michael-swanson

I live in Austin, TX with my wife, Anneke, and our two kiddos, Ilya (5) and Everett (2). I am a native Texan but lived in multiple places across the southern US as a kid. I have family in Houston TX and Midland TX that we visit on a regular basis. Prior to joining Okta, I worked with early stage startups as a hands-on Product Manager, team lead, and product designer, while also writing (mostly frontend) code. 
<br>

When I am not working you can usually find me chasing my kids around, reading sci-fi or fantasy novels, or playing needlessly complex strategy board games with friends. I am also a huge Star Wars fan and am always down to talk about the latest Star Wars movies, TV, and/or books. Additionally, Anneke and I love to travel and have been all over the world together. Much of our travel focuses on getting out of the Texas heat, tasting and learning about wine, and sampling the amazing food we find along the way!


Senior Product Manager

Michael Swanson

Businesses using Auth0 by Okta’s Universal Login, can leverage a pro-code option to customize signup and login flows to address unique needs.

Every company has unique user registration and login requirements. For example, needing to capture a first and a last name during signup or requiring users to agree to terms and conditions before they can create an account. 

To meet those specific business needs and use cases, we have introduced pro-code customizations for signup and login to the Universal Login experience. This capability is available to customers on our Enterprise and Professional plans.

Using this capability, customers can insert additional form fields and custom content into the signup and login screens and include client and server-side validations to ensure that required data, such as TOS acceptance, are completed and validated before completing the authentication process. 

Use cases include:

* Adding new fields to collect necessary customer data (name, phone number, email, preferences, consent, etc.)
* Adding new form elements for presenting and capturing TOS/privacy policy and opt-in before signup
* Adding custom content such as URLs, images, or marketing information
* Localizing custom elements in different languages

### Getting started

The new [Partials API](https://auth0.com/docs/api/management/v2/prompts/get-partials) allow developers to insert custom HTML, CSS, and Javascript into the Signup and Login screens. Developers can insert new form elements and custom content, perform asynchronous client-side validation via Javascript, and leverage [Liquid syntax](https://github.com/Shopify/liquid/wiki/Liquid-for-Designers) to perform conditional logic and insert dynamic variables. Here is an example of inserting custom code into the Signup screen:

```js
# eg: PUT /api/v2/prompts/signup/partials

# Request Body
{
  "signup": {
    "form-content-start": "<div class='ulp-field'><label for='first-name'>Full Name</label><input type='text' name='ulp-full-name' id='full-name'></div>",
    "form-content-end": "<div class='ulp-field'><input type='checkbox' name='ulp-terms-of-service' id='terms-of-service'><label for='terms-of-service'>I agree to the <a href='https://my.app/terms' target='_blank'>Terms of service</a></label></div>",
  }
}

```

Once the user submits the Signup form customers will have access to the data via Actions. Here is an example of saving user provided custom data to the user_metada for the end user

```js
/**
* Given this code in the signup form:
* <div class="ulp-field">
*   <label for="full-name">Full Name</label>
*   <input type="text" name="ulp-full-name" id="full-name">
* </div>
* <div class="ulp-field">
*   <label for="terms-of-service">
*     I agree to the <a href='https://my.app/terms' target='_blank'>Terms of service</a>
*   </label>
*   <input type='checkbox' name='ulp-terms-of-service' id='terms-of-service'>
* </div>
**/

exports.onExecutePreUserRegistration = async (event, api) => {
  const fullName = event.request.body['ulp-full-name'];
  const terms = event.request.body['ulp-terms-of-service'];
  
  if(!fullName) {
    api.validation.error("invalid_payload", "Missing Name");
    return;
  }
  
  if(!terms) {
    api.validation.error("invalid_payload", "Acceptance is Required");
    return; 
  }

  api.user.setUserMetadata("fullName", fullName);
  api.user.setUserMetadata("termsAcceptance", terms);
};

```

To learn more about how Signup and Login Prompt Customizations works and to view tutorials and examples, refer to the public documentation.

* Custom-facing Documentation: [Customize Signup and Login Prompts](https://auth0.com/docs/customize/universal-login-pages/customize-signup-and-login-prompts)
* Management API Documentation: [Auth0 Management API v2: Manage Partials](https://auth0.com/docs/api/management/v2/prompts/get-partials)

Customizations for Signup and Login are Generally Available

Customers and trial customers on Enterprise and Professional plans can now customize signup and login flows to address unique needs.

Each company has unique user registration and login requirements, for example, needing to capture a first and last name during signup or requiring users to agree to terms and conditions before they can create an account. 

In order to meet specific business needs and use cases, companies often have to build and maintain different experiences – hosted pages and sites – within their account registration and login flow(s). Unfortunately, this approach slows down the time to market by introducing separate code bases that require localization and maintenance while also creating an inconsistent customer experience.

To solve this problem, we have introduced custom prompts for signing up and logging in to Universal Login. This capability is now open for early access (EA) and available to our customers and trial customers on Enterprise and Professional plans. 

## Addressing Unique Use Cases

With custom prompts for signup and login, our customers can customize and add new fields to existing signup and login prompts; this includes client and server-side validation to ensure that required data and requirements, such as Terms of Service (TOS) acceptance, are completed and validated before completing the signup or login process. 

Leveraging Universal Login and our extensibility framework, our customers can tailor these two experiences to address data capture, security, regulatory, and customer experience requirements. Use cases included:

- Add new fields in order to collect necessary customer data (name, phone number, email, preferences, consent, etc.) 
- Add new form elements for presenting and capturing TOS/privacy policy and opt-in before sign up
- Add custom content such as URLs, images, marketing information
- Localize custom text in different languages

## Getting Started

During open early access, this feature will be automatically available to all of our Professional and Enterprise customers and trial accounts. To get started, please check out our documentation [here](https://auth0.com/docs/customize/universal-login-pages/customize-signup-and-login-prompts). If you have any questions, please reach out to your Account Executive.  

Before closing, I want to give a shout-out to our customers who provided feedback during the limited EA. We had over 75 customers join and received invaluable feedback. This underscores the importance of this capability, which we’ll continue to evolve and shape based on customer feedback, so please let us know how it goes.  


_Any products, features, or functionality referenced in this material that are not currently generally available may not be delivered on time or at all. Product roadmaps do not represent a commitment, obligation, or promise to deliver any product, feature, or functionality, and you should not rely on them to make your purchase decisions._


Customizations for Sign up and Login Now in Open Early Access

Tailor registration flows to maximize conversion while meeting business requirements.

Sign-up and login are two critical entity points for your business. They not only provide a means for your company to collect customer data, present and collect consent, and authenticate and verify users and their data, but they also serve as moments to establish brand image and trust. Because of that, these experiences need to be localized, branded, and consistent for your customers and would-be customers.  

For each company, this will be different. This means that companies require the flexibility to modify sign-up and login forms with additional fields and elements to address their unique use cases, business needs, evolving regulatory requirements, and customer demands for transparent, convenient, and personalized experiences.  

And with that, **we’re excited to announce that new sign-up customization capabilities are now available in early access within our Universal Login experience!** This flexibility will ensure that our customers can tailor their sign-up flows to meet their specific use cases.

## How Does It Work?

Customers can customize existing signup prompts by adding custom content and form elements to meet diverse customer preferences, business, localization, and internationalization requirements. No need to host your own pages, which introduce different URLs and separate code bases that slow time to market and create an inconsistent customer experience. 

This includes client and server-side validation, leveraging the Pre User Registration trigger, to ensure that required data, such as Terms of Service acceptance, are completed and validated before completing the signup process.

![How Does It Work](https://images.ctfassets.net/23aumh6u8s0i/1ka3a5mkTZz8NLSNjO7HPW/acb847f03bc1854ddfe55b83f40be34b/New_Sign_Up_Customizations_Now_in_Early_Access.png)

## What Use Cases Are Supported?

The initial early access release will provide support for various use cases, including: 

* Collect necessary customer data (name, phone number, email, preferences, consent, etc.) 
* Present Terms of Service/Privacy policy and opt-in before signing up
* Display marketing information and trust signals with URLs and/or images
* Add custom text, links, images, URLs, etc. 
* Localize or customize custom text in different languages (Note: EA release may not include a full scope of localization capabilities)
* Experiment with different designs, copies, and elements 

## How Can You Apply?

If you are interested in joining the early access program, please reach out to your account manager.  

_Any products, features, or functionality referenced in this material that are not currently generally available may not be delivered on time or at all. Product roadmaps do not represent a commitment, obligation, or promise to deliver any product, feature, or functionality, and you should not rely on them to make your purchase decisions._


"customizations"