Kavi® Members Help

Chapter 152. Configure Individual Signup and Renewal Options

Overview

The Configure Individual Signup and Renewal Options tool is used to define the way that signup and renewal options will be presented on individual signup and renewal forms. Configuration options include: whether the user's company is preselected, selected from a list, and whether the individual will be allowed to enter the name of a company not on the list; and the terms and conditions content and click-through behavior.

Use the Configure Individual Signup and Renewal Options page to:

Configure the signup and renewal process for individuals.

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How to Use the Configure Individual Signup and Renewal Options tool

Set Options

Configure individual signup and renewal settings for individual signup forms.

Individual Member Signup and Renewal
Default Company for Individual Members

Select a company that will be preselected in the list of companies displayed to individuals, or leave set to the default if no company is to be preselected.

Select Company from List

Set whether new individual members should be allowed to select their company from a list or be assigned to a default company.

Allow Individuals to Request New Company

Set whether new individual members should be allowed to enter a new company name if their company does not exist in the Kavi Members database.

Post-Signup URL for Individuals

Enter the URL for the page to which users should be automatically redirected after completing the individual signup or renewal form, or leave this field blank to have the user returned to the page from which the user accessed the form.

Terms and Conditions
Click-Through

Set this to 'New Members' or 'Renewing Members' or both; or leave blank if users should skip the terms and conditions click-through.

Terms and Conditions

If this organization requires new or renewing members to agree to terms and conditions, enter a Terms and Conditions statement as plain text or HTML.

Click-Through Text

Enter the labels for the pair of links that will be displayed on the terms and conditions page that indicate whether the user a) agrees to the terms and conditions or b) does not agree.

Done

You have just configured the individual signup and renewal options for this organization, and this information is displayed for you to review.

Most of these fields are familiar from other Kavi Members pages, those that may not be include:

Click-Through Agree Text

This text is displayed as a label for the checkbox that an individual clicks to indicate agreement with this organization's Terms and Conditions.

Click-Through Dissent Text

This text is displayed as a label for the checkbox that an individual clicks to indicate disagreement with (i.e., dissention with) this organization's Terms and Conditions.

Done

You've just configured the signup and renewal options for individuals. Your new settings will be implemented immediately!

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