Ask different contact information for different products on the signup

TABLE OF CONTENTS

• Create a contact signup form
• Select a contact signup form for a product template
• Adding the 'participant address' to the signup form

You may need different contact information from participants and order contacts for different products. Like food allergies for a cooking course or the social security number for an accredited training. 

With Eduframe you can setup different contact signup forms. You can select the contact signup form you want to use for each product. This allows you to have a different contact signup for different (types of) products and contacts.

Create a contact signup form

1. Make sure you have added at least one custom contact field (a custom field that is linked to a contact). Excluding the participant address, only custom contact fields can be added to a contact signup form. Go to Settings > Custom fields. 
   
   
2. Navigate to Settings > Forms > Contact signup forms and add a new contact signup form. Or edit the default form. The default form is used by product templates by default and can also be changed.
   
   
3. After adding the new contact signup form, or by clicking on the edit button next to an already existing form, you can add one or multiple custom contact fields to the form. This can be done for both the participant or order contact, using the blue tabs above the form. In the table, you can mark a field as required on the signup.
   
   
4. After clicking on Save, the fields will be visible on the signup form.
   Optional: rename the form, so you can recognise it easily later on.

If you add fields to the Order contact fields: 
the custom field will be visible in step 2 "your details" on the signup form. This means an order contact should fill in this custom field.
If you add them to Participant fields:
 the custom field will be visible in step 3 "participant detail" on the signup form. This means all the participants should fill in this custom field (if you want to enrol multiple participants through an organization).

Select a contact signup form for a product template

1. Go to Courses > Templates, Open a category and open the product template you want to change.
2. Select the contact signup form you want to use in the 'Signup contact signup form' dropdown and click Save.
3. Done! The product will use the selected contact signup form from now on. 

Adding the 'participant address' to the signup form

Using the toggle 'Show participant address field on signup form' you can add the participant address to a selected contact signup form. This differs from adding other fields since this is no custom contact field, but a system contact field.

Adding a custom contact field makes the field available on the contact, in the admin portal. The forms decide if the field should be visible on signup or not and if it is required. Click here to learn more about custom fields.

The information requested on signup by using the custom contact fields and contact signup forms is saved on the contact, not on the order or enrolment.

When you change the contact signup form in settings, all product templates that use the form will be updated automatically.

The basic system contact fields (name and email) will always be visible on the signup form and portal. This excludes the participant address. With the setting "Show participant address field on signup form" it is possible to hide or show this contact system field.

Which contact custom fields are visible in the portal is, regardless of if they are part of a contact signup form. Which fields are visible on the personal information form can be set at the Student & Business portal settings.

More information

Click here for other articles around the Settings page in Eduframe

Click here if you have any questions for support.