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Create a Registration Offering for the Self Service Portal (V2)

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Crystal Robertson
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To create a registration offering for the self service portal, you must specify the general settings for the registration offering as well as the plans available for purchase. You may also wish to configure the appearance of the plan cards that will appear in the offering.

To specify the general settings:

  1. Navigate to Portals>Offerings.

    The Registration Offerings page appears.

  2. PortalV2_ResgistrationOfferings1.png

    In the upper right corner of the page, click Add Offering.

    The Create Offering page appears.

    PortalV2_GeneralSettings.png

  3. Enter a Title for the offering.

  4. Create a Key for the offering, The must be alphanumeric and cannot cannot contain any spaces.

    This key is used as the subdomain in the web address of your portal; for example, if your business name is Freemont Enterprises and you create the key freemontenterprises, the web address of your portal will be https://freemontenterprises.com/

  5. Enter the URL for your company's Terms and Conditions page, for example, https://yourcompany.com/terms.

  6. Specify whether or not a payment method must be provided by the customer to complete the setup.

  7. Select what will happen when a customer successfully registers. Your options are:

    • A thank you page appears, OR

    • A thank you page appears with a button bearing the Redirect Label you entered that links to the Redirect URL you specified (for example, your company website), OR

    • The customer is immediately redirected to the Redirect URL you specified

  8. Click Save to create the registration offering,

    You are returned to the Registration Offerings page.

To set the plans available for purchase:

  1. On the Registration Offerings page, click the offering you just created.

    The Edit Offering page appears.

    PortalV2_EditOffering.png

  2. Scroll down to the Plans section of the page. The plans from your Catalog appear. Plans that are not yet active cannot be made available for purchase.

  3. For each Plan in the list, use the Yes/No toggle buttons to specify whether the Plan is available for purchase.

    To set the availability for more than one plan at a time, use the checkboxes in the left column to select the plans you wish to change, then click either Available for Purchase or Not Available for Purchase to change all of the selected plans to the selected availability.

To customize the appearance of a plan card in the offering:

  1. On the Edit Offerings page, under Plans, find the correct plan.

  2. Click Configure.

    The customization options appear.

    PortalV2_EditOffering_Appearance.png

  3. Change any of the following, as desired:

    • The title of the plan that appears on the plan card in the offering

    • The description of the plan (use the tools in the toolbar to format the text and add images or links)

    • The button text (the default is "Buy")

    • The availability of the plan for purchase

  4. Check the appearance of your Plan Card in the preview pane. If you are satisfied, click Set to commit your changes.

  5. Repeat steps 1 through 4 for any additional plan cards you wish to customize.

When you are done configuring the new registration offering, click Live on the Registration Offerings to view it in your portal.

RELATED TOPICS:

Self Service Portal Version 2 (May 2018)

 

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