The Create Short Method URL action will create a short, unique link to a specific Method screen within your account.

1. Who Will Access This Link?

  • Guest User: link accessible by a contact within your account. Commonly used for a contact's portal page. 

Note: Will need to specify the contact's Record ID (eg., the respective action result) so the page the contact reaches is specific to their data.

  • Public User: link accessible by everyone.
  • Method User of your Account: link accessible only by a Method user.

2. Open This Screen: the screen the link will show.

3. Set this Active Record ID: if the screen is showing a record, this will be the record id for the record being viewed.

4. Link Expiry (In Minutes): a link that expires will no longer work. Links can be set to never expire.

5. Store URL in: where the url link is stored.

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