What Is The Redirect Function?
Once your client has signed or approved their engagement letter, they can be redirected elsewhere.
For example, to a thank you page on your website with a video of you and a form embedded to capture further details.
Learn how you can set this up with your proposal templates.
How Can I Set This Up?
Please note: The GoCardless integration is one form of re-direct, so when in place this can't be done.
Step 1. Go to Configure > Proposal Templates & E-mails
Step 2. Select edit or add a new proposal template.
Step 3. Add the URL into the redirect field
Add the web address of the page you'd like your clients to be redirected to on your website in the field indicated.
>> The GoCardless Integration
>> Configuring your proposal templates
>> Controlling your client e-mail content