Sending Signup Links from the Leads Table

Follow the quick instructions below to send a signup link from the Leads Table. Or, click the play button below for a full tutorial on sending signup links. 

PRO TIP! Skip to 5-minutes to review how to send signup links from the leads table!

From the Leads Table

1. Go to Admissions/Leads > Leads OR click the Leads shortcut on your dashboard
   OR
   
   
2. Select and lead record > click Contact > Send Signup Link
   
   
   
3. From the Send Signup Link screen you will have several options:
   • Send signup link to field - will show you the first and last name(s) and email address of those receiving the sign up link.
   • Unable to send to the following people because they are missing an email address - shows those recipients who are missing an email address and therefore cannot receive the signup link email.
   • Already tied to a user - shows all recipients who are already signed up.
   • Send from Email Account - choose the email account you want to send this email from. (See Managing Email for more information on how to set up email accounts)
   • Subject - add a subject for this email. This is a required field!
   • Available Email Markers - these are the email markers available for this email type.
   • Load from a User Signup Html Template - this drop-down menu will allow you to select from signup link email templates you have already created. Special Note: We highly recommend that you create a few different templates based on who you are sending them to! You will be sending different types of signup email templates. In some cases, you will be sending to parents, sometimes to teachers, sometimes to employees, some time to lead parents (new admissions), etc. With this in mind, you will want to formulate a few email templates based on the variety of signup emails you will be sending. (See Sending Email - Templates for more information on how set up email templates.)
     IMPORTANT: A special note about email markers. In previous sections, we discussed how email markers are specific to the table you are sending the email from. For signup link emails you will notice a few common markers like {{Firstname}} and {{Lastname}}. The very unique email marker you will see is the {{SignupLink}} marker. This marker has to be included in a signup link email! Without this marker, the recipient will not have a link to click on. This marker will be replaced with a link that will say Signup and this is what they will need to click on to follow the steps to sign up. If this marker is not included the recipient will simply have no signup link to use.
   • Generate and Send - use this option to send the signup link email.
   • Preview First Email - use this option to preview the first email in this batch.
   • Preview Emails - use this option to preview all emails in this batch.