1. Search for the member in the search bar and click on the “Communication” tab

  2. Click on the

    icon in the bottom right hand corner and then click on “Send Link to a Form”

  3. Choose the message template that you want to send

  4. Click on one of the following options:

  1. SMS - send a message from your bank of SMS messages to the member’s phone. To finish, click “Send”

  2. Email - check that the email address on the member’s profile is correct. To finish, click “Send”

  3. Copy link to the form - you can create a link that you can then send out however you’d like (Facebook, Whatsapp, etc.)

  1. Click the green “Create Link” button and then the

    icon to copy the link that was created and send it out

  2. If you have the member with you in person, you can click the green “Create Link” button and then the

    icon to open the form on your computer

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