All forms take standard visitors to your web site and turn them into either a lead or a user.

When creating a form, select “User Status” as “Active”. Following submission of the form, the user’s account will instantly be activated.

When creating a form, select “User Status” as “Pending E-Mail Activation”. Following submission of the form, the user will be required to click an activation link within an e-mail before his/her account becomes active.

When creating a form, select “User Status” as “Pending Administrative Activation”. Following submission of the form, the user’s account will not become active until an administrator manually activates the user’s account.

Function: Turns a visitor into a lead

• E-Mail
• Phone Number
• First/Last Name

Functions: Turns visitor or into a user

• Username
• Password
• E-Mail
• First/Last Name

• Select “Form Type” as “Paid Registration”
• A new section (entitled “Products”) will appear on the page
  • Select the products that a user will be able to purchase when he/she registers
• Important: Since the user will be purchasing one or more products with his/her registration, the user’s account will be associated with the purchased product’s settings as opposed to the registration form’s settings. This means that the secure areas, newsletters, and digital products associated with the products that the user selects during registration will be assigned to the user’s account following registration. This is a key distinction between “Paid Registration Forms” and “Free Registration Forms”

Functions: Turns visitor into s user

• Username
• Password
• E-Mail
• First/Last Name

• Select “Form Type” as “Free Registration”
• Select the “Secure Areas of Access”, “Newsletter Subscriptions”, and “Digital Products” to which the user will be granted access following registration

In the event that you want to sell access to a secure area, newsletters, or digital product following a user’s registration, you can do this using the shopping cart and products.

Note: Before you begin, we recommend that you create your custom database fields.

From the administrative control panel:

• Hover your mouse over “Setup” and click on “Add a Form”

Note that some of the following settings do not apply to “Paid Registration Forms”. Settings that do not apply to these forms have been underlined below:

• Name: Input a generic name for the form.
• Description: Input a generic description for the form.
• Form Type: Select whether the form will be “Paid”, “Free”, or a “Lead” form (more details included above)
• Account Expiration: select whether you want the user to have a lifetime account or an account based on a specific length of time.
• Template Generated: Select whether you want the form to be automatically generated by ppSD2 or manually designed by you (for information on creating a Custom “Stand-Alone” Page, see the section below).
• CAPTCHA: Determines whether the user will have to input a CAPTCHA before registering.
• Exclude From List: If this checkbox is ticked, the program will hide the form from the list of registration forms available at http://www.yoursite.com/ppSD2/register.php
• E-Mail Notification: Where should “registration complete” e-mail notifications to administrators be sent following a successful registration? If left blank they will be e-mailed to the “Company E-Mail” as established within the program options.
• Redirect: Where should users be redirected to following a successful registration? This should be a full URL. If left blank, the program will display the standard “registration complete” template (”Setup” > “Edit Templates” > HTML Templates: “Registration Complete”)
• User Status: See section above entitled “Types of Forms”
• Restrict Registration: The program can secure a registration page from general access. If this checkbox is ticked, the user will require an “Access Code” to register (See section below entitled “Generating Access Codes”)
• Login Limits: The program allows you to limit how many times a user can log into his/her account following registration. Input any number into this field to control how many times a user can log in. If you do not wish limit how many times a user can log into his/her account, leave this field blank.
• Secure Areas of Access: Select the secure areas to which the user should have access following registration.
• Newsletter Subscription: Select the newsletters to which the user should have access following registration.
• Digital Products: Select the digital products to which the user should have access following registration.

Users will be required to have an Access Code to register from any registration page marked as Restrict Registration.

Assuming that a form has been marked as “Restricted Registration” (more information available above in section “Form Settings”), do the following from the administrative control panel to issue codes for this form:

• “Setup” > “List Forms”
• Click the “Pencil and Key” icon
• On the resulting page, you can choose to either send codes to specific emails or issue a certain number of codes.

In the large text box, input the e-mail addresses (one per line) to which you wish to issue a code for this registration form. The e-mail sent to these users will be generated using the template “Setup” > “Edit Templates” > E-Mail Templates: “Issue Registration Codes”.

In the small text box labeled “Quantity”, input the number of codes that you wish to issue.

• “Setup” > “List Forms”
• Under the “Name” column, a link named “View Codes” will appear.
• Click the “View Codes” link[1].
• The resulting screen will display all issued codes, whether the codes have been used, and will allow you to delete codes.

A “Stand-Alone” form, unlike a “Template-Generated” form, is one that you create from scratch and which is NOT rendered by ppSD2.

Click here for more information.

If a form is denoted as “Restricted Registration”, users will be required to input a code prior to registering from the form. Codes can be issued by clicking the “issue code” icon listed on the “Setup > List forms” section of the control panel. Users can register using the code, which must be embedded into a link. The format for this link is:

http://www.yoursite.com/ppSD2/register.php?id=form ID here&cid=code_here

• Click here for more information on how the program determines what secure areas, newsletters, and digital products a user will have access to after registration.