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IDP Create/Manage User SignUp

Paige Freeman
  • Updated

You can use the Customize Signup option on the IDP Dashboard to customize the customer registration page. Administrators must have knowledge of HTML and Novus APIs to use this functionality.

The Customization Signup page consists of three tabs:

  • Template Editor

  • Scripts

  • Preview

Template Editor

This is an HTML editor that allows you to add fields and customize the display of your Customer Registration page. You must have HTML knowledge to use this editor.

Scripts

This is the tab where we map our fields to our data using Novus APIs. You must have knowledge of Novus APIs to use this tab.

For example, to to default Country Code, you can add this custom code:

defaultcountrycode.png

Preview

Once you have made your changes within the Template Editor and Scripts tabs, you can preview your changes on the Preview tab.

Example

Following is an example scenario where the administrator would like to capture the customer’s middle name and address during registration.

Add the Middle Name

First, add the Middle Name field to the HTML Template Editor using HTML, as shown below:

Next, add the MiddleName data field to the Scripts tab, as shown below:

Preview your changes on the preview tab. The Middle Name field now displays on the Customer Registration widget.

Add the Address

To enable address capture during customer registration, set the AddressRequiredToCreatedCustomer field to True on the Scripts tab, as shown in the image below. You can also set the default value for the Address Type drop-down by setting the AddressTypeCode field to your desired Address Type.

You can also use the AddressTypeExcludeList variable to exclude any Address Types that should not show in the Address Type drop-down.

End Result

Once you have made your desired changes, select Save Changes to apply your updates to your customer registration page.