Choose Your Registration Option
Explore the various user registration options available, and choose the best fit for your audience
When setting up your financial education program, you can choose how learners register and access content. Each registration option has its own benefits and trade-offs. Use this guide to select the best fit for your audience and program goals.
Registration Options
You can configure your program to support one of the following registration flows:
| Option | Description | Recommended for |
|---|---|---|
| No Registration | Learners access content anonymously. No account creation is required. You’ll still receive aggregate analytics, but no individual-level tracking. | Broad consumer awareness campaigns or low-barrier access programs |
| Optional Registration | Learners can begin content without registering. After completing their first module or activity, they’re prompted to register. | Consumer-facing programs where ease of access is a priority |
| Required Registration | Learners must register or log in before accessing any content. This ensures full tracking and enables certificates and incentives. | Employee programs, incentive campaigns, or programs requiring detailed reporting |
Pros and Cons of Each Option
No Registration
- Pros:
- Fast access—no barriers for learners.
- Ideal for programs focused on quick engagement.
- Cons:
- Learners cannot track progress or resume where they left off.
- Limited personalization options.
Optional Registration
- Pros:
- Encourages engagement without forcing sign-up upfront.
- Good balance for consumer-facing programs.
- Cons:
- Some learners may skip registration, reducing data collection.
Required Registration
- Pros:
- Full learner tracking and reporting.
- Enables personalized experiences and advanced analytics.
- Cons:
- Higher barrier to entry—may reduce initial engagement.
Social Logins
If you enable user registration (either required or optional), you can offer social login to make registration easier. Social logins allow learners to use existing accounts—such as Google or Facebook—to sign in. This reduces friction and increases the likelihood of completing registration.
Benefits of Social Logins:
- Faster sign-up process.
- Fewer forgotten passwords.
- Familiar experience for users.
Considerations:
- Requires integration with supported social platforms.
- Some organizations may have security or compliance restrictions on social logins.
Custom Registration Questions
When users register, the system collects standard information (e.g., name, email). You can add custom questions to gather more detailed data, such as department, location, or role.
Why Use Custom Questions?
- Tailor content based on user attributes.
- Collect insights for reporting and program improvement.
Best Practices:
- Keep questions relevant and concise.
- Avoid asking for sensitive information unless necessary.
- For setup details, contact your Customer Success Manager.