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Enrollment Links

Generate custom enrollment links for your prospects and track which ones have been used.

How Enrollment Links Work

Each enrollment link you generate contains a unique token tied to your broker account. When a prospect clicks your link and completes enrollment, they're automatically assigned to your broker code — no manual steps needed.

You can generate as many links as you want. Each link can include an optional prospect name and email so you can track which prospects you sent which links to.

🔑 Key Point

The prospect must use your enrollment link to be credited to you. If they go directly to anglicancare.org/enroll without your link, they won't be automatically assigned to your account.

Generating a Link

1

Go to the Enrollment Links Tab

Log in to your broker portal and click the Enrollment Links tab in the sidebar.

2

Enter Prospect Details (Optional)

In the "Generate New Enrollment Link" section, enter the prospect's name and email address. This is optional — it helps you track who you sent the link to, but the link works without it.

3

Click "Generate Enrollment Link"

Your new link will appear in the Active Enrollment Links table below, along with a copy button.

4

Copy the Link

Click the Copy button next to the link URL to copy it to your clipboard. The link looks like anglicancare.org/enroll/?token=XXXX where XXXX is your unique token.

Sharing With Prospects

You can share your enrollment link with prospects however you prefer:

  • Email — Paste the link into an email to your prospect
  • Text message — Send the link via SMS
  • In person — Open the link on your prospect's phone or computer
  • Social media — Share the link in a direct message

Each link stays active until used. You can see which links have been used and which are still available in the Active Enrollment Links table.

Tracking Your Links

The Active Enrollment Links table shows:

  • Enrollment Link URL — The full link you can copy and share
  • Prospect Name — The name you entered (if any)
  • Prospect Email — The email you entered (if any)
  • Status — Whether the link is active or has been used
  • Created Date — When you generated the link
  • Used Date — When the prospect completed enrollment (if applicable

Links marked as Used mean the prospect has completed their enrollment and is now credited to your account. You can generate a new link for each prospect to keep your tracking organized.

Best Practices

One Link Per ProspectGenerate a separate link for each prospect so you can track exactly who enrolled and when.
Follow UpIf a link hasn't been used after a week, follow up with the prospect personally.
Include ContextWhen sending the link, briefly explain what Anglican Care is and why you recommend it.
Don't Reuse LinksEach link can only be used once. Generate a fresh link for each new prospect.
💡 Pro Tip

When you email a prospect your enrollment link, include a brief note about the program tiers and monthly contributions. Prospects who understand the pricing upfront are more likely to complete enrollment.