Configure Advanced Sign Up

To determine how Advanced Sign Up displays on your website, configure the properties on the SuiteCommerce Configuration record. You can choose the form titles, button labels, error messages, and more. You can also determine which fields to include on your form according to what information you want to gather from users.

The form only supports asking for one address, but you can create custom fields to support additional address information as needed.

To configure properties:

1. After activating the Advanced Sign Up extension in a NetSuite Account, go to Commerce > Websites > Configuration.

   For more information about activating an extension, see Manage Themes and Extensions.

2. Select the website and domain where the Advanced Sign Up extension is activated and click Configure.

3. Go to the Extensions tab.

4. In the Advanced Sign Up subtab, fill out the listed fields for each category, using the tables below as references.

5. Click Save.

General Fields:

Field	Description
URL Path	Sets the URL path for the Advanced Sign Up form. Do not use the URL path /register. This creates an error with your site.
Header Link	Sets the label for the header link. This field only applies if the Type of Customer Registration field on the Web Site Setup record is set to Existing Customers Only. For more information, see Before You Begin.
Login Form New Account Message	Determines the message to display offering users to register for a new account. The placeholder [[link]] is automatically replaced by the Login Form Link.
Login Form Link	Sets the label for the login form link. This link is used in the Login Form New Account Message and leads to the URL path listed in the URL Path field.
Register New Users As	Determines how new users are registered in NetSuite.
Form Countries	Determines which countries appear for the Countries field of the sign up form. You must select at least one country if you want the Country field to appear on the form. Selected countries must also be listed in the Countries Web Store Ships To field, located in the Shopping tab, Shipping Page subtab of the Web Site Setup record.
Offer Marketing Email Subscription	If checked, offers a marketing email subscription on the sign up form. For users who choose to subscribe, the Global Subscription Status field is set to Soft Opt-In and subscription fields are checked on the customer or lead record.
Marketing Email Subscription Label	Sets the label for the marketing email subscription option on the sign up form.
Auto-Approve Accounts That Meet Criteria	If checked, auto-approves accounts that meet specific criteria set in the Auto-Approve Saved Search.
Auto-Approve Saved Search	Determines the saved search that NetSuite uses to auto-approve accounts that meet specific criteria. For example, you could set up a saved search that only returns customer records with a certain type of email address. If you select this saved search to use for auto-approval and the user completes the form with a qualifying email address, the user is automatically approved. For more information about creating a saved search, see Defining a Saved Search.
Assign Role	Sets the NetSuite User Role to assign to new users.
Price Level	Sets the price level to assign to new users.

Messaging Fields:

Field	Description
Form Header	Sets the header to appear at the top of the sign up form.
Form Title	Sets the title for the sign up form.
Form Subtitle	Sets the subtitle for the sign up form.
Submit Button Label	Sets the label for the button that submits the sign up form.
Confirmation Title	Sets the title for the confirmation that appears after successfully submitting the sign up form.
Confirmation Message	Determines the message for the confirmation that appears after successfully submitting the sign up form.
Required Field Warning Message	Determines the message to display when a required field is left blank. The placeholder [[field]] is automatically replaced by the field name.
File Too Large Error Message	Determines the message to display when a user selects a file that is too large. For fields where the Field Type is File Upload, a user can upload a file with a maximum size of 10 megabytes (MB).
Submission Error Message	Determines the message to display if the sign up form experiences a failure with submission.
Email Template	Sets the email template used for the Advanced Sign Up email alerting users that their registration is pending approval. To create an email template, see the Set Up the Status Pending Email Template section below.
Email Employee Sender	Determines from which employee the Advanced Sign Up email originates. You must select an active employee for this field to avoid problems with the Advanced Sign Up email.

Form Fields:

For each field you want to include on the Advanced Sign Up form, insert a row in the Sign Up Form Fields table, and complete the following fields as needed.

Field	Description
Field Type	Sets the type of field to use on the sign up form. For fields where the Field Type is File Upload, a user can upload a file with a maximum size of 10 megabytes (MB).The following file extensions are supported: JPEG, PNG, and PDF.
Field ID	Links the Field ID of the NetSuite field you want to employ to store values for this field. You must set a Field ID for every form field. If the field does not have a corresponding internal Field ID, you can make up an ID to act as a placeholder. You can use NetSuite fields native to the customer record or custom fields.
Label	Sets the field label to display on the sign up form.
Placeholder	Sets the placeholder to display for the field on the sign up form.
Required	If checked, makes the field required on the sign up form.
Pattern	Determines the desired pattern for the field using regular expressions. For example, if the field is asking for a 5-digit zip code, you can enter: ^\d{5}$.
Field Error Message	Determines the message to display for a field when a user completes the field incorrectly.

Related Topics

Set Up Advanced Sign Up Email Templates

View the Advanced Sign Up Saved Search

Customize the Advanced Sign Up Form with Site Management Tools

General Notices