The Foundations CRM Login block provides the following things:

  • In-page login functionality
  • Ability to log in via Code
  • Hide/Disable content  on load
  • Inline account creation

 

Operation

The block executes the following sequence starting on page load:

  1. If user is logged in:
    1. If configured, redirect to "Logged in" page
    2. Show/Enable content that was hidden
    3. Display Logged-in text
  2. If user is not logged in:
    1. Display Not-Logged-In text
    2. Request email address
    3. Upon receipt of email address:
      1. If user exists:
        1. Send login code to email
        2. Request login code on UI.  Give user ability to login via password if they prefer
        3. Validate Login code
          1. If Valid, log user in and re-load page which goes back to Step #1
          2. If Invalid, display error.  Invalid codes could be either expired or they entered it incorrectly
      2. If user does not exist:
        1. Request name, phone, and marketing consent
        2. Request login code
        3. Create account
        4. Log user in and re-load page

Block Configuration

 

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