Set Up a Program Registration Form

Let’s talk about how to create a public-facing form on your site that allows collaborators to sign up for programs

In order to do that first we need to create a page. So let’s add a new page

We’re going to name this join our affiliate program

From the block editor. We’re going to click on the little plus we’re going to search for siren

And here you’ll see siren collaborator registration now if we click on this form right here

We can see that there’s all kinds of different settings over on the sidebar that allow us to customize

What happens whenever this form is filled out first off?

We can set the status of any collaborator who signs up with this form we can set them to pending or active

When a collaborator is set to pending they are unable to create any engagements and can’t receive any rewards or actually work at all

Effectively this means hey, there’s a collaborator that has been created and it is pending your approval

For them to be a part of this program

Alternatively, you can set it to active if you just want it to be a completely public program where anybody can join

For this I’m going to set it to pending

Next there’s a field here. This is ‘approve existing collaborators.’

Basically what this does is when it’s checked

Collaborators who sign up will automatically be added to the forms programs in other words if you have a collaborator

who’s on a different program and

They are already signed up. They’re already registered and

They see a form on your site for a different program a different program than the program

They’re currently signed up for and they decide they want to join that program too

And they fill out that form what this checkbox will do is it’ll say oh, hey, we already know this person

We’ve already approved this person in the past

Let’s go ahead and just automatically allow them to join this program

No need to

Do any kind of approval or anything like that if you if this box is left unchecked?

What it will do is it will send you an email and say hey this existing collaborator of yours has requested to join this program

Are they allowed?

So we’re gonna go ahead and leave that unchecked next you can see which programs you want this person to automatically be associated with

Whenever they fill out this form

So in this case, I only want them to be associated with the affiliate program

but say you had a course creation program or something like that, maybe a blog content bonus program or

Just multiple programs in general

Maybe you have an affiliate program plus a bonus program that runs like special things on occasion in those cases

Maybe you want somebody to automatically sign up for multiple whenever they sign up for this form

So you can set as many of those programs as you want right here

next you can customize the submit message to

Specify what it says after they fill out the form, okay, so that’s good for now

Obviously you would want to have some copy and some other things here as well

But we’re not gonna bother with that for now. We’re gonna click the publish button and we’re gonna view that page

Let’s assume that we’re a visitor on this site and we don’t have an account or anything like that at all yet

And we’ve decided that we want to join this program

So we’re gonna add our nickname and then the name will be Steven Winter and the email address could be something like I don’t know

Steve at Steve dot go

Okay, so we’re filling out this form and we click submit. There we go. Just like that. We received a message

It says thank you for your interest. We sent you a confirmation email check your inbox and just like that

We’ve received an email that says we received a request to create a collaborator account on our site

If this wasn’t you you can ignore this email

So what this email is is it’s actually being sent specifically to Steve in this case and it’s saying hey

Somebody on the internet filled out this form using your email address

We’re gonna send we’re sending this email to you just to make sure that it was actually you and it wasn’t somebody else

Just doing something weird. So yes, that was us. We are in fact Steve in this case

So let’s click on this link and there we go. Just like that. It just says all set

Your request has been submitted. You can close this window

Now if we visit the collaborator screen, we can see that Steve has an account

His name’s here his ID his email address and what program he was added to is all right here

And you’ll also notice that his status has been set to pending

So if we click on Steve we can manually change his status right here. We can set him to active

Alternatively, we could have checked the box and clicked activate

Either one would work just fine, but you can see he is now set to active in this scenario

We have three different programs on our site an affiliate program a super affiliate program and a blog content program

The affiliate program is public facing and anybody can join it

We also want the blog content program to be public facing so that anybody can join it as well

However, the blog content program is a completely separate thing and we pay it on top of what we pay for our affiliate programs

So we want to actually create in a way for our collaborators who are in say the affiliate program

To also be able to publish content on our site

so in this case

we actually want separate form for them to be able to register for the blog content program and

Allow them to be able to actually join this program whenever they signed up for that form

So let’s go ahead and do that. Let’s add a new page. We’re gonna call this page

Join our blog content bonus program

And we’re going to use another siren form so you can click on the little plus over here on the side

But I’m a big fan of hitting the backslash to be able to start typing because I’m always searching anyway

So I’ll type in siren there. I’ve got that form again

So this time we’re gonna set the status to pending just like we did before

We’re gonna tick the approve existing collaborators box because anytime a collaborator

Signs up with this one if they’re already a collaborator in a different program

We want to always approve them and just let them in the program

Whenever they sign up they should join the blog content program in this case

Go ahead and click publish. Okay. Now we’re looking at the front-end form on the site

That says join our blog content bonus program

We’re gonna specify our nickname is Brad

Our name is Brad Wellington and we’re actually gonna give the same email address that we use whenever we set up Brad’s collaborator account

Brad at Wellington

And we’re gonna click submit this time whenever we check our email

We’re gonna see

That this was sent to Brad and it says action required validate updates to your account

So basically this is saying hey, we received a request that somebody wants to change your

Affiliate account or that somebody wants to change your collaborator account on this website

If that was you and you meant to do this click on this link

This is how we prevent people from automatically like manipulating other people’s programs and somehow

Messing them up

This was us. We are in fact Brad. Let’s go ahead and click on this link

There we go. All set your request has been submitted so we can now close that window now because we didn’t say

That we wanted to approve it. We did not receive an email

For the approval but had we set it to do that we would also receive an

Email in our inbox to basically review that Brad wants to be added to that collaborator and we would click a link and it

Would approve us. Okay, so now that we’re logged in as the administrator again

Let’s go take a look at our collaborators and there you go. Just like that

You can see Brad has automatically been added to the blog content program