Find the link to request information from participants
What is the feature used for?
The feature allows generating a public link that participants can use to fill out a form with the requested information. This link can be shared via various means of communication such as WhatsApp, email, SMS, etc.
Steps to use the feature
Access the order:
Log in to your Yoplanning.pro account.
In the main menu, click on "Commands" to open the list of commands.
Open specific command:
Search and select the order for which you want to obtain the information request link.
Click on "View" or the order name to open the order details.
Access the options menu:
Once in the order details, locate the menu symbolized by three small dots at the top right of the page.
Click on these three little dots to open the drop-down menu.
Generate information request link:
From the drop-down menu, select the "Give participants" option.
This will open the information request form.
Copy form URL:
Once the form is open, copy the page URL. This URL is public and can be shared with participants.
Share the link:
You can now send this link via the communication method of your choice: WhatsApp, email, SMS, etc.
Tips for use and best practices
Check the URL: Before sharing, make sure the URL works properly by opening it in a browser.
Clear Communication: Inform participants of the importance of completing the form and the information required.
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