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Lead Generation: Create a Goals Assessment Hyperlink
Lead Generation: Create a Goals Assessment Hyperlink

Generating the Plan hyperlinks

Updated over a year ago

To capture leads, a unique Goals assessment hyperlink is available to include in marketing campaigns, LinkedIn posts, on your website, or in your signature; an excelled call-to-action for your prospects!

  1. Go to Profile & Settings > Communications > click on Assessment Link

  2. Click Generate New Link in the top right corner

  3. Toggle on the Plan Driver> Choose you Plan > Click Next

  4. You can choose to ask a custom question or skip this step

  5. Once completed > click Copy Link> embed it marketing emails, on your website, or other high-traffic locations to identify prospective clients!

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