November Happy Hour will be moved to Thursday December 5th.
November Happy Hour will be moved to Thursday December 5th.
Connect for CRM templates is a sample project that that gives an example of using Connect for CRM functionality and provided with source code.
This document describes how to use Connect for CRM templates to enable user registration and profile editing.
Connect for CRM templates provides shared block and UI components that can be used to enable registration of new users and profile editing for existing users on the website.
Log in to EPiServer 7 CMS editorial interface and create new shared block Connect for CRM – Registration Wizard.
Switch to the all properties editing view and enter the block properties to define settings for registration and profile editing as follows:
When you are done, publish the shared block you have created.
Create new or select existing page on web site where users should register and edit profile. Drop shared block for registration and profile editing in content area on selected page. Publish registration page.
Anonymous visitors are suggested to enter e-mail address to start registration. To avoid fake registration requests it is also required to recognize and enter CAPTCHA code.
Verification message is sent in order to verify user e-mail address. The message contains the URL to continue registration process that is valid during the configured lifetime of registration ticket.
When the user opens an URL from verification message, the user can continue the registration. The user sets the password and enters profile data like first name, last name, country and so on. The user also can select a company to be associated with or create new company. Companies are suggested based on the user’s e-mail address.
When the user clicks the Save button the data is validated and new account is created. User and company information is stored in CRM system as corresponding contact and account entities.
Authenticated users can edit profile on the same page. Note that data is loaded and stored depending on current profile configuration. Make sure that the CRM profile provider is used to store profile properties that are available for editing.
Please refer to Configuring EPiServer 7 Connect for CRM document for more information.