How to Add Riskalyze Links

How to Add Riskalyze Links

What you can do: Create Riskalyze Links

If you need to send a Risk Questionnaire to your client, by integrating Pulse360 with Riskalyze, you can send the link directly from Pulse360. 

For this you need to connect Riskalyze to Pulse360.

Check out the video to see how to do that:



1. When creating a new note, click the Riskalyze button in the formatting options below. 




2. A box will appear. Select the type of Risk Questionnaire you want to generate. In "Riskalyze Contact," select the contact so that the link can be generated. Input the amount invested. 

Press "Create Link."




3. Copy the generated link and paste it into the note.



OR

Highlight part of the text and select the link icon to embed the link.




5. Add the note to the client's record. It will appear in the document preview on the right, as long as the topic is included in the selected template. Press "Send Email."

You can find how to create Template here: How to Create and Edit a Document Template



Tips

  1. Riskalyze Integration
  2. Right now, Pulse360 does not sync the client's Risk Score.
  3. How to Format Text

    • Related Articles

    • How to Add PreciseFP Links

      What you can do: Create Links to PreciseFP Forms If you need to send a data gathering form to your client, by integrating Pulse360 with PreciseFP, you can send the link directly from Pulse360.  This article will go over how to send PreciseFP in ...
    • How to Add and Edit Blocks

      What you can do: Create Reusable Blocks Reusable blocks are what make up a document template. They can be used across all templates. When you update a block, any other template that uses that block will also be updated. This way, if you have a block, ...
    • How to Add Email Signature

      What you can do: Add Email Signature You can add your email signature to Pulse360. Whenever you send an email from your account, this signature will appear. How: Step by step directions on how to do that: 1. Navigate to the Onboarding screen and go ...
    • How to Bulk Add Collections

      What you can do: Bulk Add Collections You can add multiple Collections to multiple contacts in a few seconds. In order to do so, you need to have collections in your Library. Here you can find how to manage collections.  Check out the video to see ...
    • How to Add Wet Signature

      What you can do: Add Wet Signature In Pulse360, you are able to create a signature that will appear at the bottom of your templates.  How: Step by step directions on how to do that: 1. Navigate to the Onboarding screen by clicking the present icon on ...