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Add Self Serve Registrant Update (SSRU)

Add Self Serve Registrant Update (SSRU)

If you prefer to watch the Create Self Serve Registrant Update, click the play button below:

Prior to adding a Self Serve Registrant Update (SSRU), you will need the following:

A URL page to direct Registrants after completing the details/question update (e.g. a thank you page on your web site). If you don’t include this, the Registrants will be directed to a Lasso Thank You page.

Questions set up in Question Center - This is done in the Client Admin Center. For instructions on creating questions, see Question Center.

HTML text for a Header and Footer to enhance the look of the SSRU details/question page - This can be done in the Sales Center using the Email Template functionality under the Marketing tab. Create the Header and footer and cut and paste the HTML text. Alternatively, an HTML editor such as Dreamweaver can be used. Any images used must be hosted on a web site.

Once the above is completed, you are ready to create the SSRU.

1 - Click into the Project Admin Center Project Admin.
2 - Click on Project Setup and select Self Serve Registrant Updates.

3 - Click on Add SSRU.

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4 - Complete the information in the spaces provided on the right side of the screen.

Name - Create a name for the SSRU.
Start Date - Select the date that you would like to begin accessibility to the SSRU.
End Date - Leave this blank if you’d like the SSRU to be perpetual. Otherwise, select a date that you would like it to end.
Redirect URL - Cut and paste the URL that Registrants should be directed to when they have completed the form. This URL should thank the Registrants for updating their profile.
Disable - Check if you want to halt the accessibility of the SSRU. Unchecking Disable will grant access to the SSRU again.

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Basic Info - Check the boxes that you would like the Registrant to update.

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Questions - Check the questions that you would like the Registrant to answer on the SSRU. Remember the questions must be created in the Question Center prior to creating the SSRU.

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Login Text, Profile Text, Header Text and Footer Text require HTML code. Cut and paste HTML code into each text box. For help with HTML, see the Examples of HTML Formatting.

Login Text - This is optional and is a message that appears when a Registrant clicks on the SSRU link and it has been closed or is past the End Date.
Profile Text - This text will appear just above the update information.
Header Text - This will appear at the top of the page (usually a banner logo).
Footer Text - This will appear at the bottom of the page.

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5 - Click Save. This will add to the list under Self Serve Registrant Updates on the left of the SSRU screen.
6 - Select the SSRU and click Preview in the bottom right corner to see what it will look like to your Registrants.

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Example of SSRU Preview:

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7 - The next step is to create an email template that contains a hyperlink to the SSRU. See Insert Self Serve Registrant Update (SSRU) Link Into Email Template.