In Xplor Growth, you can use URL parameters and merge tags to automatically populate customer information within waiver forms. This helps reduce manual entry, improves the customer experience, and ensures waiver signatures sync correctly between Mariana Tek and Xplor Growth.
Why This Matters
When a contact profile exists in Xplor Growth, it is important that the customer signs the waiver using the same email address associated with their Mariana Tek or Xplor Growth profile. This ensures the waiver status syncs correctly between systems.
Without matching email addresses:
The waiver may appear unsigned
Customers may be unable to check in for class
Studio staff may need to manually troubleshoot waiver mismatches
Auto-populating the customer’s name and email helps prevent these issues and creates a smoother check-in experience
Marketing and Scheduled Emails
For marketing emails and scheduled emails, you can append URL parameters to a waiver link or waiver merge tag using the following structure:
[WAIVER URL OR MERGE TAG]?first_name=[%first_name%]&last_name=[%last_name%]&email=[%email%]
When used in an email template sent through Livestream Manager, the customer’s first name, last name, and email address will automatically populate within the waiver form. Customers can still edit or update any auto-populated fields before submitting the waiver.
Configuration
These steps must be completed first. If already completed, continue through the article
Create a waiver in the HQ account or in a single-location account.
For HQ accounts, sync waiver to child accounts.
Copy the Waiver Merge tag from a Child Account
Navigate to any Child location > Settings > Merge Tags > Account Merge Tags and copy the waiver merge tag.
Create an email template in the HQ account or in a single-location account.
Insert the merge tag into a button in the email
For HQ accounts, sync the template to child accounts.
Child account setup
In each child account, create a scheduled email, select the franchisee waiver template, and save it as a template
Turn On Re-Opening Feature under Automation > Livestream Manager. Under Class Schedule, turn on automated reminders for the account.
If your waivers and template are already configured:
Create Email Template in HQ
In your HQ account or single-location account, create a scheduled email (full design) and select the existing Waiver Email template used in the Livestream Manager Waiver Reopening > Edit this email.
Assuming the HQ synced waiver merge tag is already saved as part of the button, click to edit that button URL in the email and add ?first_name=[%first_name%]&last_name=[%last_name%]&email=[%email%] directly after the merge tag.
Save and Close > Save and Exit > Save in Progress.
Click Save as Template and create a new template (to avoid confusion with the existing template). Delete the email, as it was created only for template-building purposes.
Sync the templates to your child accounts. Head to the gear icon > assets > templates, find the template, and click options > share with franchisees to share it with child accounts.
Create a Template in each Child Account
In each child account, create a scheduled email. Set the date to any future time, as this email will not actually be sent. (Check that the merge tag and the appendages are all there)
When designing, click Franchise Templates, select the HQ waiver template, and continue building out the email for the re-opening waiver.
Once built, click Save Email and Exit > Save in progress, then finally, save as a template (net new to avoid confusion with the old template).
Send a test email to yourself to confirm that the merge tag populates the correct waiver link with the auto-populated fields for your XG login (your first name, last name, and email address used to log in to the XG platform).
Update Template within the Waiver Re-Opening Feature
Navigate to Automation > Livestream Manager. Under Class Schedule, turn on automated reminders for the account.
Under Re-Opening Waiver, select the updated template you just created, then click Save.
Transactional Emails
Transactional emails do not support the same merge tags used in marketing or scheduled emails. Instead, you must use a hard-coded waiver URL and dynamically append the customer’s email address. Example:
a href="https://forms.prd.xplorcs.com/STUDIO/waivers/WAIVERNAME.html?email={{user_email}}">here</a>This automatically populates the email address associated with the recipient of the transactional email.
Configuration
Copy the URL of the waiver in the Child Account
Navigate to Automation > Transactional Messaging > Email in the Child Account
Open the New Registration transactional email > Edit Email.
Add a line of copy that says "Please complete your waiver before class by clicking here."
Edit the HTML
Find the following code: <p>Please complete your waiver before class by clicking here</a></p
Replace with <p>Please complete your waiver before class by clicking <a href="https://forms.prd.xplorcs.com/STUDIO/waivers/WAIVERNAME.html?email={{user_email}}">here</a></p>
Replace the bold part with the URL of the waiver for that child account
