To find your personal URL handle go to your profile settings. Click on your name in the upper right corner and select profile. Find the field called “Personal URL”. To change the default URL message to the recipient, click on “Personal URL Custom Message”
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Here is where you can see the default message that is set for any recipient that uses this URL link to send themselves a request via email or mobile. To add a custom message start typing in the Email box or the mobile box (you can set both) and SAVE.
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When the recipient clicks on your URL via the email signature block or you may have your URL on your company's website, they enter an email or mobile which then sends the request link to the recipient.
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This is the custom email message that the recipient will receive.:
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This is what the default message would look like if no custom message is created:
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Tips:
You can provide some additional instructions on your URL page so that the recipient can better understand the flow of how they need to send themselves a request.
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Here are the instructions for email signature block in outlook: https://support.office.com/en-us/article/create-and-add-a-signature-to-messages-8ee5d4f4-68fd-464a-a1c1-0e1c80bb27f2
Here are the instructions for email signature block in other email applications: https://knowledgebase.constantcontact.com/articles/KnowledgeBase/5684-add-a-sign-up-form-link-to-your-email-signature?lang=en_USThis is the custom mobile message that the recipient will receive:
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This is the default message:
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This is what the USERS “MY Requests PULL” details page will look like (sample email)
Blue - is the default message to the recipient
Red - is the custom message you created
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Click on VIEW to see the details: (listed first is the default message and 2nd is the custom message)
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