How can I send the Mini Fact Find Questionnaire to my clients?

In the clients’ list table on the Adviser Home Page, advisers may send the Mini Fact Find to clients and leads in 3 ways:

1. Via "Email" button. Clicking the "email" button will automatically send an email to your client with a link inside the email body. Your client can click on that link to access the Mini Fact Find.


2. Via "Copy" button. Using this button will allow you to copy the Mini Fact Find link . This option will allow you to customize the message, and then attach the Mini Fact Find link to your client via your desired app.

3. Via the "Mini Fact Find Link". Clicking the "Mini Fact Find Link" will generate a generic link that you may copy and attach to your marketing emails. This option is ideal if you do not have the client/lead's basic information such as name, email, and contact information. As soon as clients/leads finished answering the questionnaire via this channel, their name will be added in the client list and a client profile will also be created in Xplan.

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