What Are Linked Sign Up Forms?

hello vipers in this what's the flow

we're going to talk about a signup form

update that in enables some seriously

cool things so your admins can now share

signup forms with automations into your

account that are totally customized to

you and they can update your forms and

automations on an ongoing basis so for

instance you can have a sign up form

that's used as a coupon Club survey and

your admin can send the coupon Club

emails to all of the signups every

single month now the goal of this video

is to show you how all of this will look

in your account but I also want to

emphasize how one of the coolest things

about this is how automatic it can be

for you uh so we really just want to

familiarize you with what some of these

new looks are what they mean and uh just

so there aren't any surprises here so

we're going to be looking actually at

two different uh viewpoints in this

which is from the admin standpoint but

mostly we of course going to be looking

at it from your standpoint so this is uh

the example user that is going to be you

and we're going to be focusing on this

signup form right here the coupon Club

survey uh now just for the basics here

uh you can get to your sign up forms by

logging into your account and on that

left sidebar is where you have sign up

forms so we'll click this and then here

are all of the sign up forms in the

account now one big change is of course

you're going to be seeing this new badge

on here which is indicating that it's a

copy from it says Drew Ross right here

it'll have your admin's name right there

so that's how you can differentiate sign

up forms that you have created purely

yourself versus ones that have been

shared into your account

now um when we click into

here we see some additional changes so

up top we can see linked to admin's form

with these various badges here now what

that means that this is part I was

talking about how your admin can kind of

like push these additional changes into

your sign up form without you needing to

do anything at all uh and so these are

the things that in the sign form your

admin has control over uh and it might

different for your assign form so that's

why we have these badges too because

it'll change based on what is being

pushed into here so for instance we can

see link to advance form are the fields

these are like what we're looking at

right here first name last name email

automations we go over here that'll mean

things like scheduled emails and uh and

autoresponders that they add here we're

going to be digging into that in a few

minutes and then also the user merge tag

and again to we're going to discuss what

that is uh in a in a

minute now one thing also here is that

you can take ownership of anything

relating to this cof form at any time so

you'll see that these fields are locked

on until you unlink them from the parent

so I can kind of take the Reign at any

point now it is important to know that

you can't undo that so um once you've

unlink the fields you can't relink them

and re sync them back to your admin so

let's just take a look at what that

means so we're going to flip over here

to the admin

account and so this will be like your

virtual assistant um or anybody like

that let's say they want to add phone

number to this

and website and we're just going to put

the website at the top here too I want

to show how the reordering is a thing

here so I'm going to go over here

refresh and look at that now we got

website first name last name email

mobile phone number and again this is

looking in from your account right here

um but then let's say you decide I don't

want that website up the top there and

in fact I'm just going to take ownership

of all these fields here so I hit onlink

are you sure yes and now I'm going to

delete

website and come come back over here and

I just want to show like how the admin

could then change things like put the

email up top here website's still

obviously there but we

refresh none of those changes are taking

place here so now these are no longer

synced and what was previously up here

showing that the fields are linked they

are no longer linked

here um what I also want to show and

this is where things get really cool is

how how the admin can start to add

automations and this is really important

for your coupon clubs where the admin

can schedule emails to all of your

signups to go out at particular

times and let's say we want this to go

out

uh November

1st I'm going to refresh this head over

to automations and here we go so now

this admin was able to schedule a

monthly coupon Club

email automatically for me and so they

can just continuously do this on an

ongoing basis and these emails will go

to everybody who has signed up and this

in theory doesn't require any input from

from you to like this is just plug

andplay the admin just schedules emails

out for you your form is out there doing

its thing collecting these uh surveys

you're seeing those submissions as they

come in and again this is not taking any

work on your part

uh you know to uh to manage these

communications and these emails so so as

every time the admin adds one of these

these get added here too these

sends

um now another thing you can do too is

let's say you want

to experiment with some changes to this

uh email but you don't really you're not

really ready to break the link here well

what you could do in that case is just

go to your signup

forms and you can copy the signup form

and so then you'll be able to just you

can go right here you know create a copy

into your own

account you can copy the autoresponders

and scheduled sends if you want as

well but now this is a a sign up form

that is completely yours you can

experiment experiment with it make it

your own and you can do all of that

without breaking those links with the

template that you're or with the form

that you're admin has sent your way and

you can tell the difference here too

because this says copy from R Ross from

the admin you don't see any badge there

you go into this one you can see linked

to admin's

form you go into this one and you don't

see any of that so this is just like a

normal sign up form as if I'd created it

myself and one other thing I should

touch on here too is that you can edit

things that don't show that they're

linked um and that won't affect any of

those links so for instance you can go

to form

details you know change the thank you

message things like that you can go to

landing page change the page title the

images all that stuff and that's not

going to affect that link between you

and your

admin now lastly I want to show here

that uh admins are able to uh link use

merge tags that are linked to you uh now

this one actually for some reason is

setup here it says unlink from parent

what if you haven't done anything to

unlink it this will show that it has

been linked and this is a merge tag that

you're going to mostly just see this

that your admin's going to be using this

merge tag to you know to merge your sign

up form into social posts and into

landing pages that they're sending out

on your behalf but you could also use

this merge tag yourself too and again

you'll

see you know like unless you've done

something to unlink it you'll see that

it is linked right here now I hope that

this is all helpful um again the big

thing that's exciting about this is the

fact that so little needs to be done uh

on your behalf and is this is these are

making things very easy and Powerful for

your admins so that they can do even

more work on your behalf so that you can

just focus on selling rather than

focusing

on these kinds of administrative things

of course if you have any questions

about anything reach out to your admin

reach out to us um we are more than

happy to help thank you