Configure Advanced Sign Up

To determine how the Advanced Sign Up form displays on your Commerce 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 the information you want to gather from users.

The Advanced Sign Up form only has one address field, but you can create custom fields to support additional address information.

To configure Advanced Sign Up properties:

Activate the Advanced Sign Up extension in your NetSuite Account.

For more information about activating an extension, see Manage Themes and Extensions.
Go to Commerce > Websites > Configuration.
Select the website and domain where the Advanced Sign Up extension is activated and click Configure.
Go to the Extensions tab and the Advanced Sign Up subtab.
Fill out the listed fields for each category, using the tables below as references.
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 list on the Website Setup record is set to Existing Customers Only. You can find the Type of Customer Registration list in the Shopping tab, Registration Page area of the Website Setup record. 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 in the Country list in the signup form. You must select at least one country if you want the Country field to display on the form. Selected countries must also be listed in the Countries Website Ships To field. This field is located in the Website Setup record. Go to the Shopping tab and the Shipping Page area. You can find the Countries Website Ships To field in the Shopping tab and Shipping Page area of the Website Setup record.
Offer Marketing Email Subscription	If checked, a marketing email subscription checkbox displays on the signup 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 signup 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.

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 list on the Website Setup record is set to Existing Customers Only. You can find the Type of Customer Registration list in the Shopping tab, Registration Page area of the Website Setup record. For more information, see Before You Begin.

Determines the message to display offering users to register for a new account.

The placeholder [[link]] is automatically replaced by the 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.

Determines how new users are registered in NetSuite.

Form Countries

Determines which countries appear in the Country list in the signup form.

You must select at least one country if you want the Country field to display on the form.

Selected countries must also be listed in the Countries Website Ships To field. This field is located in the Website Setup record. Go to the Shopping tab and the Shipping Page area. You can find the Countries Website Ships To field in the Shopping tab and Shipping Page area of the Website Setup record.

Offer Marketing Email Subscription

If checked, a marketing email subscription checkbox displays on the signup 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 signup 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 signup form.
Form Title	Sets the title for the signup form.
Form Subtitle	Sets the subtitle for the signup form.
Submit Button Label	Sets the label for the button that submits the signup form.
Confirmation Title	Sets the title for the confirmation message that displays after the user successfully submits the signup form.
Confirmation Message	Determines the message for the confirmation that appears after successfully submitting the signup 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 signup form fails to successfully submit.
Email Template	Sets the email template used for the Advanced Sign Up email to alter 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. To avoid problems with the Advanced Sign Up email, select an active employee for this field.

Field

Description

Form Header

Sets the header to appear at the top of the signup form.

Form Title

Sets the title for the signup form.

Form Subtitle

Sets the subtitle for the signup form.

Submit Button Label

Sets the label for the button that submits the signup form.

Confirmation Title

Sets the title for the confirmation message that displays after the user successfully submits the signup form.

Confirmation Message

Determines the message for the confirmation that appears after successfully submitting the signup 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 signup form fails to successfully submit.

Email Template

Sets the email template used for the Advanced Sign Up email to alter 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.

To avoid problems with the Advanced Sign Up email, select an active employee for this field.

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 signup 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 enter a placeholder ID. You can use NetSuite fields native to the customer record or custom fields.
Label	Sets the field label to display on the signup form.
Placeholder	Sets the placeholder to display for the field on the signup form.
Required	If checked, the field displays as a required field on the signup form.
Pattern	Determines the desired pattern for the field using regular expressions. For example, if the field requires a 5-digit postal code, you can enter: ^\d{5}$.
Field Error Message	Determines the message to display for a field when a user completes the field incorrectly.

Field

Description

Field Type

Sets the type of field to use on the signup 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 enter a placeholder ID.

You can use NetSuite fields native to the customer record or custom fields.

Label

Sets the field label to display on the signup form.

Placeholder

Sets the placeholder to display for the field on the signup form.

Required

If checked, the field displays as a required field on the signup form.

Pattern

Determines the desired pattern for the field using regular expressions.

For example, if the field requires a 5-digit postal code, you can enter: ^\d{5}$.

Field Error Message

Determines the message to display for a field when a user completes the field incorrectly.

Public Access to Advanced Sign Up Form on Password-Protected Websites

If you operate a password-protected Commerce website and want to make your Advanced Sign Up form available publicly, perform the following steps.

To display the Advanced Sign Up form publicly:

Go to Commerce > Websites > Configuration.
Select your website and domain and click Configure.
Go to the My Account tab and the Overview subtab.
In the URL field, enter the URL for your Advanced Sign Up form.

The URL will be the one that you set as the URL Path in the Advanced Sign Up form properties.
Click Add.
Click Save.

See Set Public URLs for more information about setting publicly-accessible URLs.

To configure Advanced Sign Up properties:

Public Access to Advanced Sign Up Form on Password-Protected Websites

To display the Advanced Sign Up form publicly:

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