Summary
Users can Create, Update, and Delete the Template in Registration as a Service (RaaS). Updated details are stored in the Registration as a Service (RaaS) database. Members must be registered in the RaaS database to modify member information.
The user can add more fields to the Registration, Login, Profile, Design & UI, Loyalty, Verification, and GDPR forms in the Template.
This document shows how to accomplish the following:
- Create the new template
- Update/Remove the existing template
- Add more fields to the Registration, Login, Profile, Design & UI, Loyalty, Verification, and GDPR forms in the template.
Configuration
Navigation: Products>Registration as a Service>Manage Template
Create the new template
If the user needs to create a new template, click Add New.
Enter the name of the template and click Save.
Update/Remove the existing template
Template ID: Template ID is generated by the system when the new template is created.
Template Name: Displays the name of the template the user has configured.
Action: The user can perform four actions under the actions tab.
- Edit
- Copy
- Delete
- Settings
Edit
The users can edit the existing templates.
If the user clicks the edit icon in the actions tab, the below popup appears:
The Template ID and the Template Name are editable in the edit tab. To save the changes click Save.
Copy
The users can copy the existing template to the new template.
If the user clicks the copy icon in the actions tab, the below popup appears:
Enter the new template name and click Save. All the template details are copied to the new template.
Delete
The users can delete the existing templates.
If the user clicks the delete icon in the actions tab, the below popup appears:
Click Yes to delete the template.
Settings
If the users click Setting in the action tab, more configurations are available as shown below:
Template
Registration
Login
Profile
Design & UI
Loyalty
Verification
GDPR
Registration
New fields are added to the Registration form.
Field ID: A unique identifier automatically generated by the system to distinguish the field from others.
Field Type: Indicates the category or type of data the field is designed to store (e.g., text, number, date, drop-down, checkbox, etc.).
Field Name: The user-friendly name or label assigned to the field for easy identification.
Is Required: Indicates whether the field is mandatory for users to fill out.
Validation Type: Specifies the type of validation applied to the field's data.
Use in Registration Form: Determines whether the field is included in the registration form presented to users during registration.
Status: Displays the current status of the field. If set to Active, the field is accessible and functional. If set to Inactive, the field is disabled, and users won't be able to interact with it.
Actions: Provides options to manage the field. The Edit action allows administrators to modify the field's properties or settings. The Delete action removes the area from the system.
Export: The list of fields can be downloaded in three different formats: Excel(Max 10K Records), CSV(Max 10K Records), and PDF format.
Create New Field in the Registration form
Add the new field in the Registration form by selecting Add New
Field Status: This indicates whether the field is active or inactive. It is changed by toggling the switch ON (active) or OFF (inactive).
Field Name: This is where you input the name of the field, providing a label for the data the member should enter.
Element Name: Choose an element (data type) for the field from the drop-down list.
Field Type: Select the appropriate field type from the drop-down list.
Is Required: This option specifies whether the field is mandatory or not. When the user selects the Required radio button, the field must be filled out for successful form submission.
Max length: Enter the maximum allowed length of the field, which is applied to text inputs.
Min length: Enter the minimum required length for the field, which is applied to text inputs.
Validation Type: Determine the type of validation the field requires from the drop-down list. Validation helps ensure that the data entered in the field follows a specific format or meets certain criteria.
Activate Placeholder: The placeholder is a temporary hint or example text displayed within the input field before the member provides their input. You can toggle the switch ON to activate this feature.
Placeholder Name: Add the specific text or example you want to display as a placeholder within the field.
Multiple Select: This option allows the member to select multiple options for the field, represented by a "Yes/No" radio button.
Valid Message: Enter the message displayed if the member provides valid data in the field (e.g., correct email format).
Mandatory Message: Enter the message that is displayed if the member leaves a mandatory field blank during form submission.
Form ID: Create an ID for the field to help with sorting and organization in the login or registration form.
Use In Login Form: If this switch is toggled ON, the login form includes the field. In other words, the same fields used for registration are utilized in the login form.
Use In Form: This field is used to determine the position or order of the field within the form. It helps to sort the fields based on their sequence in the form.
Login
The new fields can be added to the login form by toggling the Use In Login Form switch ON in the Registration form.
The following fields appear in the login form:
Field Name: This is where you input the name of the field, providing a label for the data the member to enter.
Field Type: Select the appropriate field type from the drop-down list.
Is Required: This option specifies whether the field is mandatory or not. When the user selects the Required Radio button, the field must be filled out for successful form submission.
Max-length: Enter the maximum allowed length of the field, which is applied to text inputs.
Min-length: Enter the minimum required length for the field, which is applied to text inputs.
Validation Type: Determine the type of validation the field requires from the drop-down list. Validation helps ensure that the data entered in the field follows a specific format or meets certain criteria.
Field Title: Enter the title of the field.
Activate Placeholder: The placeholder is a temporary hint or example text displayed within the input field before the user provides their input. You can toggle the switch ON to activate this feature.
Placeholder Name: Add the specific text or example you want to display as a placeholder within the field.
Multiple Select: This option allows the member to select multiple options for the field, represented by a Yes/No drop-down list.
Valid Message: Enter the message displayed if the member provides valid data in the field (e.g., correct email format).
Mandatory Message: Enter the message that is displayed if the member leaves a mandatory field blank during form submission.
Use In Form: This field is used to determine the position or order of the field within the form. It helps to sort the fields based on their sequence in the form.
Profile
There are two types of subsections.
- Profile list
-
Profile Design & UI
Profile list
Field ID: A unique identifier automatically generated by the system to distinguish the field from others.
Field Type: Indicates the category or type of data the field is designed to store (e.g., text, number, date, drop-down, checkbox, etc.).
Field Name: The user-friendly name or label assigned to the field for easy identification.
Is Required: Indicates whether the field is mandatory for users to fill out.
Validation Type: Specifies the type of validation applied to the field's data.
Use in Registration Form: Determines whether the field is included in the registration form presented to members during the registration process.
Status: Displays the current status of the field. If set to Active, the field is accessible and functional. If set to Inactive, the field is disabled, and users won't be able to interact with it.
Actions: Provides options to manage the field. The Edit action allows administrators to modify the field's properties or settings. The Delete action removes the field from the system.
Create the New Field in the Profile List
If the user clicks Add New the new fields are added to the Profile list.
Field Status: This indicates whether the field is active or not. It is changed by toggling the switch ON (active) or OFF (inactive).
Field Name: This is where you input the name of the field, providing a label for the data the member to enter.
Field Type: Select the appropriate field type from the drop-down list.
Is Required: This option specifies whether the field is mandatory or not. When the user selects the Required Radio button, the field must be filled out for successful form submission.
Max length: Enter the maximum allowed length of the field, which is applied to text inputs.
Min length: Enter the minimum required length for the field, which is applied to text inputs.
Validation Type: Determine the type of validation the field requires from the drop-down list. Validation helps ensure that the data entered in the field follows a specific format or meets certain criteria.
Valid Message: Enter the message displayed if the member provides valid data in the field (e.g., correct email format).
Mandatory Message: Enter the message that is displayed if the member leaves a mandatory field blank during form submission.
Use In Profile Form: This field is used to determine the position or order of the field within the form. It helps to sort the fields based on their sequence in the form.
Map With Extended Attribute: If this switch is toggled ON, the field is mapped with the User Extended Attribute present in the Extended Attributes in Additional Loyalty Settings.
Profile Design & UI
Page Template: This field contains the code that defines the overall structure and layout of the profile page. It includes HTML code to create the basic framework for displaying the profile information and other elements.
Page CSS: This field contains the CSS (Cascading Style Sheets) code responsible for styling the profile page. CSS is used to control the visual appearance of the page, including fonts, colors, spacing, and positioning of various elements.
Text Message: This field holds the text content that is displayed on the profile page. It could be a brief description, or any other text relevant to the member's profile.
Edit Profile Button: In this field, the value for the Edit Profile button is defined. It likely contains the text that appears on the button, such as Edit Profile or Update Information.
Edit Profile Popup: This field includes the code for the popup window or modal that appears when the member clicks on the Edit Profile button. The popup UI contains form fields or other elements that allow the member to make changes to their profile information.
Design & UI
The Design and UI codes for the forms are added in this section to the following pages.
Registration Page
Login Page
Forget Password Settings
Change Password Settings
Reset Password Settings
User Role Settings
Registration Page
The UI for the registration page is designed in this section.
CSS: This field contains the CSS (Cascading Style Sheets) code responsible for styling the profile page. CSS is used to control the visual appearance of the page, including fonts, colors, spacing, and positioning of various elements.
Registration Page Template: HTML code according to the registration page is added in this field.
Registration Page URL: This field contains the URL link to the registration page. Members can access this page to sign up and create their accounts.
Mobile Registration URL: This field contains the URL link to the mobile version of the registration page. It allows members to sign up using their mobile devices.
Add Profile Photo: This is a switch that can be toggled ON or OFF. If the switch is ON, members can upload a profile photo by providing the link to the image in the Profile Photo URL field.
Profile Photo URL: If the Add Profile Photo switch is ON, members can provide the link to their profile photo in this field. The link should point to the location of the image file.
Activate Social Login: This is a switch that enables or disables Social Login. When it is toggled ON, members can log in using their social media accounts (e.g., Facebook, Google, Twitter, etc.).
Handle Login URL: This field contains the URL link to the login page. Members can access this page to log in to their accounts.
Register Button Value: This field contains the value or text that appears on the registration button. It specifies what the button says, such as Register, Sign Up, or any other text indicating the action of creating an account.
Client Page URL: This field contains the URL link to the landing page that users are redirected to after successfully logging in.
Login Page
The UI for the login page is designed in this section.
Login Popup CSS: This popup window contains the CSS (Cascading Style Sheets) code responsible for styling the profile page. CSS is used to control the visual appearance of the page, including fonts, colors, spacing, and positioning of various elements.
Login Page Template: HTML code regarding the login page is added in this field.
Login Page URL: This field contains the URL of the login page. Members can access this link to visit the login page and enter their credentials (e.g., username and password) to authenticate themselves.
Mobile Login Page URL: This field contains the URL of the login page specifically designed for mobile devices. Mobile login pages are optimized for smaller screens and touch-based interactions, providing a user-friendly experience for mobile users.
Login Button Value: This field contains the value or text displayed on the login button on the login page. Typically, the login button's text reads Login or Sign In, prompting members to click it after entering their credentials to initiate the authentication process.
Forget Password Settings
The UI for the forget Password page is designed in this section.
Style Type: This field determines how the message is displayed to the member. It can be either Inline or Popup. Inline means the message is shown within the content of the page, while Popup means the message appears in a separate popup window.
Forgot Password Message: This is the message that is displayed to the member when they click on the Forgot Password option.
Custom Image URL: This field allows the inclusion of a custom image to be displayed along with the Forgot Password message. Users can enter the URL of the image.
Forgot Password Popup: This indicates whether the chosen Style Type is a popup. If this option is selected, it means the Forgot Password message is shown in a popup window.
Forgot Password Error Message - Blank Entry: This is the error message that is shown to the member if they submit the Forgot Password form without entering any information (i.e., leaving the field blank).
Forgot Password Error Message - Invalid Entry: This error message is displayed to the member if they enter invalid information (e.g., an incorrect email address) when attempting to reset their password.
From Name: The name of the member or sender who is sending the Forgot Password email.
From Email: The email address of the member or sender who is sending the Forgot Password email.
Reply Email: The email address to which users can reply if they have any questions or issues related to the Forgot Password process.
BCC Email: If there is a need to send a blind carbon copy (BCC) of the Forgot Password email to specific addresses, those addresses are entered here.
Email Subject: The subject of the Forgot Password email that is sent to the user.
Email Body: The main content or body of the Forgot Password email. This contains instructions and a link or button for the user to reset their password.
Thank You Popup: This field indicates whether a Thank You popup is shown to the user after they have completed the Forgot Password process.
Forgot Password Button Value: The text or value to be displayed on the button that initiates the Forgot Password process.
Change Password Settings
The UI for the change password page is designed in this section.
Change Password Template: The UI design of the Change Password page (HTML code) is added in this field.
Change Password for Social Login: The UI design is provided to change the password of the member for the social login.
Reset Password Settings
The UI for the reset password page is designed in this section.
Reset Password CSS: This field contains the CSS (Cascading Style Sheets) code responsible for styling the profile page. CSS is used to control the visual appearance of the page, including fonts, colors, spacing, and positioning of various elements regarding the reset password page.
Reset Password Template: The UI design of the reset password page (HTML code) is added in this field.
User Role Settings
The UI for the user role page is designed in this section.
Enable User Role: The user role is enabled if the toggle switch is ON.
Loyalty
Activate Registration Action: When the toggle switch is turned ON, the feature is activated to allow members to register in both the RaaS and Annex Cloud databases.
Registration Action: This field contains an ID that uniquely identifies this particular action within the system.
Verification
Activate Verification Expire Link: This toggle switch enables or disables the expiration of the verification link sent to users. When it's ON, the verification link has a limited validity period before it becomes invalid.
Verification Page CSS: This field contains the Cascading Style Sheets (CSS) code that defines the appearance and layout of the verification page. It controls the page elements such as style, fonts, colors, margins, and positioning.
Verification Template: The code entered in this field represents the structure and design of the verification page itself. It includes HTML code to create the user interface where members input their verification codes.
Verification Email Subject: This field contains the subject line of the verification email sent to members for verification. It typically includes a brief and relevant description of the email's purpose.
Verification Email Body: In this field, the content of the verification email is added. It includes the actual verification link, instructions on how to complete the verification process, and other relevant information.
Verification HTML Template: This field contains the HTML code for the overall structure and design of the verification email template.
Consent Confirmation Popup: This is a popup that appears to members after they complete the verification process. It provides them with information regarding their verification status or any related actions they need to take.
Activate Welcome Email: When this toggle button is ON, a welcome email is sent to members after they complete the verification process.
Welcome Email Subject: This field contains the subject line of the welcome email, which welcomes members to the platform or service they've just verified for.
Welcome Email Body: The content of the welcome email is added in this field. It typically contains relevant information about useful links or tips for new members.
GDPR
To implement GDPR compliance, you need to ensure that you handle personal data following the General Data Protection Regulation (GDPR) rules. This includes obtaining explicit consent from the member before storing their data, providing them with control over their data, and having a process for data deletion if requested by the member.
Activate GDPR: If the toggle switch is ON, then the GDPR is enabled.
Consent Text: The consent text is the statement or agreement that the member needs to confirm before their data can be stored or processed. It is clear, specific, and unambiguous, explaining the purpose of data collection and usage. The consent text is easily understandable, and the member has the option to withdraw their consent at any time.
Alert Message: The alert message notifies the member that member data is stored in the database after obtaining their consent. It reminds the member of their right to access, modify, and delete their data at any time.
Privacy Policy: The Privacy Policy is a legal document that outlines how Annex Cloud collects, uses, discloses, and manages personal data. It covers the types of data collected, the purposes of data processing, data retention periods, user rights, security measures, and contact information. The URL of the Privacy Policy is provided to the members in this field to review the full document.
Terms and Conditions: The Terms and Conditions document outlines the rules and terms under which the member uses the RaaS service. It covers various aspects of the member's rights and obligations. The URL to this document is provided to the members in this field to review the full document.