Demio allows Users to save each Registrant's Unique Join Link directly into an integrated CRM.
To do this, follow these simple steps:
1. You will need to have at least one CRM integration to do this. We will be using ActiveCampaign for this example, but all other integrated CRMs work as well.
3. Head over to the Customize tab and click on Integrations.
4. Toggle the button next to the CRM of your choice to On and you'll be presented with a pop-up where you can define the account, integration type, workflow, etc. to capture your Registrant details.
5. Once those details are selected, you'll be presented with the option to turn the Save Join Link feature On or Off at the bottom of the pop-up.
Once you have clicked the On button, a dropdown menu will appear. You can then select the new Custom Field called Join Link from your CRM to which the Join Link should be saved.
Note: Be sure to first create a new Custom Field for the Join Link in your CRM.