You can easily share your Routing Form with customers by generating a unique link. The Routing Form will display on a standalone page that you can customize to align with your branding. Follow this guide to design and share your Routing Form page.
Design the Standalone Page
Use the Page Designer to create a visually appealing standalone page for your Routing Form using the steps below:
Navigating to the Page Designer
- Click on Routing Forms in the left-hand navigation menu.
- Select the form you want to design a standalone page for.
- Click on the Page Designer tab at the top.
Designing the Page
The Page Designer provides a live preview (WYSIWYG editor), allowing you to see real-time updates for both desktop and mobile views as you design your page.
Here are the key customization options available:
- Customize the URL: Create a unique and easy-to-share URL for the page.
- Branding Adjustments: Match your brand's style by adjusting background, text, and button colors.
- Add Visuals and Messaging: Upload custom images, logos, and a personalized welcome message.
- Incorporate Links: Add helpful links in the footer or welcome message for navigation or valuable resources.
- Social Media Integration: Include clickable social media icons for platforms such as your website, X (formerly Twitter), YouTube, and others.
Once your design is complete, you can generate a sharable link by clicking Share Your Page.
Share your Routing Form as a Standalone Page
Navigating to the Routing Forms lobby
- Click on Routing Forms in the left-hand navigation menu.
Sharing the link
- Click on the Share button for the Routing Form you want to share as a page.
- Click on Copy & close in the pop-up.
- Paste the link wherever needed.
