Creating URL Slugs

What is a Slug?

A Slug is the part of a URL that comes after the domain extension in an easy-to-read format. The benefit of a Slug 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 Slug such as "registration". Now instead of the link looking like this:

It can look like this:

Cool huh? You can add Slugs to just about anything in the platform!

How do I create a Slug?

IMPORTANT: "Manage Slugs" will only appear in the Flyout Menu once you have your Custom URL & Login configured.

CLICK HERE to learn about Custom URL & Login

To get started, navigate to Flyout Menu > Manage Slugs.

Click the  +Create Slug button.

You will be prompted to fill out the following fields.

Name: A name for your reference while viewing the list of Slugs.

Slug: This is the name of the slug 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 Slug 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 Slugs, and click the +Create Slug button.

Paste the URL that you copied into the Alt URL field. Put the name of the Slug you would like to replace the default with into the Slug 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 Slug under Source.

Now when you paste the URL, you'll see the new Slug in action!

TIP: If this link is accessed outside of the platform and the user is not logged in, they will be prompted to log in first. They will then immediately be directed to the URL.

How do I create a Slug for a Form?

While creating a Form, you can set a Slug 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 Slug 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 Slug will automatically appear in the list when you go to Flyout Menu > Manage Slugs.

Managing your Slugs

You can manage your Slugs at any time by navigating to Flyout Menu > Manage Slugs, 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 Slug fields.

Delete: Remove the Slug from the platform. This will only remove the Slug, not anything the URL is related to.

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