Overview
Upcoach enables you to embed personalized, editable spreadsheets and documents tailored to each client. This feature works seamlessly in Programs, Smart Docs, and Courses using the HTML Block.
With this functionality, every client accesses their unique copy of the embedded document, making it ideal for both group and individual coaching programs. Clients can edit their documents directly within upcoach, eliminating the need to switch to external tools like Google Docs.
This video will walk you through the process of setting up and embedding personalized documents in your Programs, Smart Docs, and Courses.
Implementation Details:
upcoach allows you to create personalized content using special tags that pull in specific information from your clients' profiles. You can use these tags in HTML blocks within your program, smart doc, and course.
Here are the available personalization tags and their corresponding client information:
Personalization tag | Description |
| The email address of the client |
| The name of the client |
| The unique ID of the client in your upcoach account |
| Any client field ID that you have set up in the Custom Field Settings. |
To make these tags URL-friendly, so that you can use the replaced information in URLs, you can add the prefix URL: before the tag, like so:
*|URL:user.email|*
*|URL:user.name|*
*|URL:user.id|*
*|URL:user.ABC|*
To use these tags in your HTML block, simply type the desired tag into the block content. When the program (smart doc, course) runs, the tag will be replaced with the corresponding information from the client's profile.
Note that this feature is currently only available in Program, Smart Doc and Course Editors for HTML blocks, but more support for more blocks is coming soon.
We know this might seem like an advanced feature at first, but don’t worry! We’ve prepared a detailed step-by-step video tutorial to make it super easy to get started. Once you try it, you’ll see just how simple it is to use!
If you need any further support, please contact us at [email protected] or inside the platform by clicking on the chat messaging bubble in the lower right corner.