How Can I Preview The User Enrollment Form?

How Can I Preview The User Enrollment Form?


When you legally protect your sales incentive plan, you can configure various parameters such as:
  • Terms and conditions
  • Whether to use a simple checkbox or an e-signature for acceptance
  • Whether to send enrollment emails or let users self-enroll

You may want to preview the enrollment forms users will see. Here are the steps to preview the enrollment form:
  • Login to your workspace
  • On the left pane, click on "Plans > All Plans"
  • Search for your plan
  • Click on the plan row
  • Click on the "Legal" tab (if needed)
  • Make sure you have selected an option which requires user enrollment
  • Click on "Preview Enrollment Form"

To learn more about plan legal options, click here.
To learn more about how to view user enrollment status, click here.

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