Skip to main content

How to send digital registration

Heather Stanley
Updated
  1. While in an open message or when setting up an automated message, select the Template icon
    Screen Shot 2021-03-16 at 3.12.47 PM
  2. Select the template type to add into message box
    1. Company Template (Admin Created)
    2. User Templates (User Created)
    3. Survey Templates (Feature)
    4. Digital Registration (Enterprise Feature)
    5. Automated Messages (Feature)
      Insert Digital Reg Steps
  3. Once you've inserted the templated variable, it will paste a link into your message box. If you wish to add more to the message you may do so...
    Screen Shot 2021-03-16 at 3.25.27 PM

     

    4 STEPS

    1. While in an open message or when setting up an automated message, click Template

    Step 1 image

    2. Select Digital Registration

    Step 2 image

    3. Hover over the digital registration you wish to have sent and click Insert Variable

    Step 3 image

    4. That's it. You're done.

    Step 4 image

    Here's an interactive tutorial

    ** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

    https://www.iorad.com/player/1932850/How-to-send-digital-registration

     

Related articles

Comments

0 comments

Please sign in to leave a comment.

Powered by Zendesk