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Accounts

CRM

Communication

CRM Signup Link

CRM Signup Links enable people to sign up to your service.

CRM Sign Up Links

When people sign up via a link. They are giving you informed consent that they want to receive communication from you.

You can post these links in Emails, QR codes or whatever you want to build your network.

You can have as many of these as you want. This allows you to gauge support of specific marketing campaigns.

When people sign up, we require a phone number, first name, last name and email. Phone numbers have to be unique in your org and we let them know if they are already in your system.

Metrics

We keep track of the number of signups in your account so that you know how effective you have been with it. This is displayed in the Edit Page.

Creating and Using Signup Links

Create a New Sign up Link Create a new Sign up Link
Internal Description This is completely internal. You can name it for the person using the system or for a specific marketing campaign.
External Header This is your way to give the people visiting the form a reason to fill it out. Be succinct and compelling.
After Success Header This is what we show after people signup. Make them feel good about their decision

Editing Your Link After Created

We show you a live preview like below when editing the page. Copy the link below the "Click to Copy Link For People to Sign Up" and they will be able to signup and they will automatically show up in your CRM Contacts

Public Page

The Public Page will show your branding from the "External Header" and show the "After success header" when successfully submitted.