Vaccination Clinics

Vaccination Vouchers

[ORGANIZATION_NAME]

Instructions:

  1. Open the email containing the VOUCHER CLIENT SETUP information
  2. Open the Google Sheet for Voucher Clients
    1. Update the sheet using the information in the VOUCHER CLIENT SETUP email
  3. Open the Forms Page and Duplicate the FORM: 00 F23 – TEMPLATE for VOUCHERS
    1. Go into the Form Settings
    2. Rename the FORM: V23 – [CLIENT_CODE]: [ORGANIZATION_NAME]
    3. Set the Limit Number of Entries to the Voucher Limit in the Google Sheet
    4. Note the Form ID
    5. Save the Form
    6. Go to the Settings > GravityExport page
    7. Update the [CLIENT_CODE] in the Custom Filename field
    8. Copy the Export URL to the clipboard
    9. Save the settings
  4. Open the Entries for the ADMIN – Voucher Client Setup form
    1. Edit the entry for the Organization you’re working on
    2. Paste the Export URL in the Data Export URL field
    3. Fill out the other Admin fields (Group ID, Organization Number, and Client Code) with the info from the Google Sheet
    4. Save the Entry
  5. Duplicate the PAGE: 00 VOUCHERS – START BY DUPLICATING THIS | V23 – XXXX: Organization Name
    1. Edit with Elementor
    2. Set the page title of ORGANIZATION_NAME
    3. Open the Page Settings gear at the lower left corner of the page in the Elementor Editor
    4. Rename the page Title
    5. Click the Yoast SEO tab
    6. Click the Google Preview tab
    7. Update the SEO Title with the Organization name
    8. Set the SLUG as [CLIENT_CODE]v
    9. Update the page to save the changes
    10. Edit the SHORTCODE field in the page with the FORM ID from step 3.4 above and the Client EP Toekn from the Setup Email and APPLY the changes
    11. Update the page
  6. TESTING TIME
    1. View the Page you’re setting up
    2. Complete the form
    3. Review the Confirmation Email
    4. Visit the Clinic Administration Center
    5. Review the Client listing under Vouchers
    6. Click and download the Entries Export
    7. Verify the correct data within
  7. Delete this paragraph of Instructions
  8. Save the page.
  9. Notify Nikki that it’s ready for review
  10. Once Approved for the Client, reset the Voucher ID values