Program area
Stripe payment options
What are Stripe payment options ? You now have the option of adding a payment stage to your journey. For this to work, you must first configure your products and payment methods. See related articles: How do I configure a product ? How to integrate a ...
Download a form in PDF format
How do I download a form in PDF format? On the wiin.io platform, you can download and view your forms. This enables you to share it with your team, if you wish to give them the opportunity to consult it outside the platform. To do this, please follow ...
View and test your program
How to view and test your program? On your platform, you can view and test your program before officially launching it. Before testing your program, it must be configured and published. This configuration includes a number of mandatory menus. Please ...
Relaunch the invitation to collaborators
How to re-invite collaborators ? On the Wiin.io platform, you can invite your collaborators directly at program level (manager, evaluator, observer). When you invite your collaborators, they must confirm the invitation in order to log in. If they ...
Duplicate a program
How to duplicate a program ? Duplicating a program means creating an exact or similar copy of an existing program, reproducing its characteristics and parameters. When you duplicate a program, all its contents are duplicated : Forms E-mails Tags ...
The different types of operation
What is an operation? An operation consists in testing a condition or performing an action. There are 3 types. We have actions, conditions and advanced conditions. Actions An action consists in making changes to a system. We find actions such as : ...
Integrate a payment method
How do I integrate a payment method? You can integrate different payment methods to collect payments. This feature is only available for PRO and CUSTOM plans. There are currently 3 payment methods: Stripe : connect your Stripe account to WIIN to ...
Making a refund
How do I make a refund? Some payment methods allow you to make refunds. These include Stripe and Paypal. This feature is only available for PRO and CUSTOM plans. Paypal refund Refunds are made directly on the Paypal application. Feel free to consult ...
Setting up proof of payment
How do I create a proof of payment? If you don't use the other payment methods, use proof of payment. This will enable you to : Present payment information (bank details, cheque, link to another application...) Retrieve proof of payment in the form ...
Tracking transactions
How can I track transactions on my program? You've set up your payment stage, your program is online and you're receiving your first deposits and payments. Congratulations! Now, how do you keep track of your program's transactions? This feature is ...
What is automation ?
Do you need to automate certain tasks on your program to save time? We've created the "Automation" feature, enabling you to create automations to facilitate your work on the platform. Role of automation rules Automation rules enable you to automate ...
Setting up a payment step
How do I configure a payment stage? You can now add a payment stage to your program itinerary. For this to work, you must first configure your product and payment methods. See related articles: How do I configure a product? How do I integrate a ...
Configure a product
How do I configure a product? The payment function lets you create products to offer to your respondents on your route (registration fees, reservations, tickets, etc.). See our article on payment for a complete understanding of this article. This ...
Payment
What is payment functionality? In just a few clicks, the payment functionality lets you integrate a payment stage into your course. This enables you to collect payments from your respondents as part of your initiative (registration fees, ...
Display conditions
How to setup the display conditions? The WIIN.io platform allows you to setup the display conditions within the forms. What is the display condition? The display condition on a form is a rule that determines whether an element (field, section, ...
Request for deletion of deposits
How do I activate the deposit deletion request? Respondents can delete a submission if it has not passed any validation step (intermediate and/or final). However, if the deposit passes a validation step (intermediate and/or final), then the user can ...
Automation - The different types of triggers
Automation - The different types of triggers A trigger is an event that occurs in the system. By selecting a trigger, you will be able to execute one or more actions. To find triggers, you need to : Go to your program's "Automation" menu and click on ...
Manual transition
How to setup a manual transition step The WIIN.io platform allows to create manual transitions on intermediate validation steps. What is a manual transition? Manual transition is a feature that allows you to : Validate a file: the candidate accesses ...
The intermediate validation
How to setup the intermediate validation step? The WIIN.io platform allows to setup an intermediate validation step within a path. What is the intermediate validation step? The intermediate validation step allows you to add a dispatch step to your ...
Sharing a program
How to share a program? The WIIN.io platform allows to share a program with other users. What does it mean to share a program? The "Share" function of the program, allows you to copy/paste directly the link of your program, or to share it on your ...
Documentation for zapier
What is Zapier? Zapier is an automation platform that supports thousands of the most popular applications, such as : Google Sheets Slack Mailchimp In just a few minutes, you can set up automated workflows (called Zaps), which connect your programs to ...
Create an automation
Create an automation The WIIN.io platform allows you to create automations. What is automation? Automation is a menu on the administrator interface. It allows triggers to be used to perform operations. The trigger A trigger is an event that occurs ...
The different types of questions on a form
What are the types of questions on a form? The form contains two categories of fields as: Separators Questions Questions are used to build the form, and separators are used to structure the form. What are the different types of separators? The form ...
Change the dates of the course
How to change the opening and closing date of the program ? On your program, you have the possibility to modify the dates of a course already published. Where are the dates of the course? On the administrator side, in your program, the dates are in ...
Create a form
How to create a form? Forms are integrated into the steps of your course. In this article we will look at how to create a form and then associate it with a step in your course. Forms menu To find your forms, simply go to your program in the "Forms" ...
The course and the steps
What is a course and how can it be setup? A course is a succession of steps that constitute the application file, which you will be able to collect, analyse and why not have the selected files evaluated by evaluators. Structure of the course On the ...
The different collaborator's roles
What are the different collaborative roles ? On WIIN.io, you can work with your colleagues, inviting them to work with you on the same program. There are three different roles on the platform: Owner Administrator Collaborator When you click on the ...
Invite a collaborator to a program
How to invite a collaborator to a program ? You can invite collaborators on your different programs to help you : Manage applications Sort the answers Appreciate the files To invite a collaborator, go to the collaborator menu, then click on "Invite a ...
Create your manager account
How to create a manager account? To create your manager account, you must be invited by an existing team member of the platform. To accept the invitation : The team member/manager invites you to become a manager by entering your email You have to go ...
Manager password recovery
How to recover your password? Password forgotten? Forgetting or losing your password is quite common. The steps to follow to create a new password are : Verification of the login and password Resetting the password Verification of login and password ...
Create a new program
How to create a new program? You will need to create a new program on your platform for each new initiative you want to digitize. Creation of a new program To start your new program, simply click on the "Create a program" button, at the top of the ...