Regpack provides an easy way to gather initial information about potential applicants and show off a selection or all of your offerings on the FIRST page of your system that you can then embed on your website.
This set-up allows you to delay the account creation step, or bypass it all together, so you can get people signed-up fast!
Below we’ll walk you through the steps to create this set-up along with some expert tips!
Ready in 30 minutes!
- Anonymous Individual or Group Template
- 2-5 forms
- 1 anonymous / roadblocked form
- 1 landing page
- 1-100 products
- 1 product widget on your 1st form
While we’ll go into the settings to make a system anonymous, we’ve made it easy by creating a few anonymous templates that are already set up for this exact purpose.
In the video below, we’re using an anonymous individual system with payments, found under “Course”.
Settings to Make a System Anonymous
If you create a new project from an anonymous template, these settings will already be enabled. It never hurts to check to ensure it’s set up properly – whether you’re creating a project from a template or configuring an existing project.
Ensure the first form in your project is set as “Anonymous”
Head to forms, and hover over the first form (or the form you want to be anonymous). Click “Edit Form Properties” and ensure “Anonymous” is set to “On”.
When you create a new project from a template, be sure to select an Anonymous template like we did in the video above. That way, these will be the default setting in your newly created project.
You can also manually adjust these settings to make a non-anonymous project anonymous.
Project Start Page
Next, set the Project Start page to your anonymous form. You can find this by heading to Project Settings and clicking the Registration tab.
For all systems, there will be 2 options for “Project start page” – Login or Create Account page. When you make a form anonymous, like we did in step 1 above, that form will become a 3rd option for your project start page.
Anonymous Registration Settings
While you are in project settings, you’ll find more settings for anonymous registration under the “Registration” tab.
These settings allow you to control how users are saved in the system.
Give users the option to manually create credentials – This will create a password creation box on the 2nd form of your system once they’ve completed the first form. If you do NOT want users to create their own password to log back on, toggle this to “Off”.
Check for duplicate emails – this will prevent duplicate registrations by not allowing a user to create another account with the same email address. We always recommend this setting “On”.
Manual password creation optional – “On” is the recommended setting and will allow users to complete the registration process without any roadblocks. Turning it off will require users to create a password before proceeding.
Email field on the 1st anonymous form
We recommend adding an “Email” form field on your first form, regardless of whether you will require users to create a password for future logins.
The system will automatically map the email entered in the email field as their user email in the back-end – saving users the added step of inputting an email and password when creating an account. This will allow you to communicate correctly with your applicants as well!
Show / Hide Register and Login Buttons on Your Project
In an anonymous system, we recommend you “Hide” the setting “Show ‘login to my account’ link on the top left of screen.
It’s up to you if you’d like to also hide the Login and/or Register button on your project. Navigate to Project Settings –> Appearance to customize the experience your users will see by toggling “Show/Hide” for each setting.
Create Your Anonymous Form
Once your system settings are set up correctly for a no-login experience, you want to now create your first form, which will be the first form that is shown on your website where the project is embedded.
Remember, we recommend including an email field on this form so the system will create the user in the back end with their email address.
You can also take advantage of two things to create a unique experience:
- On-Form Conditional Logic
- Products Widget
- Use of our presentation mode and/or product filter
On-form conditional logic will allow you to show specific products based on the answer to a field question. For example, you can have a question that says “Are you interested in Summer or Fall?” When the user selects “Summer”, products associated with your summer offerings will trigger. If the user selects Fall, products associated with your fall offerings will trigger.
You can also use the product filter if you’d like users to filter themselves by any variable of their choosing. Learn more about product filters here.
You can also use the Products widget to showcase a selection of products. Learn about presentation mode here.
Simply add the Product Widget on the form, as shown below, and select the products you’d like to display on your first form.
Once the product widget is on your anonymous form, you’re all set!
You can take it a step further and have a field, like the one shown above in the video of “Which sessions would you like to see” to have products triggered based on the answer to the question.
This is a great way to filter your offerings to applicants based on their interest.
Using the example above, we’ve triggered all “Summer” products to show in the product widget when the user selects “Summer” in the question above the widget. We’ve triggered all the “Fall” products to show when the user selects “Fall”.
Below you can see how to setup those triggers and how it will look on the Front End.
When to use an anonymous or login- system?
An anonymous system is perfect for
- Displaying your courses on your website (follow the steps to set up presentation mode for a catalog experience)
- Showing your available camp sessions on your website
- Displaying your main events with or without additional sessions on your event page
- Allowing prospective clients to view your offerings before signing-up
- Creating a donation page
- and more!
Sending an email to anonymous users
We recommend triggering an email to send out to the user after the form is submitted that will include their credentials so they can access the system again if needed.
Please refer this article in our help center to learn how to trigger emails.