The Setup section of SouceLink® allows you to perform several administrative functions for the overall site. Report and Email Options allows you to make changes in:

  • Report Rendering Options
  • Email Options
  • Social Media and Analytics Accounts

 

Report Rendering Options

Choose font and colors for SourceLink reports.

 

Email Options

Determine who will receive emails for referrals and information that is show on outgoing emails. By clicking Send Introduction Letter you can send an automatic letter to everyone who signs up with Sourcelink.

A sample of the email appears below:


 

Social Media and Analytics Accounts

Filling in your social media account information allows the Annual Report Toolkit (BA408) to pull those analytics into your report.