To watch the video, click here: https://loom.com/share/d99bb0ec0b374fc48921b49e4525e54c
Step-by-Step Instructions
Step 1: Create a Question Profile 0:00
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Ensure you have created a question profile before proceeding.
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This profile will be used to generate a link for prospects.
Step 2: Navigate to Create Secure Access Link 0:08
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Go to the reporting section.
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Click on 'Manage Secure Access'.
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Select 'Create Secure Access Link'.
Step 3: Name Your Link and Select Team 0:27
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Give your link a descriptive name (e.g., 'Streamlined Prospect Assessment').
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Choose the appropriate team associated with this link.
Step 4: Tie Link to Question Profile 0:40
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Select the question profile you created earlier (e.g., 'Streamline Question Profile').
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Optionally, you can tie it to a specific company, but leaving it blank allows for broader use.
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Leaving the company field blank allows multiple prospects from different companies to use the link.
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This makes the link reusable.
Step 5: Set Up Notifications for Advisors 2:01
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Configure the link to notify specific advisors via email when a prospect completes the assessment.
Step 6: Add a Redirect Link on Submission 2:30
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Optionally, include a redirect link (e.g., to a Calendly page) that prospects will be taken to after submitting the assessment.
Step 7: Customize the Assessment Page 2:49
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Customize the text on the assessment page in the team settings.
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Your logo and any necessary disclosures you've saved in the system will be automatically displayed.
Step 8: Test the Link 3:08
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Test the link by copying it and opening it in an incognito or private browsing window to avoid access issues.
Step 9: Distribute the Link 1:29
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Share the link via email, embed it in your email signature, or place it on your website.
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Consider creating a dedicated page on your website for the assessment process.