Self-service forms

With a self-service form, guests register themselves, e.g. the members of an association or a partner network. You embed the form on your website. Only people with an allowed domain can register.

How it works

1. The person enters email address, first name, last name and company in the form.
2. Seamless checks whether the domain of the email address is allowed.
3. Seamless invites the person as a guest, assigns guest template and primary contact and adds them to the selected teams.
4. The form shows the success message or, if an error occurs, the failure message.

If the guest template requires approval, it also applies to guests from the form.

Create a form

1. Open Guests → Forms and click Add form.

2. Enter the details:

   Field	Description
   Name	Name of the form
   Active	Enable or disable the form
   Description	Description for your colleagues of what the form is for
   Default primary contact	Primary contact for all guests from this form
   Domains	Allowed domains, separated by commas, e.g. contoso.com, fabrikam.com
   Template	Guest template for new guests
   Translations	Labels and error messages of the fields and the button text
   Groups	Teams and groups the guest is added to automatically
   Success message	Message after successful registration
   Failure message	Message if an error occurs, e.g. with a contact address
   Use a recaptcha	Protects the form against bots

3. Enable Active and save the form.

Existing guests

If the guest already exists, Seamless does not change them. For example, they keep their guest template. Seamless sends them the invitation again.

Recommendation

Create a separate form per language and keep Use a recaptcha enabled. Test the form before going live with a test account from an allowed domain.

Embed the form

Under Embed the form, copy the code and add it to your website. Copy the code for each form separately, because it contains the configuration of the form.

Next steps

Guest portalGuests complete their details themselves

Learn more

Approval (guests)Have invitations approvedPartner network with self-service formsGuide for partners who register themselvesInvite a guestWizard and status in the guest listSet up templatesGuest types with their own rulesMissing primary contactAssign a primary contact to guests