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Add a URL Redirect to your Custom Intake

Redirect your clients to any URL after they submit your custom intake for review

Jeremy Peskin avatar
Written by Jeremy Peskin
Updated today

Instead of showing your leads and clients our standard "Success" page when they finish and submit your Custom Intake, you can automatically redirect them to a URL of your choice after submitting for review.

In order to add a redirect to a Custom Intake:

  • Navigate to the Custom Intake

  • Click "Design"

  • Check the box that says "Redirect to URL after Submitting"

  • Enter your URL

Once you've done this, you can test it out by hitting preview, entering at least a name and email (this is needed to submit an intake for review) and then hitting Submit for Review. You'll briefly see our success page and then your browser will redirect to the URL that you provided.

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