How to use the built-in “Forgot Password” feature in Certain forms.
- Go to Promote > Communication > Email Templates.
- Add a new email template or edit an existing one. (Note: Set Visible to = “this event only”.)
- Under Email Template Details > Options, select the Use as the template for Forgot Password
check box. (Note: You can only do this for one email template.)
- Under Email Template Details > Append, select the Forgot Password Link Text dynamic data field in the “Other Options” group.
- Append that field into the body of your email template, and add any additional text.
- Go to Forms > Entry, and in the Username and Password panel:
a. Set the Collect? option to ‘Optional’ or ‘Require’.
b. Set the “Password” field to use the attendee’s actual Password, rather than any other field
such as Last Name or Email address. This is required because the Forgot Password feature
is only used to reset the attendee’s actual password.*
c. Set the “Password” display label accordingly; for example, just “Password”.
d. Select the Enable Forgot Password check box.
e. Customize the labels of the fields that are added, or accept the defaults. (See overleaf.)
- Go to Forms > Setup. Under Page Layout, ensure that the Entry section is the first section in your
online form sequence.
- Preview your form.
- A ‘Forgot Password?’ link is displayed below the login fields and above the Continue button.
- When a registrant clicks that link, a modal pop-up window opens. The registrant is prompted to
enter their email address, kicking off the process of setting a new password.
* Technical note: The Password field is on the attendee’s record in your account’s Profiles database. So if your workflow allows one profile to be associated with multiple events, an attendee changing their password would be doing so for all their events if they attend more than one.
Note: If the person clicking the Forgot Password link has not already registered for the event, but does have a Profile record in the account then they still receive the Forgot Password email. That enables them to reset their password and then register (provided “Open Enrolment / Profile Login” is set for the form).
Best Practice: Ensure that the Enforce email uniqueness within this account option is selected in all forms (Plan > Forms > Registrant Details) if you are using this feature.
Otherwise multiple registrants could have the same email address, in which case the Forgot Password email will be sent to the registrant whose record was modified most recently.
(Note: This selection is not retroactive; if you have existing duplicates, it does not correct them.)
- Fields added in Forms > Entry when you select Enable Forgot Password:
Example of the Forgot Password link on the Entry page of a form.
- Example of the Click here to reset your password link in the email.
- Example of the Forgot Password modal pop-up window the registrant sees when they click the
Click here to reset your password link in the email.
- Video: See also the two-minute training video: Forgot Password Email and Form Setup.
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