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How do I send a waiver with auto-populated fields?

Written by Jason Wiese

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.


Single Location Brand Configuration

If you already have your waiver and re-opening waiver set up, jump to Auto-Populate Fields.

  1. Copy the waiver merge tag: Settings > Merge Tags > Account merge Tags.

  2. Create waiver email template: Create a scheduled email, add the waiver merge tag to the call-to-action button, and complete steps 3-6 under Auto-Populate Fields steps.

    1. Return to step 4 after configuring the Auto-Populate Fields steps.

  3. Turn On Re-Opening Feature under Automation > Livestream Manager. Under Class Schedule, turn on automated reminders for the account.

    1. Under Re-Opening Waiver, select Yes, send an email, then choose the Liability Waiver Template and Save.

Auto-Populate Fields

  1. Edit your liability waiver email template

  2. Create a scheduled email and select your liability email template that is used in the Livestream Manager Re-Opening Feature.

  3. Edit the email’s call-to-action button and add the following directly after the merge tag or waiver URL

    1. ?first_name=[%first_name%]&last_name=[%last_name%]&email=[%email%]

  4. Save and Close > Save and Exit > Save in Progress.

  5. Click Save as Template and save over your existing template.

  6. Delete the email, as it was created only for template-building purposes.

  7. Since your Livestream Manager Re-Opening Feature is already in use, it will utilize the latest version of the email template you just saved!


Multi-Location Brand Configuration

If you already have your waiver and re-opening waiver set up, jump to Auto-Populate Fields.

  1. 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.

  2. Create an email template in the HQ account.

    1. Insert the merge tag into the call-to-action button in the email.

  3. For each child account, create a scheduled email, select the franchisee waiver template, complete steps 3-6 under Auto-Populate Fields steps, and save as a template

    1. Return to step 6 after configuring the Auto-Populate Fields steps.

  4. Turn On Re-Opening Feature under Automation > Livestream Manager. Under Class Schedule, turn on automated reminders for the account.

Auto-Populate Fields

  1. In each child account, create a scheduled email. Set the date to any future time, as this email will not actually be sent.

  2. Create a scheduled email and select your liability email template that is used in the Livestream Manager Re-Opening Feature.

  3. Edit the email’s call-to-action button and add the following directly after the merge tag or waiver URL

    1. ?first_name=[%first_name%]&last_name=[%last_name%]&email=[%email%]

  4. Save and Close > Save and Exit > Save in Progress.

  5. Click Save as Template and save over your existing template.

  6. Delete the email, as it was created only for template-building purposes.

  7. Since your Livestream Manager Re-Opening Feature is already in use, it will utilize the latest version of the email template you just saved.

  8. Navigate to each child account and repeat these steps.


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.

If you are a multi-location brand the following will take place in each child account not HQ.

Configuration

  1. Copy the URL of the waiver in the Child Account

  2. Navigate to Automation > Transactional Messaging > Email in the Child Account

  3. Open the New Registration transactional email > Edit Email.

  4. Add a line of copy that says "Please complete your waiver before class by clicking HERE."

    1. In "HERE", you'll want to hyperlink that to the location specific waiver.

  5. Edit the HTML

    1. Find the following code: <p>Please complete your waiver before class by clicking here</a></p https://forms.prd.xplorcs.com/example-waiver-url.html

      1. After the URL add the bold copy below to the URL This auto adds the user's first name, last name and email address into the form when someone clicks the link.

        1. ?first_name={{ user_first_name }}&last_name={{ user_last_name }}&email={{ user_email }}

          1. Example: https://forms.prd.xplorcs.com/example-waiver-url.html?first_name={{ user_first_name }}&last_name={{ user_last_name }}&email={{ user_email }}

    2. Complete these steps for any other emails including Reservation Guest Invitation.

      1. Modify the copy as needed.

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