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Sending a training to employees

isabelle A. shared this question ago

Answered

Hello

I am trying to build a training to send to employees.

I build the training and found the ID looking at Gabrilelle's Video

Send this link to myself to test: https://www.inflatableoffice.com/survey/survey_display.php?surveyID=2887

When i click on the link, it says:

48ea2aad0794dc41cf446f169da87a33

Name of the survey is : 1a22464035e2ac20e60efe9e3eb6ee48

What am i doing wrong ?

Thank you

The same question

Comments (2)

Chad B. ● 14 months ago

Can you open the worker, right click the training module, copy the url and use that?

I'm not sure. I usually assign them the training then they log in to the website and do the training from there.

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isabelle A. ● 14 months ago

Great! it works this way

Do you think it also works if i send this to a cusotmer manually ? Will a see that he went throught all the questions ?

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Chad B. ● 14 months ago

I'm not sure, I don't use the customer training.

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Susan M. ● 14 months ago

It won't show a date completed until the go through each question and answer correctly. There's not a way to send a link...you will need to make it a required training and they click on the training in the worker's site

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isabelle A. ● 14 months ago

Susan,

one thing i am trying do to is to send customer important information when they do a takeout. So i created a ''training'' with 2 questions; the first list all the important info and the second is a single choice saying: i understand and agree.... .

For now, i want to send it manually to the lead of my choice, how do i do that ? And how do i see that the customer read it and answered it ?

When this works fine, i will create an automation.

second thing is to create a training for my employee. I understand that they have to go by the woker's site.

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Susan M. ● 14 months ago

You cannot send a customer "training". You would have to set it up as a survey. Then let us know and we can create a url for it and you can create a email template and place the url in the email. The results will show in the "surveys" section of the lead.

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isabelle A. ● 14 months ago

Ok, and can i create as many customer ''survey'' as we need ? and then with the automation, send an email with the needed link to customer ?

Please can you create a link for this one below

And, do i need to create the same survey for both location and will i need 2 link ?

8a20adb42272f1bf515b52c4e1062f1a

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Susan M. ● 14 months ago

Yes, you would need one for each location

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isabelle A. ● 14 months ago

Hello Susan

the survey is made for both location. Can you create the URL please ?

8df8f33fc9cd32eaf6bcc4c14d6f88ca

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Gabrielle P. ● 14 months ago

Which email templates are you using to send the survey?

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Susan M. ● 14 months ago

Montreal: https://rental.software/survey/survey_display.php?surveyID=3351&leadid=*leadid*&vendor=50221

Quebec: https://rental.software/survey/survey_display.php?surveyID=3351&leadid=*leadid*&vendor=50219

Here's the two links you can place them in your email templates

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isabelle A. ● 14 months ago

Hello Susan, just tried with a quebec lead and the quebec link and there is an error sending:

0256b456e6e2230f5e6f3228fbc482ec

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Susan M. ● 14 months ago

I think you will have to send from a "test lead" from the Email Center? Because it will pull info from a test lead as well. These links have to pull info from a lead to be "live" so they have to be sent this way

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isabelle A. ● 14 months ago

will try that later and let you know.

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