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Overview

Contact direct sign up lets contacts self-serve create accounts. This feature works well for companies wanting to add a Sign Up button to their marketing website while automating the onboarding process. The functionality pairs effectively with automations. After a user self-serves to sign up, you can trigger actions like sending messages, assigning onboarding forms, or other workflows.

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Impact on portal authentication pages

When enabled, a Sign Up page becomes accessible on your portal. Additionally, a Don’t have an account? link shows on your Log In page directing users to the Sign Up page.

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Enable contact direct sign up

  1. Go to Settings > General and verify that Allow contact user direct sign up is enabled.
This feature is enabled by default.

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Add a sign up button on your marketing website

  1. With contact direct sign up enabled, visit Settings > General to copy the link to your portal Sign Up page. If you’re setting up a custom domain, complete that first since the link will update accordingly.
  2. Place a Sign up button on your marketing website navbar linking to this URL.