How to Use Link to Fill (Contact Data Capture)

The Link to Fill feature in Yao provides a secure method for capturing comprehensive information from clients through a dedicated portal. There are instances where clients or potential clients are in a rush on the phone and provide only minimal data; this function allows you to send them a snapshot of their contact card, which gives them the ability to populate your records with full and correct information at their own convenience. This process ensures your data remains accurate while maintaining a professional, user-centric experience.

Prerequisites

• The contact must already exist within the Yao system.
• The contact must have a mobile number assigned to their contact record to authenticate this process.

Generating the Secure Data Capture Link

1. In the left-hand navigation menu, select the Contacts tab.

2. Locate the specific contact record which requires additional information.

3. On the far right of the contact row, click the Ellipses (three dots) icon to open the actions menu.

4. Select the Link to Fill option. A Share Contact Form dialogue box will appear.

5. In the Invite link to fill in the following information dropdown menu, select the desired link duration, such as 3 hours, 6 hours, 1 day or 3 days.

6. Click the Copy Link button located in the bottom-right corner of the window. A confirmation message stating "URL copied to clipboard" will appear at the top of the screen.

Client Verification Journey and Data Entry

Once the client receives and opens the link, they must complete a secure validation process to access the form.

1. On the Verify Your Identity screen, enter the registered Mobile Phone Number.

2. Click the Send Verification Code button.

3. Enter the 4-digit Verification Code received via SMS.

4. Click the Verify Code button. The contact form will load upon successful validation.