With the help of the Resource Vault feature, you can upload resources in the form of documents in FPT and share them with your contacts quickly and easily. This can be shared on their profile and seen on their booking app.
The following are the steps for creating a Resource Vault:
Go to the left menu and click on Resource Vault.
Click on the Create a New Resource button to get started.
3. Enter the name of the resource. Then, click on the Submit button.
4. Choose an image or an icon and color for the Tile Builder.
Important Note: An icon or image is required so you can update or save your template.
Option 1: Choose an image.
Option 2: Choose an icon and color.
5. Click the Add Subject button and enter the name of the subject. After adding the subject, the Save button will become clickable, and you may save it as it is but the page will show you the "Select a Topic to edit".
6. If you want to add a topic, you can click on the Two Opposite Arrows button and it will not only allow you to Add a topic but it will also show you the list of the topics you have previously created.
7. Once you've added the topic, you can click on the Edit Topic button, and it will show you more options such as to Load a Text Template, a Document Template, a Video Template, and a Load Asset. Once you're done editing, click on the Save button.
How To Send Resource Vault in Two Ways
Sending the Resource to One Member/Trial At A Time
Go to Contact Profile and select the Actions button.
Click on the Resource Vault Tab
Select the Resource you would like to share by clicking the box in the share column
2. Sending to Batch (Multiple Members/Trials)
Select Multiple Members/Trials and click the Batch (Blue Button)
Select Batch Resource and select the Resource that you would like to share
Select Share
Once shared, the clients will be able to see the shared items through the Client App* under Resources.
*Please note: Client App has replaced iliv.fit.