Changing a XILO form link into a hyperlink can make it much easier for new leads to access the XILO form sent to them. This can also provide the agency the ability to customize how they market their XILO forms. Here's how it's done.

  1. Copy the XILO form URL, this can be done by following these steps.

  2. Open/compose a new customer email in Outlook.

  3. In the email tool bar, at the bottom middle of the email, click the Hyperlink icon (Chain Link

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  4. An edit link pop-up will appear, paste the copied link in the URL box.

  5. In the "Text as Display" box, type in what you want the hyperlink to say. Example: Click Here To Get Quote

*Note:

  • Some agents link to include a hyperlink to a XILO form in their email signature.

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