In EHQ, you can allow your participants to link their EHQ accounts with their Facebook, Twitter and Google account. A participant that chooses this method of registration, as opposed to the regular way, will be able to login to your site using their Facebook (FB), Twitter (TW) or Google login credentials. Note, however, that after the participant signs up using their social media page, they will be directed back to your EHQ site and will need to fill in the registration form to capture the demographic information you ask participants for, in the registration process.
How does it work?
1. When a participant chooses to register for your project, they will be given the option to login with 'Facebook', 'Twitter', 'Google' or register directly with EHQ.
2. The application will take the participant to his TW or FB or Google account, ask him to sign in to his account and to allow EHQ and FB or TW or Google to 'talk to each other'.
In Twitter for instance, it would look like this:
3. The participant will be directed back to your EHQ site and will need to fill in your registration form. This is necessary to capture the demographic information you ask participants for in the registration process.
4. After the registration is submitted and the participant has verified their email account, they can now log in using FB or TW or Google. There is no need for them to remember their screen name or password to the EHQ site. It also means that they will be automatically logged into your site if they remain logged in to Facebook or Twitter or Google on their computer.
How to enable Facebook, Twitter and Google log in?
Navigate to 'Site Settings' and the tab 'Participation'. Here, you can tick the boxes required:
For TW, ticking the box and clicking Update is all you need to do.
For Google, please tick the box, click Update and then send an email to us at email@example.com.
Enabling FB Login
For FB, you need to set up the 'App' within FB and obtain the 'Application ID' as well as the 'Application Secret'. Here is a step-by-step guide on how to achieve this:
1. You will need to register with FB as a developer. It is free and easy to do. You do however need to use your private FB account, rather than your organisation's FB Page. Follow the steps as described here.
2. Create a new app (see detailed steps here). After you set up an app, you will be first asked to create a new app ID. We will run through this on the example of Penrith City Council.
3. The type of Product we are looking for is a FB login
4. The platform we are looking for is Web.
5. You will be asked what the URL of your site is. This is your EHQ domain. Enter it here and click save.
6. Now it gets a little bit more detailed. When you have completed the first few steps, you can run through the basic set up of an FB app creation. There are a few fields here, but it is all pretty straight forward and just a matter of copy and paste.
- Under Settings, choose Basic
- Enter your EHQ URL under App Domains
- Same for your terms
- Choose the category of your app.
7. Under Products, go to Facebook Login and Settings. The valid OAuth Redirect will be your EHQ domain, with /auth/facebook/callback appended. In the case of Penrith, this is https://yoursaypenrith.com.au/auth/facebook/callback
8. We are almost there now. Go back to Settings and Basic and copy the APP ID and APP Secret. You need to paste them back into EHQ in a moment.
9. Last step in FB is to make your app public. To do this, simply click ON (see step 1) and then confirm you want the app to be public.
10. Finally, go into EHQ into your Site Settings and into Participation. Make sure Facebook Signup (1) is enabled, paste the ID and Secret you just copied (2 & 3) and click update.
11. This should be it. Now you can test it by logging out and going to your login screen and clicking Facebook
12. When you have done all correctly, a screen like below will appear in your FB, asking you to confirm that you want to share your FB details with EHQ. This is what your participants will see as well. If you continue here, you will be taken back to your EHQ registration form.