Choose Your Registration Option
Explore the available registration options and choose the best fit for your audience
When setting up your financial education program, you decide how users will register and access content. Each option supports different goals depending on your audience and engagement strategy. Use this guide to choose the approach that works best for your program.
Registration options at a glance
| Option | How it works | Best for | Benefits | Considerations |
|---|---|---|---|---|
| No registration | Users access content without creating an account | Awareness campaigns or low-barrier programs | Immediate access with no friction Supports quick engagement |
No individual progress tracking Limited personalization |
| Optional registration | Users can start content immediately and are prompted to register after their first module or activity | Consumer programs that prioritize ease of entry | Reduces barriers to getting started Encourages registration after engagement |
Some users may not register Less complete reporting data |
| Required registration | Users must register or log in before accessing content | Programs needing tracking, incentives, or detailed reporting | Full user-level tracking and reporting Supports certificates and incentives Enables personalization and analytics |
Adds a step before users begin May reduce initial engagement |
Use social login to simplify access
If you enable optional or required registration, users can sign in using an existing account, such as Google or Facebook.
Benefits:
- Speeds up the registration process
- Reduces password-related issues
- Provides a familiar sign-in experience
Considerations:
- Requires setup with supported platforms
- May not align with all organizational security or compliance requirements
Add custom registration questions
During registration, users provide standard information such as name and email. You can also add custom questions to collect additional details, such as location or customer segment.
Why this helps:
- Supports more tailored user experiences
- Provides deeper insights for reporting and program optimization
Best practices:
- Keep questions concise and relevant
- Only collect information that supports your program goals
For help setting up your registration options, contact your Customer Success Manager.