Set Up A Program Registration Form
Concepts Discussed In This Video
What Are Programs?
A set of conditions that specify how and when collaborators earn rewards, along with the amounts of those rewards.
What Is a Collaborator?
Individuals or entities such as bloggers, influencers, or businesses that participate in your programs to promote your products or services.
Transcript
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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