Creating Sign-In Presets
To get started, follow these simple steps:- Visit the Automations dashboard.
- Click the “Create” button, then select Sign-In Preset.
- Add the desired questions into your preset.
- To re-order questions, you can simply drag and drop them as needed.
- Give your package a name and review the questions added.
- When you’re satisfied, click “Create Preset”.
Using Sign-In Presets
Creating a new listing
Creating a new listing
If you are creating a new listing, you’ll be able to apply your created sign-in presets.
Creating a new listing template
Creating a new listing template
If you are creating a new listing template, you’ll be able to include your created sign-in presets into the template.
Editing Sign-In Presets
To edit a sign-in preset, follow these simple steps:- Visit the Automations dashboard.
- Find the sign-in preset you want to edit, then click it.
- Make the necessary changes to the questions in the preset - remember to save each individual change.
- Once you are finished, press the dark “Save Changes” button. If you do not do this, none of your changes will be saved.
Changes made to sign-in presets will not apply to any listings or listing templates created previously. Changes will only apply to future uses of the sign-in preset.