The Opt-in app simplifies the process for employees to subscribe to their company's SMS channel and update their preferences. With this tool, employees can easily opt-in for communication and manage their preferences, ensuring effective communication between employees and their organization. Here's a simple guide to help you understand and set up an Opt-in form.
Accessing Opt-in Form:
Navigate to the "Apps" section and select "Opt-in."
Activate or deactivate the form as needed.
Form Setup:
Provide a title and description for the form.
Click on "Add Field" to select data fields to collect (First Name, Last Name, and Phone Number are required fields).
Optional fields such as Language Preference, Email, and Birthday can also be included.
Integration with HRIS:
Users with HRIS connections can only update employee language preferences and emails, with other fields automatically populated from HRIS.
Customization:
Modify the confirmation message for successful opt-ins.
Saving and Sharing:
Save the form after setup.
Share the opt-in link or download a QR code to distribute to employees.
Viewing Opt-ins:
Access all opt-ins by clicking on the "See All Opt-ins" button.
Questions? Chat with us or email [email protected]