{"id":2500,"date":"2021-12-13T10:25:52","date_gmt":"2021-12-13T10:25:52","guid":{"rendered":"https:\/\/helptest.mainbrainer.com\/knowledge-base\/defining-the-customer-signup-rules\/"},"modified":"2022-08-22T09:23:29","modified_gmt":"2022-08-22T09:23:29","slug":"defining-the-customer-signup-rules","status":"publish","type":"ht_kb","link":"https:\/\/www.mainbrainer.com\/hc\/landing-pages\/builder\/signup-rules\/","title":{"rendered":"Defining the Customer Signup Rules"},"content":{"rendered":"<div class=\"aricle_container\">\n<p>When you add a <a href=\"\/hc\/landing-pages\/builder\/signupform\/\" target=\"_blank\" rel=\"noopener noreferrer\">signup Form<\/a> to your <a href=\"\/hc\/a-z-guide\/landing-page\/\" target=\"_blank\" rel=\"noopener noreferrer\" data-wplink-edit=\"true\">landing page<\/a> or <a href=\"\/hc\/a-z-guide\/survey\/\" target=\"_blank\" rel=\"noopener noreferrer\">survey<\/a>, you get complete control over the customer signup data.<\/p>\n<p>Let&#8217;s have a look at the various <strong>Settings<\/strong> available for the <strong>signup widget<\/strong> and how you can use them to define the customer signup rules, i.e., the rules based on which you would like the customers who signup via this form to be added to the CRM.<\/p>\n<div style=\"padding: 14px 0;\"><\/div>\n<p><img decoding=\"async\" class=\"alignnone wp-image-1870\" title=\"Signup rules\" src=\"\/hc\/wp-content\/uploads\/2022\/08\/signup-form-list.png\" alt=\"Customer signup rules, signup form settings. Integrations tab\"><\/p>\n<div style=\"padding: 20px 0;\"><\/div>\n<p>As you can see in the screenshot above, there are four sub-tabs under the <strong>Settings<\/strong> tab. Let\u2019s take them up one by one and see how to use them as per our requirements.<\/p>\n<div style=\"padding: 14px 0;\"><\/div>\n<h2>1. <strong>Integration<\/strong><\/h2>\n<p>The options available under the Integration sub-tab help you specify the <a href=\"\/hc\/a-z-guide\/contact-list\/\" target=\"_blank\" rel=\"noopener noreferrer\">CRM contacts list<\/a> to which you would like to add the customers who signup via this form.<\/p>\n<p>It has the following two fields:<\/p>\n<ul style=\"list-style: decimal;\">\n<li><strong>Name Your Form<\/strong><br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1872 size-full\" title=\"Signup form name\" src=\"https:\/\/www.mainbrainer.com\/hc\/wp-content\/uploads\/2021\/11\/signup-form-settings.png\" alt=\"Customer signup rules, name your form\" width=\"513\" height=\"79\"><br \/>\nUse this field to add a relevant name for your signup form (for your reference purpose only).<\/li>\n<div style=\"padding: 8px 0;\"><\/div>\n<li><strong>Select the List where you want to Save the Incoming Data<\/strong><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1873 size-full\" title=\"Signup form list selection\" src=\"https:\/\/www.mainbrainer.com\/hc\/wp-content\/uploads\/2021\/11\/signup-form-select-list.png\" alt=\"Customer signup rules, list where you want to save the incoming data\" width=\"508\" height=\"70\" style=\"padding-top: 0.5rem;\"><br \/>\nUse this field to specify the CRM list to which you would like to add the customers who signup via this form.<\/li>\n<\/ul>\n<div style=\"padding: 14px 0;\"><\/div>\n<h2>2. <strong>Fields<\/strong><\/h2>\n<p>The Fields sub-tab displays all the available fields from the list specified in the previous <strong>Integration<\/strong> sub-tab.<\/p>\n<p>You can choose to add as many fields to your form as you wish. Here\u2019s how:<\/p>\n<p>Expand the <strong>Add a Field<\/strong> section by clicking the <strong>+<\/strong> button:<\/p>\n<div style=\"padding: 14px 0;\"><\/div>\n<p><img decoding=\"async\" class=\"alignnone wp-image-3346 size-full\" title=\"Signup form rules settings\" src=\"\/hc\/wp-content\/uploads\/2022\/08\/add-fields-signup-form.png\" alt=\"Customer signup rules settings. Fields tab. Add a field button is highlighted\"><\/p>\n<div style=\"padding: 20px 0;\"><\/div>\n<p>As you do, it displays all the available fields from the list specified in the <strong>Integration<\/strong> sub-tab in Step I above. Click the fields you wish to add to your form, and those will appear in the work area. You can choose to add as many fields to your form as you wish.<\/p>\n<div style=\"padding: 14px 0;\"><\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1875 size-full\" title=\"Signup form custom fields\" src=\"https:\/\/www.mainbrainer.com\/hc\/wp-content\/uploads\/2021\/11\/signup-form-custom-fields.png\" alt=\"Customer signup rules. Choose between default fields and custom fields\" width=\"552\" height=\"721\"><\/p>\n<div style=\"padding: 20px 0;\"><\/div>\n<p><strong>As you click a field, you can:<\/strong><\/p>\n<div style=\"padding: 14px 0;\"><\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1876 size-full\" title=\"Signup form date of birth\" src=\"https:\/\/www.mainbrainer.com\/hc\/wp-content\/uploads\/2021\/11\/signup-form-data-settings.png\" alt=\"Customer signup rules, date of birth field settings\" width=\"522\" height=\"353\"><\/p>\n<div style=\"padding: 20px 0;\"><\/div>\n<ul style=\"list-style-type: circle;\">\n<li>Change its <strong>Label text<\/strong> and <strong>placeholder text<\/strong>, and<\/li>\n<li>Add a <strong>Custom Validation Message<\/strong> in case of mandatory fields. This validation message appears when a user tries to submit the form without entering data in the mandatory field. Click <strong>Done\/strong&gt; to save your changes.<\/strong><\/li>\n<\/ul>\n<blockquote class=\"elevio-box-warning\"><p><strong>Note:<\/strong> For the fields \u2013 Email and Mobile Number, you need to specify if your target audience is already opted in. In case they aren\u2019t, you need to specify the manner in which you want the audience to be opted in \u2013 whether by single opt-in process or double opt-in process.<\/p><\/blockquote>\n<p>For example, let\u2019s look at the additional settings available for the <strong>Email<\/strong> field:<\/p>\n<div style=\"padding: 14px 0;\"><\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1877 size-full\" title=\"Signup form email settings\" src=\"https:\/\/www.mainbrainer.com\/hc\/wp-content\/uploads\/2021\/11\/signup-form-email.png\" alt=\"Customer signup rules, email field settings\" width=\"507\" height=\"381\"><\/p>\n<div style=\"padding: 20px 0;\"><\/div>\n<p>Here, you can use the toggle buttons to specify if you want the customers to signup via a single opt-in or a double opt-in.<\/p>\n<ul style=\"list-style-type: circle;\">\n<li>If you choose to add customers via a <a href=\"\/hc\/a-z-guide\/single-opt-in-signups\/\" target=\"_blank\" rel=\"noopener noreferrer\">single opt-in<\/a>, use the subsequent field to select the <a href=\"\/hc\/a-z-guide\/email-trigger-template\/\" target=\"_blank\" rel=\"noopener noreferrer\">Email trigger template<\/a> that you would like to send to your customers when they signup their Email address.<\/li>\n<li>If you choose to add customers via a <a href=\"\/hc\/a-z-guide\/double-opt-in-signups\/\" target=\"_blank\" rel=\"noopener noreferrer\">double opt-in<\/a>, use the subsequent field to select the <a href=\"\/hc\/a-z-guide\/email-double-opt-in-template\/\" target=\"_blank\" rel=\"noopener noreferrer\">double opt-in Email template<\/a> to seek their explicit confirmation for Email signup.<\/li>\n<li>In case your target audience has already opted-in to receive communication from you, keep the <strong>Already have opt-in<\/strong> slider active.<\/li>\n<\/ul>\n<p>Similar settings will be displayed, in case you choose to add the<strong>Mobile Number<\/strong> field to your signup form:<\/p>\n<div style=\"padding: 14px 0;\"><\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1878 size-full\" title=\"Signup form mobile settings\" src=\"https:\/\/www.mainbrainer.com\/hc\/wp-content\/uploads\/2021\/11\/signup-form-mobile.png\" alt=\"Customer signup rules, mobile number field settings\" width=\"513\" height=\"498\"><\/p>\n<div style=\"padding: 24px 0;\"><\/div>\n<h2>3. <strong>Actions<\/strong><\/h2>\n<p>The settings under this sub-tab help you configure a click action for the <strong>Submit<\/strong> button.<\/p>\n<div style=\"padding: 14px 0;\"><\/div>\n<p><img decoding=\"async\" class=\"alignnone wp-image-1879 size-full\" title=\"Signup form actions\" src=\"\/hc\/wp-content\/uploads\/2022\/08\/signup-form-action.png\" alt=\"Customer signup rules, settings tab. Choose button text and action\"><\/p>\n<div style=\"padding: 20px 0;\"><\/div>\n<p>Herein, use the fields:<\/p>\n<p><strong>3.1 Button Text<\/strong> to add\/edit the text that appears on the clickable button at the bottom of the signup widget.<\/p>\n<p><strong>3.2 Button Action<\/strong><strong>&nbsp;<\/strong>to specify the action that you want to trigger on the click of this button. You can choose to:<\/p>\n<ul style=\"list-style-type: circle;\">\n<li>Display a success message and stay on the same landing page\/ survey, or<\/li>\n<li>Redirect the button click to a landing page, or<\/li>\n<li>Redirect the button click to a survey, or<\/li>\n<li>Redirect the button click to an external URL, or<\/li>\n<li>Open a pop-up window<\/li>\n<\/ul>\n<p>Based on the option you select in this field, the subsequent field gathers the required information relevant to that action.<\/p>\n<div style=\"padding: 8px 0;\"><\/div>\n<p><strong>3.3 Autofill Form data<\/strong> to auto fill customer data on their behalf for the contacts that were stored in the CRM. If your audience wants, they can edit the auto filled data which will eventually be updated in the CRM once they submit the form.<\/p>\n<div style=\"padding: 8px 0;\"><\/div>\n<p><strong>3.4 Send data to webhook<\/strong> allows you to enter a Webhook URL to send your signup data on it. You can enter at least three URLs and you can also select if you want to send data to the CRM.<\/p>\n<div style=\"padding: 8px 0;\"><\/div>\n<p><strong>3.5 Limit Number of Signups<\/strong> allows you to control the number of people who sign up through your form. Once selected, you can edit further options available.<\/p>\n<div style=\"padding: 24px 0;\"><\/div>\n<h2>4. <strong>Receive Copy (Still in testing mode, confirm with Devs)<\/strong><\/h2>\n<p>This sub-tab allows the user to send the signup widget data to five different email ids. It means you can receive and study the landing page or survey data directly through your email.<\/p>\n<div style=\"padding: 14px 0;\"><\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1879 size-full\" title=\"Recipient email for Signup form\" src=\"\/hc\/wp-content\/uploads\/2022\/08\/signup-form-receive-copy.png\" alt=\"Recipient email. The email area is highlighted\" width=\"539\" height=\"652\"><\/p>\n<div style=\"padding: 8px 0;\"><\/div>\n<p>All you have to do is:<\/p>\n<ul style=\"list-style-type: circle;\">\n<li>Enter the recipient email addresses (you can fill a maximum of five email ids). Please ensure you fill the email ids with a comma and no space.<\/li>\n<li>Fill the email subject and email body that you\u2019d want to see and <strong>Save Changes.<\/strong><\/li>\n<\/ul>\n<\/div>\n<style>\n  .aricle_container p,.aricle_container li{color: rgba(0,0,0,.8)!important}  .aricle_container span{color:#0070ba!important}.aricle_container li,.aricle_container blockquote{font-size:18px!important;    font-weight: 400;<br \/>\n  }<br \/>\n<\/style>\n","protected":false},"excerpt":{"rendered":"<p>A step-by-step guide to defining the customer signup rules, i.e., the rules based on which you would like the customers who signup via the form to be added to the CRM.<\/p>\n","protected":false},"author":1,"comment_status":"open","ping_status":"open","template":"","format":"standard","meta":{"_bbp_topic_count":0,"_bbp_reply_count":0,"_bbp_total_topic_count":0,"_bbp_total_reply_count":0,"_bbp_voice_count":0,"_bbp_anonymous_reply_count":0,"_bbp_topic_count_hidden":0,"_bbp_reply_count_hidden":0,"_bbp_forum_subforum_count":0,"footnotes":""},"ht-kb-category":[214],"ht-kb-tag":[],"class_list":["post-2500","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-landing-page-builder"],"_links":{"self":[{"href":"https:\/\/www.mainbrainer.com\/hc\/wp-json\/wp\/v2\/ht-kb\/2500","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.mainbrainer.com\/hc\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/www.mainbrainer.com\/hc\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.mainbrainer.com\/hc\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.mainbrainer.com\/hc\/wp-json\/wp\/v2\/comments?post=2500"}],"version-history":[{"count":11,"href":"https:\/\/www.mainbrainer.com\/hc\/wp-json\/wp\/v2\/ht-kb\/2500\/revisions"}],"predecessor-version":[{"id":11418,"href":"https:\/\/www.mainbrainer.com\/hc\/wp-json\/wp\/v2\/ht-kb\/2500\/revisions\/11418"}],"wp:attachment":[{"href":"https:\/\/www.mainbrainer.com\/hc\/wp-json\/wp\/v2\/media?parent=2500"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.mainbrainer.com\/hc\/wp-json\/wp\/v2\/ht-kb-category?post=2500"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.mainbrainer.com\/hc\/wp-json\/wp\/v2\/ht-kb-tag?post=2500"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}