What is it?
An administrator or ASA can take a form on behalf of another user – either someone who already has a profile in the database or a new user without a profile. This is useful in cases where an application or event registration form has been sent through the mail or discussed over the phone.
Previously, administrators had to assume the profile of the user or create a new profile in the case of new users. Then they had to complete the form as the user.
Now, admins can save time and accomplish this by clicking a button on the form list. By doing so, they can also prevent notifications from being sent to the user about the submission.
How to Access
Navigate to Forms > Form List
Taking a form on behalf of a user
From the Form List, click on Take this form next to the form you want to submit on a user's behalf.
On the Take a Form screen, choose to either Proceed as new profile (for a user who is not yet in your database) OR select a profile and choose to Proceed as the selected profile (for a user with a profile in the database).
On this same screen, check the Prevent Confirmation Emails checkbox to prevent the confirmation and/or invoice email from sending to the user you're taking the form on behalf of. This can be useful if you're processing the submission after an event has already occurred, and don't want the user to receive emails about the submission.
Once you've chosen to Proceed to the form, enter the user's information and continue through the form. Before payment, you'll be taken to the Summary page.
At this point, an administrator can edit the Summary to change pricing options. Note that Number fields cannot have their price-points edited.
Once done with any pricing edits, hit Save to see the updated Summary.
On the Payment screen, choose one of the three options from the drop-down:
- Pay now: Used to pay right then and there using the member's credit card info
- Invoice Me: Used to generate an invoice to send to the user that they can pay later
- Offline payment: Used to process an offline payment, like paying via check or cash after an event.
With the Offline Payment option, you can process the payment right then and there as an Admin, rather than having to go in to the back end to pay the invoice later on.
Only when taking a form for a user as an admin will you see all available payment options. If a user takes the form, they will only see the payment options configured to be displayed through the form.
NOTE: If you don't see drop down with options and only see the Credit Card area, you may need to uncheck "Automatically auto-renew" in a previous screen.
After choosing your Payment option, click 'Return to your admin session' in the bottom-right corner of the page to navigate back to the Admin side of MC Professional.