Create Registration Questions (Terms and Conditions, Offers)

Publications can present terms and conditions that users must read and accept before completing their registration. Similarly, publications can present marketing or promotional offers, which users can agree or decline to receive. In the EM system, these are called registration questions.

Registration questions are presented to new users during the registration process and, if configured, to existing users on their Update My Information page. Responses can be configured as optional, required or forced. The response to all questions is checking a box.

If a question is required or forced, publications are advised to include special instructions explaining that the user cannot proceed until the box is checked. The Continue button is disabled until the user checks the box for the required question(s).

Optional questions are presented to new users during registration and appear on the Update My Information page and the Search People – Update Information page. Both new and existing users can choose whether or not to respond. Responses can be modified by the user or the editorial office at any time.

Required questions are presented to new users during registration and must be answered before registration can continue. The answered question appears on the Update My Information page and the Search People – Update Information page; once the box has been checked, the response cannot be changed.

Forced questions are presented to new users during registration in the same way as Required questions. In addition they are presented to existing users when they log in to the system. The user cannot proceed until the question is answered.

If a question is required (or forced), including special instructions to explain that the user cannot proceed until the response box has been checked is recommended.

Note: If questions to new registrants require more than a checkbox response, Additional People Detail fields may be configured for use as registration questions. For details, see Configure Additional People Detail Field

TO CONFIGURE:

Go to PolicyManager > Registration and Login Policies >Create Registration Questions.

Click the Add button to create a registration question.
In the Question text box, enter the question/statement to be presented to the user. HTML format can be used (e.g., including a hyperlink to a user agreement or privacy policy).
In the Instructions text box, enter any explanation or special directions the user may need. (Instructions are optional. Some explanatory text displays by default on pages where the question appears.)
Select the appropriate radio button to specify whether the question is optional or required (and check the box if it is to be forced).
Check the box next to any role(s) that are exempt from answering forced questions.
When finished, click Submit.

Once questions have been added, the list of questions is displayed on the Create Custom Registration Questions page. Use the Edit to change question parameters or to hide the question (check the box next to Hide on the Edit Custom Registration Question page). If a question is hidden, the text is suppressed on all user-facing pages, and both question and answer (if it has already been answered) are suppressed on the Update My Information page and Search People – Update Information page.

All publication sites must have a required question to enable users to acknowledge privacy policies. For details, see Required Data Protection Features.