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Registration Rules

How to configure the registration process and registered (and unregistered) readers' access.

In this article we'll explain:

How to create registration rules and what these rules do for your site.
 

Creating registration rules

  1. Sign into http://publisher.pico.tools
  2. Click 'IAM' on the left side of the portal
  3. Scroll down to the 'Registration Rules' section and click 'Add Rule'

 

4. There are six configuration tabs.  Be sure to check out all of them to fully define the registration process and registered reader's access.

Exposure: 

Select which audiences you'd like to apply your registration rules to. Registration rules can apply to one or many different audiences as long as there's only one registration rule associated with every audience (ie. an audience cannot have two registration rules associated with it).

Access:

Registration Methods: How will the reader validate their registration?  This can be done via email, Facebook or Google authentication.
 

By selecting each registration method, your readers will see the following options available displayed on your registration prompt:

 



Content Access: Define registered reader access.
 

Requiring login to view content is known as a 'registration wall'. Similar to a paywall, you can have a metered or hard registration wall.

A 'metered' registration wall means that a reader can read up to that many articles anonymously in a given month. To set a 'hard' registration wall (i.e., no free content), check 'Lock site content for readers who are not registered'. Otherwise, you can set the amount of free pages the readers can read in a month.

You can choose to apply these rules to some or all content on your site.

Newsletter Access: The newsletters offered to readers after registration.
 

Custom Text: 

Modal Prompt: Customization options for the modal prompt of your site (the full size registration prompt, see below)


Menu Prompt: Customization options for the menu prompt of your site (the smaller sized menu in the bottom right of the site. 



Menu Text: Customization of text displayed after successful login (in the menu prompt).

Popup:

Define the rules for popups in your site.  Usually, this pertains to unregistered readers to encourage them to register.  Custom triggers allow you to create elements that trigger these reminder popups.  

Landing Page:

The landing page (the webpage an unregistered reader will see) can be enabled/disabled in this section.

Form:

Follow these instructions to insert an embedded email form into your site.  Giving your unregistered readers another reminder to sign up.