Collect information from a customer using a journey

You can share a journey with a customer or prospect so they can complete it themselves. This saves staff time, gives customers convenience, and ensures fact-find information is captured correctly first time.

• Can be embedded in your website as an iFrame - wrap your own brand around it
• Can act as a standalone page via a redirect or a direct link sent by email
• The standalone page is mobile and tablet friendly

Prerequisites

• A journey collects additional information against an existing lead - a lead must exist before sharing a journey
• Journeys are created the same way whether for staff or customer use - access via Settings > Journeys
• Access requires the Administration permission: Enable user to manage forms and journeys
• Design the journey to be clear and concise, and ensure it is connected to the correct lead group
• Use headings, horizontal lines, and page breaks to split up long journeys
• Journeys must be completed in full - they cannot be partially saved or resumed

Email a Journey URL to Your Customer

Add a journey URL to an email template as a template variable. When the email is sent, FLG creates a unique session linking the journey to a specific lead. The URL expires once the journey is submitted.

Add a Journey URL to an Email Template

1. Go to Settings > Templates - open an existing template or click Add New Template and select the lead group
2. Click Insert template variable above the email subject
3. Expand the Journey links section - look for descriptions starting with "Link for..." and variables prefixed with JURL
4. Place your cursor in the subject or body where you want the URL to appear
5. Click the journey name to insert the variable - it will appear wrapped in { } tags
6. When the email is sent, the variable is replaced with the actual journey URL for that lead

Hide the URL Behind a Link (Recommended)

1. Type the link text, e.g. Add more information here
2. Insert the journey URL variable into the email body
3. Select the text you want to turn into a link, e.g. here
4. Carefully copy the journey variable - only copy from the opening { to the closing }, e.g. {JURL_MORTGAGE_FACT_FIND} - no extra spaces or characters
5. Click the link button in the template editor toolbar (start of the third group, second row)
6. On the Link Info tab, select <other> from the Protocol dropdown - leave Link Type as URL
7. Paste the variable exactly into the URL box, then click OK

Show a Journey as an iFrame or in Your Website Flow

This is an advanced option requiring input from whoever manages your website. See the Journey session API documentation for full details.

Your website posts a request to FLG; FLG returns a public URL which you load for the customer.

The request must include:

• Resource URL - identifies your FLG domain
• Authorization - grants access to your journeys
• Lead ID - links the session to a specific lead
• Journey ID - identifies which journey to show
• Public flag - confirms the session should be publicly accessible

FLG responds with a publicURL - load this on your website so the customer can access and submit the journey.

How to Retrieve Your Domain (Resource URL)

Your domain is the subdomain used to access FLG: https://<your domain>.flg360.co.uk

For example, if you access FLG at https://demo.flg360.co.uk, your domain is demo.

How to Generate an Access Key (Authorization)

1. Go to Settings > Configuration > Access Keys
2. Click Add New Access Key
3. Add a description to identify the key
4. Check the permission Allow access to Journeys - no other permissions needed
5. Click Continue

How to Retrieve Your Lead ID

The lead ID is typically returned in an earlier API response, such as when a customer submits a lead via the create lead API. See the API documentation for more information.

How to Retrieve Your Journey ID

1. Go to Settings > Journeys
2. Click the required journey
3. Click the Options icon (three dots) in the top right of the journey editor
4. Select Properties
5. Copy the Journey ID
6. Click Cancel to close