Adding Custom Sign Up Fields to the Registration Form

You can gather unique details about your students by customizing your course/plan registration forms to request the information you need when a student signs up. In this article, we'll explain the standard registration form, the different custom fields, and how you can create your own custom fields in the form. 

Standard registration form

The standard/default form includes these fields:

• First Name
• Last Name
• E-mail
• Password
• Password confirmation
  • Note: Private domains also include an Access code field.
    
    

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Common use cases for custom fields

You can also use custom fields for your registration forms. Below, you can see a list of different custom fields companies commonly add to their registration forms, including:

• Company Name
• Address 
• Store Number
• Job Title

 Example of Job Title custom field:

Creating a custom field

You can create your own custom fields via your Skilljar dashboard. To add your own custom fields to your registration forms, follow these steps: 

1. Go to your Skilljar Dashboard, expand the Domains & Publishing header, and select Domains to open the Domains page.
2. Find the domain for the form you want to edit and select Domain Settings. 
   
   
   
   
3. Select New Signup Field under the list in the Signup Fields section to create a new field. A drop-down selection will appear. 
4. Select either Free-Form Text, Pick-List or Checkbox. See below for the kind of field you want to choose.
   
   

Pick-list

Provide a pick-list to specify choices for available responses. This type of sign-up field can be used to create groups.

When you select picklist, you'll be asked to complete these fields/choices:

• Label - The name of the field that displays to the trainee.
• Help text - Displays next to the field on the registration form (if provided).
• Required - Check this box to make the field required or leave it blank to offer it as optional.
• Active - Select Active to save the field and make it live.
• Options - The options that a trainee can select. You can reorder the options by selecting the arrow next to an option, and dragging and dropping it as desired.

Free-Form Text

This produces a free text field that allows the trainee to type in their response, up to 100 characters in the pick-list and 500 characters in the text box. You are not able to create groups based on this sign-up field.

Field components:

• Label - The name of the field that displays to the trainee.
• Help text - Displays next to the field on the registration form (if provided).
• Regex validator - Validates a trainee's response meets certain criteria or will prevent the trainee from registering.
• Regex validator error text - Displays to the trainee when they try to submit the form if the regex validator criteria is not met.
• Required - Check this box to make the field required or leave it blank to offer it as optional.
• Active - Select Active to make the field live.

Checkbox

This adds a checkbox next to a specific term. This is great to use for anything you'd like students to opt-in for, like terms and conditions, or a mailing list.

Field components

• Label - The text that will be displayed next to the check box.
• Help text - Displays beneath the checkbox. HTML can be used here to link elsewhere.
• Required - Check this box to make the box required or leave it blank to offer it as optional.
• Active - Select Active to make the field live.

Adding a pop-up modal to a registration check-box

You can also add a pop-model to your registration text box. In this case, you can create a pop-up that students can open while registering for an account. This is ideal for informational text like Terms and Conditions.

To do this, follow these steps: 

1. Go to your Skilljar Dashboard, expand the Domains & Publishing header, and select Domains to open the Domains page.
2. Find the domain for the form you want to edit and select Domain Settings. 
3. Select New Signup Field under the list in the Signup Fields section to create a new field. A drop-down selection will appear. 
4. Select Checkbox.
5. Add the following to the Help Text box, modifying it for your own use:
   • <a href="add your link address" data-reveal-id="termsModal">Text, such as, Click here to read the terms of service</a>
6. When you're finished, select Save.
7. Select the Theming header on your dashboard navigation bar and then select Theme.
8. On the next page, select the theme you want to edit from the list to open its settings.
9. Scroll down to and expand Code Snippets.
10. In the Global code snippet box, paste the following:
    

        <div id="termsModal" class="reveal-modal">
    
        <p>This is where my terms go</p>
    
        <a class="close-reveal-modal">&#215;</a>
    
        </div>
        

11. Between the <p> and </p>, change the text “This is where my terms go” to be anything you'd like. You can replace that entire line to include any valid HTML tags as well. 
12. When you're finished, select, Save and Continue Editing or Save.

Manage custom fields

To manage and edit your existing custom field's status and order, follow these steps:

1. Go to your Skilljar Dashboard, expand the Domains & Publishing header, and select Domains to open the Domains page.
2. Find the domain for the form you want to edit and select Domain Settings. 

Editing

Find the field you want to edit in the Signup Fields section and select the pencil icon to open the settings page. 

Change status

To change the status of the field from active to inactive, select the toggle from the fields list.

Change order

To reorder how the fields appear on the registration form, select Change Order. Drag and drop your fields (only custom fields can be reordered) and when you're finished, select Save.