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How to send multiple Fact Find invitation links within one profile
How to send multiple Fact Find invitation links within one profile

If you have multiple participants in a profile and need to send each one a fact find invitation link, this is the article for you.

Chuck Slogrove avatar
Written by Chuck Slogrove
Updated over a week ago

In this article, you will learn how to send multiple invite links from within one profile, in the case that you have multiple participants and want to give them each their own login.

NOTE: In order to send invitation links and allow users to login, they must be Participants in the profile.

A quick note before we begin; invitation links sent from within Trail are email specific. That means if you send a link to 'person1@email.com', that link will only allow 'person1@email.com' to register and log in.

These invitation links are controlled through the 'Key Contact' of the profile.

1. Send your first invitation link to the initial Key Contact.

As you normally would, send off your first invitation link to the Key Contact of the profile, this will allow them to register and log in with Trail.

2. Change the Key Contact to the next person you wish to send the invitation link to.

In order to do this, click the phone-like icon that appears next to the contact's name on the contact card. See below:

3. Repeat sending the invitation link in step 1.

Now simply send another invitation link for the same application to the new Key Contact.

From here you can look through into the application and review their answers.

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