Setting Up and Customizing Registration Forms in Infigo

1. Overview

This article provides a comprehensive guide on how to set up and customize registration forms in Infigo. It covers enabling the registration form, configuring custom fields, setting up admin approval for new registrations, making fields mandatory, and customizing placeholder text. By following this guide, you can streamline the registration process and collect all necessary information from your users efficiently.

Note: For more detailed tutorials and additional information, please visit the Infigo Academy.

2. Contents

1. Overview
2. Contents
3. Key Points and Takeaways
4. Problems This Solves
5. Key Settings
6. Scenario-Based Guide
   • Scenario 1: Enabling the Registration Form
   • Scenario 2: Adding a Custom Field to the Registration Form
   • Scenario 3: Setting Up Admin Approval for New Registrations
   • Scenario 4: Making Fields Mandatory on the Registration Form
7. FAQs

3. Key Points and Takeaways

• Learn how to enable the user registration form in Infigo.
• Understand how to add and customize fields, including custom fields like "Branch."
• Set up admin approval to control who can access your storefront.
• Make specific fields mandatory to ensure critical information is collected.
• Customize field labels and placeholder text for a better user experience.

4. Problems This Solves

• Difficulty in allowing users to register on your storefront.
• Inability to collect specific information from users during registration.
• Challenges in approving or denying new user registrations.
• Uncertainty about making certain fields required.
• Confusion over customizing field labels and placeholders.

5. Key Settings

• Allow Users to Register

  • Path: Infigo Admin > Customer Settings > Registration Tab > Registration Method
  • Explanation: Enables the registration form on your storefront, allowing new users to create accounts. Determines how new user registrations are handled, including options like "Admin Approval."

• Registration Form Fields

  • Path: Infigo Admin > Customer Settings > Customer Settings Tab > Registration Form section
  • Explanation: Allows you to show or hide fields on the registration form and set their required status.

• Custom Fields

  • Path: Infigo Admin > Configuration > Languages > Edit Language Resources
  • Explanation: Enables you to rename fields like "Custom1" to something meaningful like "Branch."

• Language Resources

  • Path: Infigo Admin > Configuration > Languages > View String Resources
  • Explanation: Allows you to change placeholder text and labels for form fields.

6. Scenario-Based Guide

Scenario 1: Enabling the Registration Form

Problem: You want users to be able to register on your storefront, but the registration form is not currently available.

Solution:

1. Log in to your Infigo Admin panel.
2. Navigate to Customer Settings.
3. Click on the Registration Tab.
4. Select an option from the box labeled Registration Method. Methods requiring approval or no approval are both available in this list.
   • 
5. Click Save to apply the changes.
6. The registration form is now enabled on your storefront.

Scenario 2: Adding a Custom Field to the Registration Form

Problem: You need to collect additional unlisted information, such as a user's "Branch," during registration.

Solution:

1. In the Infigo Admin panel, go to Customer Settings.
2. Select the Customer Settings Tab.
3. Scroll down to the Registration Form section.
4. Locate an unused field like "Custom1" and set it to Show.
5. Click Save to update the registration form.
6. To rename "Custom1" to "Branch":
   • Navigate to Configuration > Languages.
   • Click View String Resources next to your language (e.g., English GB).
   • Using the filter tools, search for "Account.Fields.Custom1" (if you enabled the Custom1 field earlier) and press Search.
     • 
   • Change the Value from "Custom1" to "Branch".
   • 
   • Repeat the search for "Account.Register.Placeholder.Custom1".
   • Update the Value to "Enter your Branch" or appropriate placeholder text.
     • Note: When modifying the language strings, do NOT change the Resource Name field.
7. Click Save to apply the changes.
8. The registration form will now display "Branch" information instead of "Custom1".

Scenario 3: Setting Up Admin Approval for New Registrations

Problem: You want to manually approve each new user before they gain access to your storefront.

Solution:

1. Go to Customer Settings in the Infigo Admin panel.
2. Click on the Registration Tab.
3. Find the "Registration method" dropdown menu.
4. Select "Admin Approval" from the options.
5. Click Save to implement the change.
6. When a new user registers:
   • They will receive a notification that their account is pending approval.
   • You will receive an email notifying you of the new registration.
     • Note: The email contains a link to your storefront but does not directly approve the user.
7. To approve the user:
   • Navigate to Customer Management in the Admin panel.
   • Search for the new user.
   • Click Edit next to their name.
   • In the user details, scroll down to find the "Active" checkbox.
   • Check the "Active" box to activate the user.
   • Click Save to confirm.

Scenario 4: Making Fields Mandatory on the Registration Form

Problem: You want to ensure that users provide essential information like "Company" and "Branch" during registration.

Solution:

1. Navigate to Customer Settings > Customer Settings Tab in the Admin panel.
2. Scroll to the Registration Form section.
3. For each field you wish to make mandatory:
   • Ensure the field is set to Show.
   • Check the "Required" checkbox next to the field.
     • Note: Some fields may not have a "Required" checkbox. In such cases, additional configuration may be needed.
4. Click Save to update the form.
5. Test the registration form to ensure that the fields are now required.
   • Note: If certain fields cannot be set as required through this method, you may need to use regular expressions (Regex) for validation.

7. FAQs

Q2: How can I make a field required if there's no "Required" checkbox?

A2: You may need to use regular expressions (Regex) to enforce field requirements. This involves adding validation patterns to the field settings. If you're unfamiliar with Regex, consider reaching out to our support team for assistance.

Q3: Can I add more custom fields beyond the default ones provided?

A3: Additional custom fields may require custom development. Please contact our Professional Services team to discuss your specific needs.

Q4: Is it safe to change the resource names in Language Resources?

A4: No, you should never change the resource names. Only modify the Value field to update labels and placeholders. Altering resource names can cause system errors.

Q5: I'm not seeing the language resource I need in "English US." What should I do?

A5: Try searching in "English GB" as it is often the default language for resource files, even if your storefront is set to "English US."

Note: The Infigo Academy likely has more information on this topic.