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What is an external signup link and where can I find mine?

The external signup link is a tool that you can use to collect customer information with a link that you can send in a text or post on your website, once a customer fills out the information they will be automatically added to your ALL list.

1. Navigate to the Account Settings tab from the Homepage

This section is located by clicking on the drop down menu located next to your name in the top right corner

2. Click on the ACCOUNTS tab within the SETTINGS menu

Click anywhere around that pink box to open up the ACCOUNTS menu. This is where the external signup sheet will be located.

3. Click on your account or your admin's account

I have a test account so there is only one user in this section. However, if you are part of an organization there may be more than one account located here. Choose the account that is yours or is assigned to you.

4. Click on the External Signup Link!

This link can be shared with people so they can fill out the information on their own. Also, as a user, you are able to add people through this method as well. Very useful if you don't have a collection point set up yet!

5. SIGN THEM UP!

We have successfully learned how to utilize the External Signup Link. This is what the form looks like and its where they will fill out the information.

Video Tutorial