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Using the ‘Send me my link form’

Estimated reading: 2 minutes 71 views Contributors

Sometimes you want to enable several specific people who are already on the map to go into sumApp.

For instance, you’re doing a presentation and you’re asking them to update their profiles & connections, or to navigate the map from their own sumApp instance.

But you don’t want to send an email blast to the whole network. 

You COULD select each one from the member list and send the invite to them manually, and you COULD pull each person’s URL from the status report and put that into, for instance a zoom chat. 

But that’s distracting in the middle of a meeting.

The simplest approach would be to put the ‘send me my link form’ into your zoom chat instead.

Or you might want to post the ‘send me my link form’ somewhere anyone on the map can find it, such as an internal map landing page, or in the map sidepanel itself – that way, if a map member loses their personal sumApp link, they can retrieve it themselves.

Why It’s Helpful

  • Saves you from digging through the member list or resending invitations.
  • Gives access back to the members.
  • Helps members remember how they got their link (in case they lose it again).

Important Notes

  • 🚫 This form doesn’t ADD people to the member list, it only works for a member who is in the list already, and they need to use the same email that’s already in the list.
  • You can use this functionality even if you’re not using your Opt-In form.

✅ How to Share the “Send Me My Link” Form

From the ‘Setup’ menu under the “Define opt-in form” submenu

  1. Scroll to the ‘Send me my link form’ section.
  2. Click the 📋 clipboard icon to copy the link.

If it helps to watch a visual walk through, we have a quick TechTalk video demonstrating this feature, here.

What Happens When Members Use This Form

  • They’ll be prompted to enter the same email they were added with initially.
  • If the email matches, sumApp will automatically send them their unique access link.
  • If it doesn’t match, they’ll be prompted to try another email or contact you.

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Using the ‘Send me my link form’

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CONTENTS

The Technical Process

The Social Process

Steps to Add Members on the ‘Manage members’ page

Follow the steps below to learn how to add a new member from the ‘Manage members

Steps to Add Members via CSV Upload in sumApp

If you have a list of members to add to your sumApp project, follow the steps be

Steps to Manually Add a Member in sumApp from Add Members Page

To manually add members to your sumApp project, follow the steps below. 1. Choos

The New ‘Member Activity Logs’

Why It’s Helpful Use the Member Activity Log when you want to understand: Whethe

Canceling Your Subscription on sumApp

    1. Scroll to the bottom of the page and click “Manage your subscription”. 2.

Downgrading Your Subscription to Tier I

1. From “My Account” scroll down to the bottom of the page to ‘Change subscripti

Choosing a Subscription Plan and Number of Projects

1. From the “My Accounts” page, navigate to the bottom of the page to the “Chang

Accessing the ‘My Accounts’ Page and How to Update Your Account Information

1. “My Projects” page of your sumApp account, navigate to the left-hand menu. 2.

My Account and Billing

Managing your Account Settings and Subscription Plans The ‘My Account’ tab is wh

Article 8: Containers, Differences, Exchanges

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