Sharing and Embedding Templates

Get started by duplicating a Template from the Marketplace or start from scratch by hitting the + icon in your purple left-hand navigation bar.

The Share icon in the top right corner allows you to share the link directly with customers or utilize the embed link to add this directly to your website.

Every user in the organization will have their user id in the link when they copy/paste the Share Link. This will help you organize the owner of each customer record.

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