Step by Step guide to customize, create, and share XILO form links:

Creating and Customizing Form Links:

  1. Click on the "Forms" tab located on the left hand navigation

  2. Click "Share Form" on the form you wish to send

  3. (Optional: Select agents you would like associated with the form)

  4. (Optional: Enter a referral source you would like to associate with the form)

  5. Click "Create Link"

    1. Copy the link for a customer by clicking "Copy Link" and paste where desired

    2. Share the link with an agent or referral partner by entering their email into the "Share Link with Agent or Referral Partner" field and click "Send"

Updating the Link for a Form:

  1. Click on the "Forms" tab located on the left hand navigation

  2. Locate the form you would like to update the link for

  3. Click the 3 vertical dots to the right of the screen

  4. Select "Update Link"

  5. Please Note: This action can not be undone.

    Everyone that has used this link previously will be redirected to the form you select in the dropdown.

  6. Select the form you would like to re-direct to from the dropdown

  7. Click "Update Links"

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