Sending a registration form

Sending a registration form

You can either send a registration form through the pipeline, or from an enquiry’s profile. 

Through the pipeline
  1. Go to eyenquiries > Pipeline.
  2. Drag and drop an enquiry into the Registration Form stage.
  3. Assuming no changes have been made to the default workflow automation settings, a window will pop up showing an email template with a link to the registration form. You will have the option to edit the email, or choose a different template under Select Template.
  4. Click Submit.
Through a profile
  1. Go to eyenquiries > Pipeline.
  2. Click on a child’s name to view their enquiry profile.
  3. Click on the  in the top right.
  4. In the confirmation email, click Send. 
  5. Assuming no changes have been made to the default workflow automation settings, a window will pop up showing an email template with a link to the registration form. You will have the option to edit the email.
  6. Click Submit.
When editing the email, do not delete [[LinkRegistrationform]] or [[ButtonRegistrationForm]], as these are what link parents to the registration form.


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