Feature 10:  Registration: Employee Referral Field option

Requirements:

We are running an internal employee contest. For the employee to receive credit, we need a new field added on the Registration page. This field does not need to feed to P21 if we can view the data in CIMM.

• Add a field called “Referral Name” below password fields and align left.

• This is not a required field to register

• Need edit access to toggle that field on/off
• Create a report we can run to export the data
• Include the Referral Name on the notification when there is data available in the field. When it is left empty, this should not show a blank value on the notification. The field should be hidden when the field is inactive.

Solution:

·        Toggle on and off: Add System Parameter called ENABLE_REFERRAL_NAME_FIELD to show/hide this field at registration.

·        Capture at user level: Add Custom Field called Referral_Name under the user account to capture the Referral name with the field is enabled.

·        Report: In Analytics > User Defined Reports, Add a report called Referral_Names_Report that will export data from the user custom field Referral_Name

1.     Attributes within needed: UN, FN, LN, Referral_Name_Field, and Registered Date.

·        Notifications: Include Referral Name in the registration notification.

Enable Referral Name Field

Login to CIMM Portal

Select Administration from the available apps

From the left-hand navigation menu, click on the System Settings dropdown, then the first menu option System Settings.

In the Search field, type in Enable_Referral_Name_Field and click on the search icon.

Y = Yes for enabled, N = No for disabled

To change the value of this field, click on the edit icon to the left of the field as seen above. This will open the Edit and Configure System Parameters screen.

In the Configuration Value field, apply Y or N and click save on the bottom right portion of the screen.

Reload System Parameters

Reload Ecommerce Settings

Once complete with the reloads, navigate to the frontend > Registration Page to verify changes applied successfully.

If Enabled (Y in System Parameters), Registration should include the Referral Name field:

If Disabled (N in System Parameters), Registration should not include the Referral Name field:

Registration with Referral Enabled Process

             Employee fills out the registration form on ssdhvac.com website.

User and estore@ssdhvac.com receives the notification after successful registration and the Referral Name is present in the notification.

Verify Referral Name is capture at the User Custom Field

Login to the CX1 Portal > Select Site Manager App

Search the Username that was registered in the Advanced Search field.

             In the Available Actions dropdown, edit the user.

Navigate to the Custom Fields tab and check the Referral_Name field to verify the Employee’s name is present.

Export a User Defined Report for Referral Name

               Login to the CX1 Portal > Select Analytics

               Go to User Defined Reports > Referral_Names_Report

From here, you can Export the Referral Names Report by clicking the export icon.

Once you export the report, click the blue button on the bottom right portion of the screen Click Here to Download File. This will be available in your downloads folder on your computer device.

The Referral Name added during registration is displayed under the column REFERRAL_NAME_FIELD in the exported user defined Referral_Name_Report.

NOTE: If the referral name field is missed during registration, Employee names can be added to the user custom field manually and saved within the user record.