This article will guide you on how to setup active, clickable links in a Request description to link to external sites
Adding links to your Requests is a powerful way to allow your contacts to access external services you use.
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1. Open an existing Invite/Template.
2. Either click into the new Request title, to reveal the Request Editor, OR, Click the Edit Pencil ✎ to edit the Request.
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- If it's opened via create a new Invite, it will look like this under Step 3 'Requests'.
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3. Enter a clear description for the Request that explains what you require, and any specifics the client should be aware of.
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- Create invite view
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4. Paste your URL into the Request description, and highlight the URL you'd like to link.
Tip: You can also enter text such as Click this link and turn the text into a Hyperlink.
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5. Click the Hyperlink icon in the toolbar and Enter the exact URL for the service i.e. https://www.google.com
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6. The text will now appear as a hyperlink, that the contact can click.
Note: If setting up links for Multiple contacts, on the same Invite, they will require their own Request assigned to them.
- Either create a new Request or use the Copy function to duplicate the previously made Request (to save starting from scratch)
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- Update the Request description/link of this new Request using the previous steps
- Click the Edit Pencil ✎ on each Request
- Look for option Request from option, under Title, and select who will receive this request
- Check the correct Contact for that Request
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- Repeat these steps for each Contact