When I began using CC, I created a signup form to embed in my emails to clients, it is for them to read my Cancellation policy and "sign to acknowledge"
Enter problem number 1. I cannot find this sign up form that I created anywhere in my account. I feel like I've checked everywhere. I also don't even remember how I created it, because I've been unable to recreate it. Where could it possibly be? The link in my client emails is working fine with all tests I've done.
Secondly, how to I find responses to this form? It hasn't been an issue because I had another form of "sign here to acknowledge", however I'm getting a lot of cancellations and reschedules from client that say "I didn't see it, so I didn't sign it, so it doesn't apply"
This may be a complete space brain moment, but before I get frustrated, I figured asking would be best. Thanks.
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Afternoon, I'm new to CC and I'm finding it a breeze to use so far. I have run into one issue and I could use advice. In my efforts to scale down the amount of "programs" we use as a company, I switched over to CC. For reference, I'm running an SAT/Tutoring/Coaching company. Here is the issue. Joe Smith signs up for an SAT Class. I enter him into CC manually (I've already bulk uploaded over 500 students/1k parents) Generally I would sent an individual email to Joe with all the information he needs. I'm trying to automate this now. I need to be able to add him to CC and trigger a premade email to be sent to him only, like a faux onboarding. The only way I've seen to do this is to add a tag or group. However, this will become tedious to remember to remove Joe from the tag or list when I have several new students. Any tips? Thanks, JT
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