Self-registration

Normally you add people to a portal and send them a link. Self-registration flips that: you publish one link, and anyone who opens it enters their own name and email and is emailed their private portal link straight away.

Use it when you do not have the list in advance: an open contractor call, a volunteer sign-up, a waiver on a QR code at the door, a job ad where every applicant needs the same document pack.

Turning it on

Open the portal and find the Self-registration link panel at the top, above the people list. It starts Off.

Click Generate link and you get a URL like https://app.workzerk.com/join/abc123. The badge flips to On and four controls appear: a read-only box holding the link (click to select it), a copy button, Open to preview the public form in a new tab, and Revoke.

That URL is the whole setup. There are no fields to configure and nothing to do per registrant.

Where to put it

The link is meant to be published rather than emailed one to one:

• A Register button on your own website.
• A QR code on a flyer, a sign at the gate, or a slide at an induction. WorkZerk does not make the QR code, so generate one from the URL with any QR tool.
• A job ad, social post or group chat, where collecting everyone's address yourself is the slow part.

Anyone holding the link can register. If it ends up somewhere you did not intend, revoke it and generate a fresh one.

The description

Under the link controls is a Registration page description box. Plain text, up to 3,000 characters, shown under the heading on the public form. Save description saves it, and leaving it blank shows the heading alone.

It is worth writing. It is the only place to set expectations before somebody fills the form in: what happens next, what documents to have ready, how long it takes, who to contact with questions.

A designed page around the form

The description is plain text. For a page that looks like yours, with your logo, headings, images and a button or two, build a registration template and choose it under Registration template in the same panel. The form stays the same three fields, and sits wherever you place it on the page. While a template is in use, the logo header and the description above are not shown, because the template carries both. See Registration templates.

What the registrant gets

The public form is bare: your logo, the heading "Register for: [portal name]", your description if you wrote one, and three required fields: first name, surname and email. Nothing else about the portal shows before they register. Your accent color tints the Register button.

After they submit, the link is not shown on the page. They see a "Check your email" confirmation, and the link goes to the address they typed, so only the person who controls that inbox gets in. The confirmation repeats the address so a typo is obvious, with a Register again link for when it is wrong.

The email they receive is the Self-registration email under Automations, so the wording is yours. Its default subject is "Your link for [portal name]".

What happens on your side

Each registration creates a contact in your address book, with the name they typed and every other field blank, plus an active link for that portal. If a contact with that email already exists, it is reused. From there they are an ordinary person on the portal: same requests, same reminders, same contact record.

Everyone who registers counts towards your active people. Your plan includes 25, and above that it is 5c per person per day, so a link that takes a few hundred registrations is worth turning off, or its portal closing, once it has done its job. The panel says the same next to the link. See What counts as an active person.

Self-registration is also an automation trigger. Anything you set up on the Self-registration trigger runs when somebody signs up, so a welcome sequence, a task list or an internal notice can start straight away.

If someone registers twice

WorkZerk does not create a duplicate. It finds the existing contact and re-sends their existing link, and the confirmation screen looks the same either way, so the form never reveals who is already on the list.

That is the supported "I lost my link" path: tell people to register again with the same address. A re-send is skipped silently if their link was emailed in the last five minutes. A repeat registration outside that window runs the Self-registration trigger again, so keep that in mind when a welcome sequence hangs off it.

The exception is someone whose link you revoked. Registering again does not give them a new one: they see the usual confirmation, but no link is issued or sent, and Email Activity shows a Not sent entry saying their link was revoked. Only you can let them back in, with Generate link on their row.

The limits worth knowing

A genuine registrant never notices these, but they matter on a big open intake:

• An automatic bot check runs on the form. Most people never see it; occasionally someone is asked to tick a box before they can register.
• 30 submissions per minute and 200 in any 24 hours, per network. That leaves room for a queue of people registering on one Wi-Fi network. Past the daily limit, people on that network see "Registration is temporarily unavailable".
• A hidden bot trap silently drops automated submissions.
• Your email limits still apply. If you hit the daily limit or your monthly allowance, the registration still succeeds but the email is not sent, so somebody is registered with no link. Email Activity records it. See your monthly email allowance.
• Your contact limit applies. If a surge would push you past it, new registrants see "Registration is temporarily unavailable" rather than a broken form.

If an email fails to send for another reason, you get a notification naming the person. Resend it from their row on the portal.

Turning it off

Revoke stops the link accepting registrations immediately. Everyone who already registered keeps their portal link: revoking closes the sign-up door, it does not remove anyone who came through it.

Generate a new link whenever you want to reopen. The new one is a different URL, so old QR codes and website buttons stop working. That is the point if you revoked because it leaked, and worth remembering if you did not.

Closing the portal also stops registrations, without revoking the link. Anyone opening a revoked link, or the link to a closed portal, sees "Registration closed" and is told to ask the organiser for a current one.

Getting help

If something here does not match your screen, open a ticket or email [email protected].