Creating Friendly URLs
What is a Friendly URL?
A Friendly URL is the part of a URL that comes after the domain extension in an easy-to-read format. The benefit of a Friendly URL is that it makes navigation easier - and it makes your links look prettier: )
For example, let's say you want to send someone a link to your Intake Form. By default, the Form will be assigned a Form ID composed of random values, like "S6o43617tuJibaz". This ID is visible in your link.
To make your link more presentable, you can give it a Friendly URL such as "registration". Now instead of the link looking like this:
It can look like this:
Cool huh? You can add Friendly URLs to just about anything in the platform!
How do I create a Friendly URL?
CLICK HERE to learn about Custom URL & Login
To get started, navigate to Flyout Menu > Manage Friendly URL.
Click the +Create Friendly URL button.
You will be prompted to fill out the following fields.
Name: A name for your reference while viewing the list of Friendly URLs.
Friendly URL: This is the name of the element that will appear in your URL. Only letters, numbers and hyphens are currently supported.
Alt URL: This is the original URL that you want to give a Friendly URL to. You can paste the full link here, or you can just use the relative link.
Let's use a Portal Page as an example. Start by Impersonating a Client, and navigate to the desired Portal Page.
CLICK HERE to learn about Impersonating
Highlight and copy the URL in your browser's address bar.
Back on the Admin side, navigate to Flyout Menu > Manage Friendly URL, and click the +Create Friendly URL button.
Paste the URL that you copied into the Alt URL field. Put the name of the Friendly URL you would like to replace the default with into the Friendly URL field, and a name for your reference in the Name field.
To copy the new link to your clipboard, just click the name of the Friendly URL under Source.
Now when you paste the URL, you'll see the new Friendly URL in action!
How do I create a Friendly URL for a Form?
While creating a Form, you can set a Friendly URL for it. You can do this for any of the three types of Forms.
CLICK HERE to learn about Forms
Navigate to Forms. You can either create a new Form, or edit an existing one.
While viewing the Form, click the Link / Embed button at the top of the page.
In the URL Alias section, you can type your desired Friendly URL in the Alias field.
Once you click the Update URL Alias button, the new URL will automatically be generated into a new Alias URL field.
This new Friendly URL will automatically appear in the list when you go to Flyout Menu > Manage Friendly URLs.
Managing your Friendly URLs
You can manage your Friendly URL at any time by navigating to Flyout Menu > Manage Friendly URLs, and clicking the Options dropdown menu.
Edit: You can change the information in any of the fields you filled out. For Intake Forms, you will only be able to change the Name and Friendly URL fields.
Delete: Remove the Friendly URL from the platform. This will only remove the Friendly URL, not anything the URL is related to.