Guide – How to set up a recipient page

Publicerad 16 april, 2018

Guider

Recipient pages can be used as a self-service GDPR and settings page for your recipients. Recipients access the page by submitting their email address and click a unique temporary link. To set up a recipient page follow these three steps.

*To set up a recipient page you need to have admin permissions in Bizwizard

1.      Set up a Recipient page

Recipient pages are administrated under Archive.

 

 

In the list you will see a page called Default Recipient Page. You can use this one and make changes to it or you can choose to create a complete new one by clicking the Create new button in the black menu list.

 

 

Page settings

Merge fields
When you open a page you will land on the settings page. Apart from the name of the page you will see three more input fields that are optional to use.

 

 

Information added to these three fields can be merged into content (templates, mails, surveys etc.) created under the publication(s) to which the Recipient page is connected. This is good way to work if you want one place where you update this type of information.

 

Note: The default recipient page contains a Contact button. If you do not add a Contact email address on the settings page, you have to add an address to the Contact button manually when editing the page or remove it.”

 

Recipient properties

This section list which recipient properties that will be displayed on the page. It is possible to set a friendly name for each property that will be used on the page instead of the naming the properties have in the database.

 

 

Note: Only recipient properties that contains any data about the recipient will be displayed on the page.

Hide recipient properties
If you have recipient properties in your database that you of some reason don’t want to display on recipient pages you can set these to be hidden. The settings is found under the recipient properties administration.

 

 

Design edit page content

A recipient page (including the access flow) contains following four objects that can be edited and designed

Access form

Landing page after filling out the form

Email containing the temporary access link

The recipient page containing personal data

– When editing the Recipient page there are four specific content blocks available (also included in the standard template)

 

Publications Lists publications to which the recipient is connected

 

Recipient data Lists the recipient properties where data is stored about the recipient

 

Export button Exports recipient properties data to a text file

 

Contact button Contains a mail-to link (default to the email address added in the merge filed on the settings)

 

 

 

2. Connect a recipient page to publications

When your recipient page is configured you need to connect it to the publications where you want it to be available. To do this, use the Recipient Page Dropdown under Publication Settings.

 

When this is done all links and merge fields inserted into content created under the publication will refer to the specific Recipient Page.

Note: If you only have one recipient page you will not see the Recipient page drop down field under settings. Links and merge fields will automatically refer to that page.

3.      Add a link to the Recipient page

For your recipients to be able to get to the recipient page you need to add a link to it somewhere in your content (or templates). You find the link under Special Links.

 

 

If you have added information in the Data Controller, Contact email and GDPR fields on your Recipient page these are available as merge fields if you want to use them in your content (or templates).

 

No you are done 🙂

If you have any further question, don’t hesitate to contact us at support@lime.tech