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

1. Access the order:

   • Log in to your Yoplanning.pro account.

   • In the main menu, click on "Commands" to open the list of commands.

2. 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.

3. 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.

4. Generate information request link:

   • From the drop-down menu, select the "Give participants" option.

   • This will open the information request form.

5. Copy form URL:

   • Once the form is open, copy the page URL. This URL is public and can be shared with participants.

6. 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.