Add Recipient
Last updated
Last updated
HelpYouSponsor provides two ways to add recipients to a program and these include.
Add recipient from a program
External data entry
To add a recipient from a program, click the "Add recipient" button. This will open a drawer with the form to add a recipient.
The fields that appear here are the ones set up when creating a recipient profile form.
If you wish to change the fields in the form, simply click the "Manage Form Fields" button. This will open the drawer to edit the form fields. To manage form fields click here.
After submitting the form, the recipient will appear in the table for recipients.
Add a recipient to a program using external data entry gives you the ability to add recipients to a program without the need to log into your HelpYouSponsor account.
All you have to do is navigate to "programs" in the side menu and choose the program into which you want to insert and click the "embed" button. This will open a drawer and there you will see an option with "External Data Entry Link" and its corresponding link.
When you click this link, it will redirect you to a page with the form you attached to the program and with the form on that page you can add recipients straight into the program without having to login into your HelpYouSponsor account.
