Configure - RegistrationMagic https://registrationmagic.com/category/configure-registration-form/ WordPress User Registrations Forms Plugin Wed, 24 Jul 2024 06:35:13 +0000 en-US hourly 1 https://wordpress.org/?v=6.6.2 Add CAPTCHA in WordPress Login and Registration Form? https://registrationmagic.com/add-captcha-wordpress-login-registration-form/ https://registrationmagic.com/add-captcha-wordpress-login-registration-form/#comments Tue, 16 Jul 2024 16:16:58 +0000 http://registrationmagic.com/?p=39480 How to add CAPTCHA in WordPress Login and Registration Form and its use To add captcha in WordPress login and registration form is a response test which confirms whether the user is human or not. Also, registration forms to be submitted incorporates a Captcha assuring that the user is human. This ensures the security and […]

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How to add CAPTCHA in WordPress Login and Registration Form and its use

To add captcha in WordPress login and registration form is a response test which confirms whether the user is human or not. Also, registration forms to be submitted incorporates a Captcha assuring that the user is human. This ensures the security and protection of an entry made by the user. On the other hand, the use of CAPTCHA prevents spamming as well.

CAPTCHA blocks spammers trying to harvest automated email IDs. Also, blocked are the ones trying to sign up automatically for the unethical use of websites and blogs. A CAPTCHA with distorted letters isn’t readable by anyone other than human.

Download free registration forms from RegistrationMagic’s template directory.

In this tutorial, we learn to add CAPTCHA in WordPress Login and Registration Form.

Navigating to the reCAPTCHA configuration page

Go to “Global Settings” from your RegistrationMagic plugin on your WordPress dashboard.

Add CAPTCHA in WordPress form

Drill into “Security” from the Global Settings page.

Add CAPTCHA in WordPress options

You are now in the Security or Anti-Spam page to configure CAPTCHA settings. Check the box beside the “Enable reCaptcha” field.

RegistrationMagic reCaptcha Setting

Once complete, you are prompted to enter the Site Key and Secret Key appearing as pop-ups. Nevertheless, both these keys play important roles in making the reCAPTCHA work.

Generating Site Key and Secret Key

Click the “here” hyperlink just after the description of the “Site Key” field. This takes you further to Google reCAPTCHA aiding you to create your own reCAPTCHA.

Click on “My reCAPTCHA” at the top right portion of the Google reCAPTCHA home page.

Add CAPTCHA in WordPress captcha home page

Start configuring and generating your reCAPTCHA from the next page. Assign a unique name as the “Label”. Choose the first radio button saying “reCAPTCHA v2”. This embeds an “I’m not a robot” checkbox on the form which is what we are targeting.

Add CAPTCHA in WordPress configuration

Enter a domain name which has not been used before. In this example, we go ahead with example.com. Accept the reCAPTCHA Terms of Service by checking the adjacent check box. Click on “Register”.

Adding reCAPTCHA to your WordPress login and registration form

In the meantime, you can now see your Site Key and Secret Key generated one beside the other. Simultaneously, copy both and paste them in their respective fields on the Anti-Spam page. Scroll down and click the “Save” button.

Add CAPTCHA in WordPress adding captcha

Eventually, you have added CAPTCHA in WordPress login and registration form. To illustrate, check the screenshot below which has the “I’m not a robot” statement embedded with a checkbox beside it.

Add CAPTCHA in WordPress captcha result

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How to Send Automated Welcome Emails in WordPress https://registrationmagic.com/autoresponder-email-message-after-form-submission/ https://registrationmagic.com/autoresponder-email-message-after-form-submission/#comments Mon, 15 Jul 2024 16:58:09 +0000 http://registrationmagic.com/?p=38517 Send Automated Welcome Emails in WordPress with RegistrationMagic As soon as you send automated welcome emails, you complete a user’s sign up process on your site. Though you don’t need to compose every single automated email that you send out, yet an automated email is customizable. There are various WordPress user registration plugins that offer automated email […]

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Send Automated Welcome Emails in WordPress with RegistrationMagic
By sending automated welcome emails you confirm a user’s membership on your site. Automated welcome emails are easy to send and do not need manual composition of every email on the backend. So, enhance the user admin communication on your site with automated emails. So that your users rely on the efficiency and customer support system of your business. 

As soon as you send automated welcome emails, you complete a user’s sign up process on your site. Though you don’t need to compose every single automated email that you send out, yet an automated email is customizable. There are various WordPress user registration plugins that offer automated email templates.

RegistrationMagic is one such plugin that offers various automated email templates that you can customize.

So, whenever your users submit a registration form, RegistrationMagic will help you send automated welcome emails to their inboxes.

We already know, automated emails have become the newest trend in online marketing. According to a study by Campaign Monitor, in 2008, 40% of brands sent a welcome message to their new subscribers. Today 80% of brands send these types of automated messages.

The automated emails of RegistrationMagic are unique since you can even apply fields like username, first name etc. to it.

As an example, the registration form has a field “Date of Birth” which the user fills with “05/05/1990”. Now, in the email, we can add the “Date of Birth” field to customize it. Thus your users will find their “Date of Birth” in the automated welcome emails.

So, let’s go ahead and start the process of setting up automated welcome emails for your WordPress user registrations.

Read More
Complete Automation Guide for WordPress forms

The Automated Email Section of RegistrationMagic

 

 

First, install the RegistrationMagic plugin on your WordPress dashboard. You will find the plugin menu on your menu panel. From there, go to the All Forms link.

Automated welcome emails navigation

You will land on the All Forms page. Here, you will find all the forms that you create through this plugin. Now as you move your cursor on any form card you will find two links appearing at the bottom corners. These are the Dashboard and Fields link.

From the Fields link, you can add custom user data fields to your WordPress user registration forms.

Tips: The custom fields of RegistrationMagic will let you add numbers, space, text area, country, time zone to your default forms. If you want to display your privacy policies or disclaimers you can also add terms and conditions checkbox to WordPress form.

The Dashboard lets you take care of the WordPress form payment, security, design etc.

Automated welcome emails dashboard

 

Clicking on the Dashboard link will take you to the Dashboard page.

Now, scroll down to Auto Responder under the Configure section here. This is the place from where you will find templates for automated welcome emails.

Automated welcome emails configure section

 

Compose the Automated Welcome Email

When you click on the Auto Responder link you land on the form specific Automated Responder set up page. First, check the box “auto-reply to the user”. This turns on automated email messages for the form. The user can now receive an email with a successful form submission.

Checking the checkbox will prompt you to fill in the Subject. Next, you can write the content that the user will find in the mail.

Fill the subject input box with a customized text such as “Welcome User”. This is the subject of the Email that the users will find in their inboxes.

Automated welcome emails product form

 

Then go to the input box. Here, you can add a customized message to your users.

Click on “Add field” to add user data field in the email. As an example, if you add the Email field, the user will receive an automated welcome email with user’s email ID in it.

You can even add media files, change font style, add heading etc. This text is backed by HTML and Mail Merge. You can also use Rich Text to customize your content.

The Add Field drop-down only shows the fields that are already embedded in the form. If it is a new form and fields and there are no added fields, then the “Add Field” drop-down shows the mandatory fields. The mandatory fields are username, password and email fields.

Write a really catchy content as the welcome email for your users. So that your users feel connected with your site. Lastly, click on Save to finish up.

Automated Welcome Emails in the User Area

When your users submit their forms from the frontend, they will receive the automated welcome emails.

Tips: RegistrationMagic, apart from form building, also allows users to create custom user area page in WordPress. Thus your users can view and edit their account details from there. 

So, after logging in your users can view their inboxes from the user area.

In the above image, you can see the area marked in red shows the automated welcome email sent from my site. It has exactly, the same content that I composed from the backend.

The Benefits of Automated Welcome Emails

So, with RegistrationMagic, it was quite simple to send automated welcome emails after every WordPress new user registration. You can also send account verification or deletion warning emails to your users via automated emails of this plugin.

Since there were options to insert link and media to automated welcome emails sending fun notes with welcome offers and discounts is now a cakewalk.

Also, since there are options to include the username or other fields of a user in these emails. It is easy to send personally addressed emails. This way your users feel prioritized and so they keep coming back to your site. Yet the admin does not need to write every single mail.

These emails basically, make the relationship between a site and its user more cordial. When users find your site name on their mailbox right after signing up they tend to visit right at that time. This boosts the footfall on your site and it becomes more popular on the search engine.

Automated welcome emails also come in use if you want to send out words to many people in one go. Whether its an invitation or a sudden meeting in your office. RegistrationMagic’s automated emails can notify all your staff with you having to compose just one mail.

So, rely on this plugin to take care of most of the manual work on your site. As you focus on managing your business more professionally.

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WordPress User Roles, Permissions & Role Editor [Complete Guide] https://registrationmagic.com/wordpress-user-roles-permissions-role-editor-complete-guide/ https://registrationmagic.com/wordpress-user-roles-permissions-role-editor-complete-guide/#comments Sun, 14 Jul 2024 07:26:45 +0000 http://registrationmagic.com/?p=38341 WordPress User Roles, User Levels & User Types WordPress user roles (sometimes referred to as WordPress User Levels or WordPress User Types) extend or limit user control on the site. RegistrationMagic will assign the subscriber role to anyone filling the form. The “User Roles” section in RegistrationMagic’s user role editor helps in the management of previously created […]

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WordPress User Roles, User Levels & User Types

WordPress user roles (sometimes referred to as WordPress User Levels or WordPress User Types) extend or limit user control on the site. RegistrationMagic will assign the subscriber role to anyone filling the form. The “User Roles” section in RegistrationMagic’s user role editor helps in the management of previously created user roles. The role editor also assigns new user roles, as per your workflow.

Presently, there are five standard WordPress user roles. These include administrator, editor, author, contributor, and subscriber roles. Once you are familiar with these WordPress user roles, you can explore them from your WordPress dashboard.

Let us discuss each WordPress user role briefly first.

The Administrator Role

This role designates the user as an admin. Once you are assigned as an administrator, you can control any feature within the WordPress dashboard.

One can edit core files, modify themes and alter the WordPress user roles of others.

The Editor Role

With editor role, you can access any content. However, you will be restricted from making changes to themes and plugins.

An editor will immediately start managing and publishing blog and pages. Link management is also possible besides moderating comments.

Editors can thus manage every speck of a content but cannot alter the settings outside of content.

The Author Role

Authors can only edit their own posts; they cannot  supervise others’ posts. Author has the permission to add content to the media library.

The role rights allow Authors to delete obsolete content. However, they cannot delta or create pages.

The Contributor Role

The contributor will enjoy complete access to modifying, deleting and editing their draft posts. However, contributor cannot publish the post.

Access to the media library is also under restriction. Thus, the contributor needs to get admin authorization to access images, videos, and other media files.

Guest authors can relish this role if they don’t post on a regular basis.

The Subscriber Role

Subscribers can read the post and comment on the post. They can also create a profile through WordPress dashboard.

Configuring WordPress User Roles through RegistrationMagic plugin’s user role editor

From your WP dashboard click on the plugin menu. The first tab underlying this plugin is the “All Forms” tab, navigate to your desired form dashboard.

You will be redirected to a page where you can build, configure and integrate your page. Under the “Configure” header look for “Accounts”.

Form Dashboard

From Accounts page, you can configure WordPress user roles. Check the checkbox to add default Username and Password to the form. This will automatically register users in WordPress user area.

Next, explore the option to assign WordPress user roles. Click the drop-down and you will be able to see the five possible roles that can be assigned.

WordPress User Roles, WordPress User Permissions & WordPress Role Editor settings

Choose any one of them. Click Save.

Alternatively, you can check box “Allow Users Choice of Roles”. This setting allow users to select their roles themselves, manually.

WordPress User Roles, WordPress User Permissions & WordPress Role Editor options

The next checkbox with the phrase “Force login after Registration” force user to log-in once user account is created. The last field “Email as Username” hides the username field. On checking this box, the Email will work as Username.

Click on save. You have now set up the user role for users registering on your site.

Incorporating more WordPress user roles

From your dashboard navigation to RegistrationMagic >> User Roles. You can create brand-new WordPress user role. However, the role can only inherit permission from one of the 5 pre-defined ones.

WordPress User Roles, WordPress User Permissions & WordPress Role Editor advance settings

In this case, we have assigned Role Key and Role name both as Writer. The role key is the value of the role which will be stored in the database. This key will be invisible to user. The role name, however, is displayed on the front end.

The next drop-down lets you select which pre-defined role you want to inherit permissions from. Upon checking the last box “Sign-up charge”, you can redirect your users to make a payment upon choosing a role. Click Save.

Go back to “All forms”. Copy the shortcode from form card. Navigate to the “All Pages” section. Create New Page. Paste the shortcode. Click Update.

WordPress User Roles are now configured in your WordPress User Registration form. Shared below is a screenshot as to how the embedded User Roles will display on your registration form.

WordPress User Roles, WordPress User Permissions & WordPress Role Editor front-end

 

This completes our guide on User roles, User permissions, and user role editor.

If you need a head-start to create your user registration process, visit our detailed WordPress Registration page guide.

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How to Display Custom Success Message in WordPress Forms https://registrationmagic.com/how-display-custom-success-message-in-wordpress-forms/ https://registrationmagic.com/how-display-custom-success-message-in-wordpress-forms/#comments Fri, 12 Jul 2024 16:00:01 +0000 http://registrationmagic.com/?p=40556 Display Custom Success Message in WordPress Forms In order to assure a user that his/her form submission has been successful, sites often display a success message. If you host a professional registration based site, then you might want to display custom success message in WordPress to confirm every successful submission. Users feel prioritized when they know […]

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Display Custom Success Message in WordPress Forms

In order to assure a user that his/her form submission has been successful, sites often display a success message. If you host a professional registration based site, then you might want to display custom success message in WordPress to confirm every successful submission. Users feel prioritized when they know they are being monitored by an authorized site owner.

RegistrationMagic allows users to create intelligent forms to serve different purposes. But the success message for every form is in general, the same. The success message displays itself on the frontend of your site.

With our WordPress registration forms plugin, you don’t need to work much to configure a success message. You can actually display custom success message in WordPress using just the “Configure” section of this plugin.

One can choose to redirect your user to a different page after form submission and display success message in WordPress. One can also keep the user on the same page and display the message there itself. So, let’s proceed with our today’s tutorial, where we discuss how to display custom success message in WordPress.

Navigate to Customize the Success Message

From your WP dashboard click on the plugin menu. The first tab underlying this plugin is the “All Forms” tab. Archived in this section is each and every form created to date.

In this example, we configure success message for users submitting the General Purpose Form. This is the form located to the right side of the “Login Form”.

Hover your cursor on the form envelope and click on the dashboard link. Using this section, you can manage, analyze and configure forms. From here, you also get to set WordPress user roles.

Scroll down directly to the Post Submission area. This area allows you to manage activities after a successful form submission. Using this section, you can also display success message in WordPress. So now, go to the Post Submission area to configure your success message.

Configuring the Success Message

The primary field allows you to write a success message inside the input box. This is the message which users will see upon successful form submissions. You can even add media files such as an image or video to decorate the success message. In this instance, we use “The Form was submitted successfully” as the success message.

Shared below is a screenshot displaying the success message on the frontend, post form submission. Your users need to complete filling the form. Then, click on “Submit” to view this message. You can also have payments associated with your form. There you have the liberty to make your users submit form before collecting payment.

Display Success Message in WordPress frontend

Other fields in this section help you display a unique token number. Turning on the ‘Auto Reply’ feature generates a unique token number. This token number goes into the mail inbox of the user once he/she submits the form.

Toggling the “Redirection” field takes the user to a different page after form submission. You can paste the URL or the page link where you want to redirect the user after form submission. You can also avoid redirection by selecting the “None” radio button. Consequently, your success message will be visible on the same page.

The last field, lets you submit form data to external URL. In case your current server crashes, the form data can be retrieved. As a result, you can maintain a different database for form submission.

You saw how easy it was to display custom success message in WordPress. Online form creation becomes really smooth with this plugin. It also lets you create intelligent contact form along with user registration forms. There are several fields to choose from to create functional forms. No need to code or design pages. Thus, even amateurs prefer this plugin.

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How to Access Registration Form Options from Form’s List? https://registrationmagic.com/access-registration-form-options-from-forms-list/ https://registrationmagic.com/access-registration-form-options-from-forms-list/#respond Tue, 12 Mar 2024 22:05:49 +0000 https://registrationmagic.com/?p=57501 Introduction This article will explore how to access registration form options from the forms list. The main objective of these options is to allow admins better registration form management. How to Access Registration Form Options from Form’s List? After logging in, navigate to the All Forms section from the plugin menu. Click on the Dashboard […]

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Introduction

This article will explore how to access registration form options from the forms list. The main objective of these options is to allow admins better registration form management.

How to Access Registration Form Options from Form’s List?

After logging in, navigate to the All Forms section from the plugin menu.

All Forms Section of the RegistrationMagic

Click on the Dashboard attribute under the registration form.

Dashboard attribute under the Registration Form

You will land on the form options page.

The Build section primarily focuses on the field manager and form design, extensively covered in previous articles.

Build Section

Next, the Configure section enables users to handle submissions, set limits, and utilize features such as autoresponders for emails, and providing control over form functionality and management.

Configure Section

In the Integrate section, you can connect your registration form with external platforms such as MailChimp, Aweber, Dropbox, MailPoet, and others.

Integrate Section

In the Publish section, you may leverage from shortcodes or HTML code for direct frontend usage. Additionally, discover user-related services (for example, user directory and user area), consolidating all user management functionalities within this section.

Publish Section

The Manage section allows for efficient handling of your inbox and outbox tasks, including attachments. Next, delve into detailed form and field analytics in the Analyze section. And, streamline processes by utilizing auto-responder, bulk email features, or crafting custom automated tasks in the Automate section.

Manage, Analyze, and Automate Sections

So you can navigate through various sections such as Build, Configure, Integrate, Publish, etc., to tailor your forms according to specific requirements.

The powerful tools at your disposal will allow you to optimize your forms for better functionality, user engagement, and overall effectiveness.

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How to Restrict WordPress User Access by Passphrase Code https://registrationmagic.com/how-restrict-wordpress-user-access-by-passphrase-code/ https://registrationmagic.com/how-restrict-wordpress-user-access-by-passphrase-code/#comments Wed, 26 Sep 2018 10:17:43 +0000 http://registrationmagic.com/?p=40619 Restrict WordPress User Access by Passphrase Code with RegistrationMagic You have certainly come across registration processes granting you access only after entering a passphrase. So, start replacing generic passwords with privately shared phrases. These are inclusive of spaces and restrict WordPress user access by Passphrase Code. A passphrase is similar to a password. The only […]

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Restrict WordPress User Access by Passphrase Code with RegistrationMagic

When you can control WordPress user access you are sure to secure your site better. With spam users, come chances of hackers who can damage your site beyond repair. A passphrase code is more secure than a password thus more people are choosing it these days.

You have certainly come across registration processes granting you access only after entering a passphrase. So, start replacing generic passwords with privately shared phrases. These are inclusive of spaces and restrict WordPress user access by Passphrase Code.

A passphrase is similar to a password. The only difference being the length of the string and use of spaces. Passphrases do not have character limits as in a generic password with a maximum length of 14 characters. Unlike passwords, a passphrase can include spaces between characters, numbers, and words.

Passphrases, however, are easier to remember and is way more secure than a password. Thus, they are more suitable for your WordPress form security. The length of the phrase is something that stands out from other security codes. A passphrase, for example, can be a memorable quote or random jumbled words which you can relate to.

Read More.
How to restrict WordPress registrations by age and other parameters

RegistrationMagic, in that case, allows users to restrict WordPress user access by Passphrase Code. Using this WordPress registration plugin, you can now gain complete control over creating passphrases. The “Access Control” section in this plugin’s form dashboard helps you decide who can access the form and who cannot. The WordPress restrict access feature lets you have WordPress page access control over users. Thus you stay stress-free about fraud and spam users.

So, let’s discuss how to restrict WordPress user access by Passphrase Code.

Navigate to access complete control over your form

First, install the RegistrationMagic plugin on your site dashboard. Then you will find the plugin menu on your menu bar. From there, click on the first tab “All Forms”.

You will land on the All Forms page which shows all the forms that you create with this plugin. Here, we will work with the General Purpose Form. This is the form lying to the right of the Demo Form.

Hover your cursor on the form cover and click on the “Dashboard” link.

This takes you to the dashboard of your form. The dashboard of any form helps you work on its features and modify them as per your choice. You can also take note of form submissions made to date along with their analytics.

Tips: The Dashboard of a form along with the security, payment etc also lets you take care of the WordPress form design

Now scroll down to the “Configure” section. This section allows you to configure user accounts, general settings, global overrides, and post submission steps. Click the “Access Control” icon to restrict WordPress user access by Passphrase Code.

Configuring “Access Control” Based on Passphrase

You are now on the screen from where you can access control to the form using a date, passphrase or WordPress user roles. Check the checkbox asking you to enable passphrase based form access control. Your users will now have to enter a passphrase to gain access to the form. You can also set this in addition to setting limits by age and date.

Insert a question for asking passphrase in the input box of the first field on checking the checkbox. This question displays itself on the frontend of the form. Underlying is an input box where you insert the passphrase and click “Continue” to access the form.

restrict WordPress user access enable passphrase

Generating “Passphrase Question and Answer” for the frontend

In this example, we use “Enter the Secret Code” as the default question asking for a passphrase. Moreover, you can use any other question for the same. Then fill the underlying “Passphrase” input box with an apt answer to the question. Here, we will use “Register using RegistrationM@gic” as the passphrase. Now, scroll down to “Save” the passphrase configuration.

Notice that a passphrase can have spaces between words and the special characters. So here, “@” replaces the letter “a”. A special character certainly enhances the security of a passphrase. To illustrate, shared below is an image depicting the passphrase question and the input box demanding an answer.

restrict WordPress user access result

Enter the same “passphrase” set with the “Access Control” page in the front-end to enjoy unrestricted access to the form. You can also set multiple passphrases. So, define them in the “Passphrase” input box separating each with a (|). Given below is the way you add multiple passphrases.

“Register using RegistrationM@gic | WordPress default login | RegistrationForm”

You can use any one of them to gain access to your WordPress form. So, this completes the guide on how to restrict WordPress user access by Passphrase Code. In short, implement this WordPress user login plugin today to enjoy form access using advanced security measures.

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How to Restrict User Access by Date in WordPress https://registrationmagic.com/how-restrict-user-access-by-date-in-wordpress/ https://registrationmagic.com/how-restrict-user-access-by-date-in-wordpress/#comments Tue, 25 Sep 2018 07:24:00 +0000 http://registrationmagic.com/?p=40586 Restrict User Access by Date in WordPress Form with RegistrationMagic You must have seen movies classifying themselves based on the age of the viewers. Some movies are accessible exclusively to individuals above the age of 18. Similarly, RegistrationMagic offers a feature which filters users according to different parameters. These parameters include age, user role or passphrase. […]

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Restrict User Access by Date in WordPress Form with RegistrationMagic

If you restrict user access by date in WordPress then you can allow users of a certain age on your site. Often you might have content or data on your site that is not fit for users of all age. Then you can take users on WordPress forms from a select age group.

You must have seen movies classifying themselves based on the age of the viewers. Some movies are accessible exclusively to individuals above the age of 18. Similarly, RegistrationMagic offers a feature which filters users according to different parameters. These parameters include age, user role or passphrase.

This WordPress registration plugin allows you to restrict user access by date in WordPress forms. On the other hand, it also enables passphrase and WordPress user roles based access control.

However, some forms might not be suitable for display to minors. Or it can just be that your membership site takes users of a definite age group. With this top-notch feature, you can now take control of the user age as they register on your site.

To sum up, users need to input their date of birth before filling out the form. This filters their age and decides whether to grant them access to a specific form. The “Access Control” section of this form builder plugin, gives full control to the admin on the age group of his/her users. So let’s start this tutorial on how to restrict user access by date in WordPress.

Read More.
How to restrict WordPress registrations by age and other parameters

Go to Access Control On your WordPress Forms

First, install the RegistrationMagic plugin on your site dashboard. After activating it, you will find the plugin menu on your menu panel. From there, click on the “All Forms” link.

This page will show you all the forms that you create with this plugin. Here, we go ahead using the General Purpose Form. Hover your cursor on the form cover and you will find two links at the two bottom corners. The Fields link allows you to add custom fields and widgets on WordPress forms.

Tips: With RegistrationMagic you have a huge spread of custom fields to add to your WordPress forms. You can add extra space, email field, country, numbers, timezone etc. on the form. For taking lengthy user data, more than a few words you can add a text field in WordPress form.

But to do our job today we will click on the “Dashboard” link.

You are finally on the “Dashboard” page of the General Purpose Form. This section will allow you to analyze form analytics, submissions and configure most of the form elements. You can also build and publish a page using the shortcodes of this space. In short, you can use this section for your complete WordPress form design, payment security etc.

Next, scroll down to the “Configure” heading to add extra specs to your form. This is the section from where we will restrict user access by date in WordPress forms. So, click on the “Access Control” icon to allows various permits in your form.

restrict user access access control settings

After that, we are now going to take care of the “Access Control” of this form.

Set up the “Access Control” of your Form

The first field on this page is used to restrict user access by date in WordPress forms. Upon checking the box, users will have to input a date before they can access the form. This setting is quite useful for WordPress new user registration. Some forms and site content, which are not for a certain age, can be restricted using this field.

restrict user access configure control

The “Question for asking date” is a mandatory field. Whatever question you insert in this section will display itself in the frontend. Then, users will answer this question by entering the date below. To give an example, shared below is an image as to how this date based access control will look on your form.

restrict user access frontend

In this example, the “question for asking date” is set with the text, “Enter your Date of Birth” text. To sum up, this question is asked to the user for entering their birth date. This, in turn, will make sure that users of a certain age group register to your site.

The next field “Limit Type” allows you to select the “Age Limit” or “Absolute Dates” radio button.

restrict user access template

These are Two Limit Types:

  • Age Limit – This limit switches on the lower and upper age limit fields. These fields accept only numbers. Users falling in between the age group defined by the upper and lower limits can only access the form.
  • Absolute Dates – This window switches on the upper and lower date limit fields. Users falling in between the two predefined dates can only access the form.

Other fields enable passphrase based form access control.

Tips: From the Access Control section RegistrationMagic, you can also enable WordPress user roles based form access. So that you can make sure that only your specified user roles get access to your forms

You can also enter an “Access Denied” note which the user will see if access is not granted. Moreover, you can be polite to your users with a note saying “Sorry, you don’t have the authorization to access this content”.

This is how you can easily restrict user access by date in WordPress forms.

Plus Factors of Restricting Users by Date

If you build forms for different age groups on your site for a course, camp, event etc then this feature is of utmost use to you. Since the age groups will then access their own forms and thus register to the courses meant for their own age. In that case, you can keep separate classes for kids and adults. Again for a kids camp which takes users till the age of 10, this feature will make sure, only kids till that age register.

Apart from that, adult membership sites or sites that offer mature content can benefit from the access control feature of this plugin. So, apart from being a WordPress form builder plugin, RegistrationMagic makes your site capable of handling users in a professional way. Thus, due to its ease of use, users consider it as the best WordPress registration plugin.

To know more about RegistrationMagic, please visit our  Facebook Page.

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How to Restrict WordPress Forms By User Roles https://registrationmagic.com/how-restrict-wordpress-forms-by-user-roles/ https://registrationmagic.com/how-restrict-wordpress-forms-by-user-roles/#respond Mon, 24 Sep 2018 07:56:08 +0000 http://registrationmagic.com/?p=40662 How to Restrict WordPress User Roles for Specific Form and Pages “User Roles” play a huge part in any WordPress environment. Essentially, there are five default user roles in WordPress, with each having their own specific set of permissions. The administrator has the maximum authority among all the roles. In order to decide which user role can […]

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How to Restrict WordPress User Roles for Specific Form and Pages

The purpose of WordPress user roles is to let the site owner have control over what the users can or cannot do in the site. Based on the user roles you can now restrict user access on your forms thus enhance your security measures.

User Roles” play a huge part in any WordPress environment. Essentially, there are five default user roles in WordPress, with each having their own specific set of permissions. The administrator has the maximum authority among all the roles. In order to decide which user role can access which form, one must restrict WordPress forms by user roles. Eventually, this will give a boost to your WordPress form security as well.

RegistrationMagic is one such plugin that allows a user to access forms depending on their roles. In this tutorial, we will discuss how you can restrict WordPress forms by user roles in online forms.

Read More.
How to restrict WordPress registrations by age and other parameters

Navigate to “Access Control” on your WordPress form

Install the RegistrationMagic plugin menu on your dashboard. Then, click on the “All Forms” link to land on the All Forms Page.

Here you will find all the forms that you create with this plugin. In this example, we will use the Exam Form. Hover your cursor on the form cover and click on the “Dashboard” link.

 

You are now on the Dashboard of the form. From here, you can configure, publish, and analyze forms. In short, you can use this space for complete WordPress form design. To move forward, scroll down to the “Configure” section. Then, click the “Access Control” icon to enable access control based on date, passphrase or user role.

Restrict WordPress Forms configure access control

Enable WordPress User Roles Based Access Control for your Form

In this article, we will restrict form access based on WordPress user roles. So, scroll down to the “Enable user role based form access control” field. Check the checkbox to enable/restrict access to forms based on the current user role.

Restrict WordPress Forms access control

Only the users belonging to the selected roles from the underlying area can access the form. Select the user roles who can access the form. You can also select multiple user roles using the checkboxes below. Users exclusively with the selected “user roles” can access the form content. In this case, we select the “Administrator” role. This means that going forward no one other than the admins can access the form.

Restrict WordPress Forms enable roles

So, now let us try to access this form from the frontend.

You can see, we are getting an “access denied” message when we are trying to fill this form. This is because we made this form only accessible to the admin, and I am logged in as an Author for this particular example.

User Role Based Account Creation

Now, we can configure a form to create a specific role with every user registration. This way, we can reduce the work of assigning roles to individual users.

First, select a form. Now, we will work with the Product form.

Restrict WordPress Forms all forms

Proceed to the dashboard of the form. Then go to Accounts.

Restrict WordPress Forms configure accounts

In the Accounts page of your form enable “Also create WP account“. Then in “WordPress user role” select any role of your choice. I selected Subscriber. Then Save the settings. Now whoever will fill this form will be automatically assigned the Subscriber role.

Restrict WordPress Forms product form

So, let’s check it out from the frontend. We will go to the User Area and find a user account who has submitted the form. Then we are going to see the role that the user has been assigned.

 

So, we see the user Ron submitted the Product Form. Automatically, he got the role of a subscriber since we configured the form so.

Tips: Similarly, you can also restrict WordPress user access by passphrase with RegistrationMagic. This is sure to make your site more secure than a password.

List of Default WordPress User Roles

Administrator RoleUsers can access the dashboard, modify core files and themes using this role. An admin can also edit other user roles besides enjoying complete control over the content.

Editor Role – This role grants access to a part of the content. Editors cannot access themes, widgets, and plugins. The editor role can publish or edit any page or post.

Author Role – An author can only tweak elements of his/her own post. To sum up, they don’t have permission to access the content of other users.

Contributor Role – After a contributor writes or modifies a post, he/she must seek permission from the admin to publish it. Contributors cannot access media files without the say of the admin or editor.

Subscriber Role – After WordPress new user registration, every user is offered a Subscriber role if not specifically set to any other role. Subscribers can only view your site and comment under your posts. However, they have their own limits. As a subscriber, you cannot alter settings or the content of the site.

Use the checkbox to select which “WordPress User Roles” can access your form. This way you can easily restrict forms by WordPress user roles on your site. This way you can also create WordPress private pages by restricting users based on their roles.

 

With RegistrationMagic, you can create separate forms for separate purposes and users. And in just a few clicks, you are good to go. Hence, managing forms is no more a big deal with the use of RegistrationMagic. To know more about this plugin, visit our Facebook page.

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How to Configure Registration Form in WordPress https://registrationmagic.com/how-configure-registration-form-in-wordpress/ https://registrationmagic.com/how-configure-registration-form-in-wordpress/#respond Wed, 12 Sep 2018 05:15:46 +0000 http://registrationmagic.com/?p=40501 Configure Registration Form in WordPress with RegistrationMagic Numerous sites offer form templates to help users create professional forms. However, registration forms downloaded from the internet might not include every field that the user requires. Also, why go for common form templates when you can custom make your unique registration form. RegistrationMagic is one such plugin that […]

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Configure Registration Form in WordPress with RegistrationMagic

Subscription based membership sites need forms with flawless content and functionality. To do so, a site owner needs to configure registration form in WordPress and customize it to serve their purpose. Usually, a WordPress form building plugin can add necessary relevant elements to the form to make it more dynamic and efficient. 

Numerous sites offer form templates to help users create professional forms. However, registration forms downloaded from the internet might not include every field that the user requires. Also, why go for common form templates when you can custom make your unique registration form.

RegistrationMagic is one such plugin that allows users to configure registration form in WordPress. Added to that, it has its own archive allowing users to download any form from its extensive list. You can download any WordPress registration form from its site for free.

Tips: RegistrationMagic makes publishing forms really easy even for amateur developers. Once can display WordPress form using shortcode with this plugin. Just copy the unique shortcode from the cover of the form. Next, go to a new WordPress page, paste the shortcode and click on Publish. 

By using this plugin, one can easily modify forms like the way they want to, or create a new form in case they need to. Numerous preset fields, login options come with this WordPress registration plugin to make efficient forms.

In this article, we will learn to configure registration form in WordPress with RegistrationMagic.

Adding Fields to the Form

Right after installing the RegistrationMagic you will find the plugin menu on your site dashboard.

The first link on the menu All Forms will take you to the all All Forms page. This page will show you all the forms that you create through this plugin. Also, there is a Login Form on this page, with its own shortcode on the form cover. Users can publish a login form in any page on their site with this shortcode.

Tips: With RegistrationMagic users can also choose to add login form to WordPress sidebar thus keeping the login form handy in every page. So that when users need to login to access any page/product on your site they don’t have to look for the form anywhere else. Thus speeding up the login process and boosting user conversion rate.

 

The forms in the All Forms page will show two links on the form cover if you hover the cursor on it. These are the Fields and the Dashboard link.

By clicking on the Fields link users will land on the Fields Manager page. Then when you click on the Add Fields link at the top left corner of the page, you can start adding the user data fields to the form.

 

Now, a pop up will appear with all the preset fields of this plugin, those which you can add to your WordPress form.

From here you can select the form type and configure the content for the frontend form. This way one can add numerous fields to their WordPress registration pages. Users can configure form number field to profiles images or time zone to social media links to their forms.

Configure Registration Form in WordPress from Form Dashboard

You can also adjust the number of submissions one single user can make. There are many other WordPress form security measures you can take with RegistrationMagic.

Go to the All Forms page from the plugin menu on your dashboard. The form we aim to configure in this case is the third form to the right. Hover your cursor on the form cover. Then, click the Dashboard link to configure the form.

 

The Dashboard displays details of every form submission. In addition, it displays an analytical graph showing the form submissions made over time. Other options allow you to Build, Configure, Publish and Analyze the form dashboard. One can tweak any form setting from this section.

Scroll down to the “Configure” section which is the third subheading from the top. Next, click on General Settings and start to configure registration form in WordPress for the selected form.

form in WordPress global settings

Configuring the Form Template

You are now on the General Settings screen of the form. The form name will display on the form cover as the form title. Form title usually is invisible to the frontend users. However, you can display your form title on the frontend with the help of the Form Meta Data widget.

The Form Description field allows you to include a brief summary of the form. Include details, features and use cases of the form in this input box.

Selecting the Form Type is quite crucial if you are looking to configure registration form in WordPress. This plugin allows the use of two form types.

  • Enable WordPress User Account Creation: This form type registers users on site with successful form submission. Thus it is used for WordPress new user registration.
  • Disable WordPress User Account Creation: This form type doesn’t auto-register users immediately with successful form submissions. This is for users who submit the form to address a query or make form submissions in general. In other words, it is also called a WordPress contact form.

form in WordPress template

Frontend Form Elements

The Content Above the Form field integrates an input box where you can include a text that’ll display on the frontend. This text appears just below the form title. You can address certain terms and conditions or guidelines for filling up this form in this space.

In case your form embeds multiple products, you can display the total sum of the products on your form. The total price updates itself with the addition/subtraction of every product during form submission. To sum up, checking the Show Total Price on the Form checkbox helps you configure WordPress form payment.

form in WordPress payments

The underlying field defines the Form submission limit for a user. You can insert a number to set a limit for the maximum number of times a single user can submit the form. As a result, you increase the security of your form.

form in WordPress frontend

Thus, avoiding spams and fraudulent submissions using this field. Now, click on “Save” to complete the form configuration.

Smart Forms for Smart Solutions

You saw how easily we could configure registration form in WordPress. The General Settings menu of the plugin offers multiple solutions in one page. These give you the basic means to configure your content, security, and type of form. With RegistrationMagic, users can easily convert a contact form into a registration form.

Thus you can use a contact form to collect user details on your site. Then, convert the same form into an account creation one so that your users get a user profile on your site. If you want to maintain a lightweight site then this is a great solution.

Also, the security and payment option on the forms become very useful for e-commerce sites. Who count their revenue on user conversion. So any spam user restricts their authentic user count thus limiting users to one form submission comes in use. Also, form payments in RegistrationMagic come with multiple payment processors like Stripe, PayPal and offline options. Thus opening up options for transactions directly through your form. Allowing you to collect membership charges, cart totals via WordPress forms

For more information on RegistrationMagic, visit our Facebook page.

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How to Override Global Settings in WordPress Forms https://registrationmagic.com/how-override-global-settings-in-wordpress-forms/ https://registrationmagic.com/how-override-global-settings-in-wordpress-forms/#comments Mon, 10 Sep 2018 02:47:28 +0000 http://registrationmagic.com/?p=40539 Override Global Settings in WordPress with RegistrationMagic Want to customize forms for your site? RegistrationMagic is your answer. It offers various fields and options to create the best registration forms. The plugin offers a feature called “Global Settings”. That allows users to manage General Form Settings, Security, and WordPress form payment settings. “Global Overrides” is […]

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Override Global Settings in WordPress with RegistrationMagic

Now,  override global settings in WordPress forms to make every form unique on your site. This feature will help you differentiate one form from the other. So that there is an option to use each form in their own way.

Want to customize forms for your site? RegistrationMagic is your answer. It offers various fields and options to create the best registration forms. The plugin offers a feature called “Global Settings”. That allows users to manage General Form Settings, Security, and WordPress form payment settings. “Global Overrides” is this plugin’s dedicated section aiding you to override global settings in WordPress forms.

In some cases, you don’t need to apply ‘Global Settings’ to a form. This is the point at which “Global Overrides” comes into use. Since it allows you to set specific settings for a single form ignoring “Global Settings” completely. Thus letting you override global settings in WordPress.

Once you enable a global override, that Global Setting for the form will become ineffective. So all you need to do is, turn on the “Global Override” feature of this WordPress register page plugin and neutralize global settings.

On the other hand, not all settings can be overridden. Only those that are available in Global Overrides can be.

In this tutorial, we will learn to override global settings in WordPress forms.

Navigating to the “Global Overrides” section

First, install the RegistrationMagic plugin on your site. Then you will find the plugin menu on your menu panel. From there, click on “All Forms”.

Then you will land on the All Forms page. Here you will find all the forms that you create through this plugin.

Here we are going to work with the General Purpose Form. Hover on the cover of the form and click on “Dashboard”.

 

You are now on the “Dashboard” page of the form. From here you can publish and configure its features. Scroll down to the “Configure” section of your form dashboard. Click on the “Global Overrides” icon and drill into it.

You are now on the “Global Overrides” screen. Note that this setting, in this case, is only relative to the General Purpose Form. Users can override global settings on individual forms from this page.

Override global settings in WordPress global overrides

Setting up Global Overrides

Using the first field, you can choose to send or not send email notifications to every user who submits a form. By checking the checkbox, you can manually add email IDs of users whose notifications you want to receive. You can add recipients by clicking the “Click to Add More” link. To sum up, the new recipient list overrides the list created in “Global Settings”.

The underlying field displays form limits above the form. The front end displays a text saying “10 out of 50 registrations complete” or “1 day left for registrations to close”. Selecting the “Yes” radio button displays the expiry countdown. Whereas the “No” button displays nothing. Further, selecting “Default” fetches the value from “Global Settings” itself.

Override global settings in WordPress settings

Further, for WordPress new user registration, the admin has the right to choose which user he/she wants to take in. If admin selects ‘Yes’ in the “WordPress Registration Auto Approval” field, it activates user accounts post submission. If they don’t want to do so they can select “No”. Then activate users manually. The “User Manager” section allows manual activation of user accounts. Unless you go with “Default”. One can finally override global settings in WordPress by activating the functionality from “Global Overrides”.

You can also enable/disable your WordPress form security. Override the reCaptcha option in Global Settings by just selecting the “No” option. Selecting default retains reCaptcha in “Global Settings”.

Override global settings in WordPress frontend

Moreover, overriding it removes the reCaptcha from the form.

The last field sets the form submission limit for a device. In short, you can now set a limit to the number of submissions per day from a specific device. To disable this setting set the value to zero. Setting values other than zero prevents spammers from submitting the form many times.

One Plugin, Many Forms

This is how you override global settings in WordPress forms. It comes in use when you want to create unique forms for your site. Not all forms need to be governed by Global Settings. This is the advantage of this plugin. It allows users to manage forms globally as well as singly.

Global Settings has all the features to make your form an efficient one. From security, payment, design to post submission or automation jobs. There is also a wide range of options to merge third party plugins with your default form. So, you will find one-click options to integrate plugins like Aweber, MailChimp, Dropbox etc.

Since Global Settings takes care of all the forms in one go. The Global Overrides section from the form dashboard offers ways to alter each form one at a time. The WordPress option page of each form gives users the same settings as of Global Settings. So that users can override the features of Global Settings from each form Dashboard.

As an admin, both these options come very handy. No need to handle each form when you can do it globally via Global Settings. Then again, there is the option to make unique forms when you can override global settings for a certain form.

There’s no need to be a pro at coding or designing forms as this plugin does that for you. So even beginners are making use of it. Thus making it more popular with time.

If you have any queries about RegistrationMagic feel free to visit our Facebook Page.

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