Program area
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 ...
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 ...
The different types of triggers
What is a trigger? 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 "Add a rule". For your ...
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 ...
What is automation ?
What is automation ? On your platform, automation is a menu that allows you to create processes using triggers to automatically execute tasks or operations created upstream. How do I configure automation ? To configure automation, follow these steps ...
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 ...
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, allowing you to collect, analyse and, why not, have the selected files evaluated by evaluators. Structure of the course On the public ...
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 ? On the Wiin.io platform, you can invite collaborators directly from your program. To do so, go to your program Click on the “Collaborator” menu, then on the “Invite a collaborator” button at the top right ...
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 ...