Echo Mobile
            Knowledge Base Echo Mobile Categories Contacts and Groups Groups

            Group Registration & Response Settings

            Registration and response setting handle and affect the way self-registrations are handled.

            Self Registration

            This feature allows contacts to self-register into a group. To enable or disable Self- registrations, do the following:
            1. From the Left hand menu, navigate to Groups
            2. Click on the desired group in the sub menu
            3. Click on the Settings tab
            4. Under Settings, click on Registration & Response.
            5. On Self-registration, you can enable or disable this setting by toggling the slide button.
            6. Click Save Group settings to update these settings.

            Lock Contacts

            You may choose disallow contacts from self-registering out of this group therefore restricting them from registering into another group. To Lock or Un-lock Contacts, do the following:
            1. From the Left hand menu, navigate to Groups
            2. Click on the desired group in the sub menu
            3. Click on the Settings tabUnder Settings, click on Registration & Response.
            4. On Lock Contacts, you can enable or disable this setting by toggling the slide button.
            5. Click Save Group settings to update these settings.

            Validation

            You may validate a self-registration against a valid list of uploaded serial numbers or IDs. This feature is commonly used for product registration.
            To enable or disable validation, do the following:
            1. From the Left hand menu, navigate to Groups
            2. Click on the desired group in the sub menu
            3. Click on the Settings tab
            4. Under Settings, click on Registration & Response.
            5. On validate against product serials, you can enable or disable this setting by toggling the slide button
            6. Once "Validate against product serials" is enabled, the "require unique ID/ Serial" will be enabled. You can enable or disable this setting by toggling the slide button
            7. Click Save Group settings to update these settings

            Add Registrations to Group Inbox

            New self-registration messages are only stored on the respondent profile since the message only contains a keyword opt in to the service. You may however choose to direct all self-registration messages to the group inbox. This then allows you to apply inbox features such as reply, mark as read or unread, star or archive.

            To add Registrations to Group Inbox, do the following:
            1. From the Left hand menu, navigate to Groups
            2. Click on the desired group in the sub menu
            3. Click on the Settings tab
            4. Under Settings, click on Registration & Response.
            5. On  Add Registrations to Group Inbox, you can enable or disable this setting by toggling the slide button
            6. Click Save Group settings to update these settings.

            Auto-generate IDs for Contacts in a Group

            You can automatically generate Internal IDS for contacts who register into the selected groups.
            To auto-generate IDS, do the following:
            1. From the Left hand menu, navigate to Groups
            2. Click on the desired group in the sub menu
            3. Click on the Settings tab
            4. Under Settings, click on Registration & Response.
            5. On  Auto generate ID, you can enable or disable this setting by toggling the slide button
            6. Click Save Group settings to update these settings.

            Successful Registration Response settings

            A respondent will always get an auto-response upon self-registration into the platform. This could be in form of a single custom message auto-reply or a survey/notice.

            Set up a Custom Reply Message

            To set up a custom reply message as the response for a successful registration:
            1. From the Left hand menu, navigate to Groups
            2. Click on the desired group in the sub menu
            3. Click on the Settings tab
            4. Under Settings, click on Registration & Response.
            5. On Successful Registration Response, on Reply Message, key in the desired message
            6. Click Save Group settings to update these settings.

            Set up a Reply/Registration Survey or Notice:

            To set up a survey/ quiz or notice as the response for a successful registration:
            1. From the Left hand menu, navigate to Groups
            2. Click on the desired group in the sub menu
            3. Click on the Settings tabUnder Settings, click on Registration & Response.
            4. On Successful Registration Response, on Reply Survey/Notice; select from the drop-down, which survey to send. If you do not wish to send out a Survey/Notice, choose “None” on the drop down menu
            5. Click Save Group settings to update these settings.

            Reply Source

            To set up a reply source(Mask/Sender ID or Channel Code) to send out notice or message for a successful registration:
            1. From the Left hand menu, navigate to Groups
            2. Click on the desired group in the sub menu
            3. Click on the Settings tabUnder Settings, click on Registration & Response.
            4. On Successful Registration Response, on Reply Source; select from the drop-down, the service(channel code or mask). 
            5. Click Save Group settings to update these settings.
            This would work for Organizations that have MASKED SMS as well as SMS short-codes set up on their account.

            Don't send Reply/Registration Survey or Notice

            This feature when enabled, will restrict contacts in the group having to do the registration survey multiple times if a contact has already been invited or completed the registration survey and they will receive a response message. To enable or disable this feature
            1. From the Left hand menu, navigate to Groups
            2. Click on the desired group in the sub menu
            3. Click on the Settings tab
            4. Under Settings, click on Registration & Response.
            5. On Successful Registration Response, on Reply Survey/Notice, there is the "Don't send registration survey to contacts who have already invited/completed it" feature
            6. To enable or disable this setting by toggling the slide button. 
            7. When enabled, select the option if you want this to apply to a contact has already been invited or completed the registration survey.
            8. Under the reply message, key in alternative response that you wish to go out to the contacts
            9. Click Save Group settings to update these settings.

            Handling Registration Data

            When self-registering, respondents may include additional text after the group keyword.
            For example, a contact may send in  "DEMO Mark Chris" to register in the DEMO group.
            Echo Mobile not only registers them into the Demo group but also allows you to either ignore the extra text or save the text as name, internal ID, location or any other custom field of your choice.
            1. Go to Groups Tab, click on the desired group
            2. From the Left hand menu, navigate to Groups
            3. Click on the desired group in the sub menu
            4. Click on the Settings tab
            5. Under Settings, click on Registration & Response.
            6. Under Registration Data, click on "Select Field" to select the field that you wish to store the extra text in.
            7. Click Save Group settings to update these settings.

            Related Sub Topics

            1. Group Basic Settings
            2. Inbox Settings
            3. Referral
            4. Triggers and Keywords
            5. Group Coupon Settings
            6. Payments


            Updated: 20 Dec 2018 04:26 AM
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