Activate Project Settings

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Project settings allow you to customize your patients' enrollment details, including your online sign-up page, confirmation email, sign-up fields, and display "from" name. Read below to learn how. 


Signup Page and Confirmation Email

1.)  In a storyboard, click “Project Settings.”

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3A.)  Signup Page: Hover over the Banner, Champion, Champion Name, Headline, or Bodytext section you want to customize and select “click to edit.”                               

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2.) Click the “Active” page. 

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3B.) Confirmation Email:  Select “Confirmation Email” and hover over the Banner, Champion Image, Champion Name, Champion Button, Headline or Bodytext section you want to customize and select “click to edit.”

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Click here for help on how to add your own content


Signup Fields

1.)  In a storyboard, click “Project Settings.”

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3.) Click “Edit” to change existing fields or “Add Field” to create your own. 

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2.) Click the “Signup Fields” button. 

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4.) After editing a Signup Field click "Update Signup Field."

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Email

1.)  In a storyboard, click “Project Settings.”

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3.) Enter the “From name” and the “Contact email.” 

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2.) Click the "Email" button.

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