automatic user association to brokers by link address

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jar
Posts: 119
Joined: Mon Apr 20, 2015 8:55 am

automatic user association to brokers by link address

Post by jar »

Hi,

It would be good to be able to use Cyclos sign up feature with the ability to create a tag to sign up web address to allow automatic broker association.
This is similar to affiliates systems feature.
If Cyclos sign up address is: https://domain:8443/something/pt#users. ... -selection, we would use it to customers not associated to brokers, but if broker A gets a customer, in his site, and his tag is BrokerA, he could have a link to https://domain:8443/something/pt#users. ... -selection plus brokerA tag for example.
Thanks for your kind attention.
Best regards,

JAR

admin
Site Admin
Posts: 1423
Joined: Mon Jan 24, 2005 10:31 am

Re: automatic user association to brokers by link address

Post by admin »

We are not using the URL to pass options.
What you could do is create an extension point on user creation (registration).
The extension point assign broker groups based on the input form (profile fields), for example a multiple select field.

jar
Posts: 119
Joined: Mon Apr 20, 2015 8:55 am

Re: automatic user association to brokers by link address

Post by jar »

Thank you for your suggestion.
However, I do not want to list all brokers. If we have hundreds or, in the future, thousands of them, that field would be very unfriendly, considering user experience. It also has other problems, like someone could select one broker randomly that it isn't the real broker that sent that user to us.
We have other forms in our website, like asking for more information and we have a multi select fields there and people select one randomly only to select one. This is not fair to brokers.
It is better to have a Cyclos sign up for users that don't have brokers and, for new users sent by brokers, we can also have an independent form (from Cyclos) where we can use tags and then we send the data to Cyclos to create the customer and associate the broker.
Thanks for your kind attention.
Best regards,

JAR

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