*You can sign up for Canopy Connect here: https://app.usecanopy.com/partners/signup and use the code MVP10 to get 10% off
If you have not already, please visit our Canopy Connect Integration Set Up article to connect your MVP account to Canopy Connect.
Your Canopy Connect (CC) link can be used either in a workflow action or in a text template.
*Note: If you have set up your integration with MVP, and a customer completes your Canopy Connect link outside of MVP (for example, if you have the link available on your agency website), that data will come in to MVP as a new household, available in the API Leads section.
For ideas on what your text/emails should say when using your Canopy Connect link, log into your CC account and take a look at the Contact Templates page.
Using your CC link in a Workflow:
Click your name at the top right in MVP and go to your Workflows page
Choose which workflow you would like to add the link to and click edit for that specific workflow
Choose which action you want to insert the link into
Use the Variable Field Canopy Connect Link to insert the link into the desired place in your workflow action
Using your CC link in a Text Template:
Click your name at the top right in MVP and go to Text Templates
Choose Create Text Template or edit an existing one
Insert the Canopy Connect Link variable field in the desired place in your text template
Once the household completes the required steps for Canopy Connect, you will see their data on the details page in Agency MVP.