Smartwaiver integration allows you to convert your shop waivers into a digital format that can be integrated with your products on TRYTN.
This article covers the following topics:
- Smartwaiver Overview
- Connecting Smartwaiver to TRYTN
- Linking Smartwaiver Templates to Products
- Adding Smartwaiver Links to Your Email Templates
- Frequently Asked Questions about Smartwaiver Integration
Related Articles:
Smartwaiver Overview
TRYTN allows you to integrate Smartwaiver links into your email templates to provide your customers with a reminder to fill out their waivers before their activity. Simply create an account with Smartwaiver or log in to an existing account to:
- Customize your existing activity waivers using your brand's colors, logos, and fonts
- Create and save multiple waiver templates
- Translate your templates into multiple languages
- Add a signature or initial boxes
- Include safety or instructional videos
- Add custom questions to your waiver
- Manage your participants / see who has completed a waiver
Connecting Smartwaiver to TRYTN
Adding digital waivers to your TRYTN account can be accomplished easily using the 4 steps below:
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STEP 1: Create a Smartwaiver Account
Register for a Smartwaiver account (or, visit https://www.smartwaiver.com/ to learn more about features and functionality). If you have an existing account with Smartwaiver, simply log in.
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STEP 2: Obtain API Key from Smartwaiver
While logged in to your Smartwaiver account, navigate to My Account > API Keys and click Create New API Key.
Next, copy the key for entry on your TRYTN account.
- STEP 3: Enter API Key on TRYTN.com
While logged into your TRYTN account, navigate to Settings > Smartwaivers and locate the Smartwaiver API Key field. Paste in your API key (created in Step 2 above) and then select Save Changes to save the API key for your account.
Note: If you don't see the option to generate an API Key, this feature may not currently be enabled on your account. Simply open a support ticket and let us know so we can get you set up.
- STEP 4: Start Adding Smartwaivers to your TRYTN Products
Once you've added your API Key from Smartwaiver.com, see the next sub-topic, Linking Smartwaiver Templates to Products, for details on connecting digital waivers to your TRYTN products.
Linking Smartwaiver Templates to Products
After following the steps to connect Smartwaiver to TRYTN, navigate to Settings > Smartwaivers to view a list of your waiver templates and attach existing products to these templates. An example is shown below:
- STEP 1: Attach Waivers to Your Products
Add products using the Products Attached To This Waiver field by typing or selecting your applicable products. All added products will be indicated in green. You can add as many products as you'd like.
- STEP 2: Save Waiver Settings
Select Save Changes and all products listed for the given waivers will be attached to this waiver.
- STEP 3: Instruct Your Customers to Sign Waivers
You will need to direct users with new orders to sign the waiver in Smartwaiver. After making an applicable purchase, customers will see the waiver URL(s) on both the success page and in the customer order email.
Adding Smartwaiver Links to Your Email Templates
Adding integrated Smartwaiver links to your email templates provides a friendly reminder to customers to fill out their waivers before their activity. The integrated link connects the Smartwaiver to the transaction ID number in TRYTN and the customer transaction details.
To add your Smartwaiver link to an email so your customers can sign it before a purchased activity, follow the quick steps below:
- STEP 1: Generate an Email Link on Smartwaiver.com
Log in to your Smartwaiver account and generate an email link by navigating to Add to Your Website > Waiver Links.
- STEP 2: Select Your Waiver
Use the dropdown menu to select the waiver you'd like to add to your email.
- STEP 3: Copy the Generated Link
Select and copy the link from the box outlined below:
IMPORTANT: You must add the following text to the end of the generated link:
?auto_tag=[TRANSACTION_IDENTIFIER]
- STEP 4:
From your TRYTN account, go to your email template via Settings > Custom Communications in the left navigation.
- For an existing email template: Locate the email and select Actions > Edit.
- If creating a new email template: Follow the instructions to Create a New Email Template using our Custom Communications Setup article.
From here, click the link editor tool shown in screenshot below:
Frequently Asked Questions about Smartwaiver Integration
Can I assign more than one Smartwaiver template to a product?
Yes, the system allows for zero-to-many waivers per product. Simply select the same product for more than one Smartwaiver template to send multiple waivers for the user to sign.
Will I receive status updates when a waiver is signed?
Yes, as part of your integration between TRYTN and Smartwaiver, TRYTN will establish webhooks into Smartwaiver. This will allow the system to know when a Smartwaiver is signed so the system can display that information to your employees. You will not receive additional communication from TRYTN about status changes like this, but you may still receive notifications directly from Smartwaiver.com.
If I integrate with Smartwaiver can I still use the built-in waiver system in TRYTN?
No, a Smartwaiver integration will replace the built-in waiver functionality.
Does every product have to be assigned to a Smartwaiver template?
No, you do not need to link every product to a Smartwaiver template. Only link those products that require a waiver to be filled out.
I don't see a way to add my Smartwaiver API key into the system and/or can't assign Smartwaiver templates to a product.
Since this is an advanced feature it is not enabled for every business by default. If you wish to integrate with Smartwaiver and currently do not have access, please open a support ticket so we can help you add this functionality.