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Introduction

24
  • Welcome to Disciple.Tools
  • Structure of Disciple.Tools explained
  • Developer Documentation
  • Explore a Demo
    • Launch a demo
    • Removing the demo data
    • Inviting other users
    • Migrating your data from a demo
  • Use Case Tutorial
    • Introduction
    • 1. Your Profile
    • 2. Adding Teammates
    • 3. Another Contact
    • 4. Dispatcher Role
    • 5. Updating a Contact
    • 6. Forming a Group
    • 7. Maturing Disciples
    • 8. @ Mentioning
    • 9. Switch Users
    • 10. Scheduling a Meeting
    • 11. Sub-assigning
    • 12. Following Daughter Groups
    • 13. Baptism
    • 14. Team Information
    • 15. Filtering
    • 16. Viewing the Metrics

Big Concepts

26
  • What makes Disciple.Tools different?
  • Tricky Terminology (Glossary)
  • Core system features vs plugins or extensions
  • Multi-site vs a single instance
  • Users (vs Contacts)
  • Setting Locations (Geolocation and Mapping)
  • Metrics
  • Translation
    • Our multi-lingual focus
    • Contributing Your Language Skills
  • Roles
    • Roles – Introduction
    • Subscriber/Registered
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    • Roles and Capabilities Manager
    • Access By Source
    • Increasing User Access
    • Sharing a Record
  • Magic Links
    • Magic Links
    • Magic Link Form Templates
    • Magic Link Scheduling
    • User Updates for Contacts or Groups

Initial Setup

41
  • Overview
  • Host it yourself
  • SSO Login
  • Admin Setup
    • Admin – Intro
    • Appearance
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      • People Groups
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    • Extensions (D.T)
      • Extensions
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      • Trainings
        • Training Records Intro
        • Trainings List Page
        • Trainings Record Page
        • Create New Training
        • Editing the Training Event
    • Settings (D.T)
      • Settings
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  • Frequently Asked Questions
    • Frequently Asked Questions
    • How do I add other users to my Disciple.Tools Site?
    • How do I bulk edit contacts?
    • Comments Translation
    • How do I add custom tiles or fields?
    • How do I delete a contact or group?
    • How do I link my Disciple.Tools site to another?
    • How much does it cost to use Disciple.Tools?
    • Why can’t I see all my contacts?
    • I got a permission denied message???
    • How do I change my password?
    • How can I change my email?
    • When will the documentation be updated?

User Orientation

33
  • Tasks and Reminders
  • Dashboard
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    • Intro
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  • Home
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  • Magic Link Form Templates
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Magic Link Form Templates

Form Templates let you create custom forms for a record type using magic links.

For instance, you could send a leader a link to update a group or you could send a contact a form to update their own contact record.

Example:

Let’s create a form to update contact information:

Required: the Magic Link Plugin installed and activated.

Go To WP Admin > Extensions (D.T) > Magic Links > Templates.

Choose Contacts as your post type or record type. Then click on the New Template button.

Fill out the Template Name (what you will remember it by) and the Template Title (what will be posted at the top of the actual form).

Under “Add a D.T field to the form,” add the “Phone,” “Email,” and “Address” fields. You will need to click the “Add” button each time.

Uncheck “Show Recent Comments”.

Fill out the “Form Header Message” with any instructions you want displayed at the top of the form.

Finally click “Update”.

Viewing the Form #

Go to any contact record and find the “Magic Links” tile.

From here you can:

  • Click the first button to “View”
  • Click the second button to “Copy” the link and then paste into a new browser tab
  • Send the link to the person(s) you would like to submit the update
  • Get a QR code that can be used in lieu of a text-based url
  • Reset the link

Other examples #

Personal Update #

Ask each contact for a personal update and if they have anything to share.

Group Update #


Want to send out link automatically? #

See Magic Link Scheduling

Updated on August 7, 2024
Table of Contents
  • Viewing the Form
  • Other examples
    • Personal Update
    • Group Update
  • Want to send out link automatically?

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