Assessment Links
A unique aspect of TIFIN Wealth is the ability to create unique assessment links for lead generation and are designed to be placed in high-traffic areas, such as your website, social media, prospect newsletters, or email signatures.
Use these personal assessment links off platform to collect information on your prospects. Results will flow into TIFIN Wealth automatically as they get completed.
The hyperlinks you create in this section are generic and are not meant for a specific client or prospect already in your list of Clients & Prospects.
To create an assessment link:
Go to Settings > Communications > Assessment Links
Click Generate New Link
Choose between Risk and / or Plan assessments > Give your custom link a Name > Click Next
You may add a Custom Question to your Custom Assessment link or click Skip & Generate Link:
Optional: Write up your custom question and any sub-text and click Add
Add as many Custom Questions as you'd like:
Click Generate Link > view your newly created Custom Assessment Hyperlink. You can Copy the Link and use it to prospect and grow your business. Click on the red trash can icon to delete a custom link.
Custom Assessment Questions
Custom questions will appear as options to include in your assessment as the first question asked. You can add as many custom questions as you'd like and select them when sending out an assessment.
To create a custom question:
Go to Settings > Communications > Custom Questions
Write up your custom question and any sub-text and click Add.
Create as many Custom Questions as you'd like:
When you go to send an assessment, your custom questions will be located in step 2 to check on if desired.
Calendar Meeting Links
Setting up your meeting link allows Clients or Prospects or Clients to schedule meetings with you. Add your unique calendar scheduler link to allow folks to book follow up meetings after completing the assessment.
To set your calendar link:
Go to Settings > Communications > Meeting Links
Add your custom meeting link URL > Click Save
