproval & Free
Once the registration process has been completed, that is, the customer has picked a username and password for their E-Commerce account and their user profile has been automatically registered in SPORTRICK, their registration request will no longer be visible in the listfound in Reports -> Back Office -> Online Registrations.