How to Create Redirect Links

Redirect links let your agency maintain control over URLs shared in messages and client-facing resources, improving credibility and enabling link management without resending communications.

Redirect links let your agency maintain control over URLs shared in messages and client-facing resources, improving credibility and enabling link management without resending communications.

Overview

  • What it is: Portal URLs that automatically redirect visitors to a desired third-party website, managed through your official agency domain
  • Why it matters: Redirect links improve message credibility, minimize spam filtering, and give you the ability to update or disable links after they have been sent
  • Who uses it: Agency administrators and staff who send messages containing external links
  • Expected outcomes: External links in messages use your official domain, can be updated or disabled at any time, and provide tracking for each unique link

Prerequisites

  • You must have at least one configured Web Portal (see How to Create Web Portals)
  • A role with permissions to manage portals and redirects
  • The external URL you want to redirect visitors to

How-To Steps

Step 1: Manually Create a Redirect Link

  1. Go to Admin > Portals
  2. Click the Redirects tab
  3. Fill in the Create Redirect form with the redirect URL and a name
  4. Click Add

Step 2: Customize the Redirect Link

  1. Click any redirect link in the results table to open the edit form
  2. Configure the following fields:
    • Redirect URL: The link you want visitors to be redirected to
    • Name: An internal name for the redirect link
    • Portal: The portal you want to use for the redirect link
  3. Click Save to apply your changes

Edit Redirect Link Form

Step 3: Test the Redirect Link

  1. Click Public Link to open the redirect URL in a new tab
  2. Verify that you are automatically redirected to the correct destination

Step 4: Set Up Automatic Redirect Links (Optional)

If you want all external links in messages to be automatically replaced with redirect links:

Automatically Replace Links General Setting

  1. Go to Admin > Settings
  2. Search for the Automatically Replace Links setting and enable it
  3. Click Save to apply your change

Once enabled, any external links included in outbound messages will be automatically replaced with a redirect link using your default web portal. Each link in a message is replaced with a unique redirect link for tracking purposes.

What to Expect

After creating a redirect link, visitors who click the link will be automatically redirected to the destination URL. If you enabled the Automatically Replace Links setting, every external link in your outbound messages will be replaced with a branded redirect link. Changes to a redirect URL take effect immediately. Trashing or archiving a redirect link disables visitor access to that link.

Best Practices

  • Use redirect links for any temporary URLs (such as virtual meeting links) so you can update the destination without resending messages
  • Enable Automatically Replace Links to ensure all outbound message links use your official domain
  • Give each redirect link a clear, descriptive internal name so your team can easily identify its purpose
  • Regularly review and archive redirect links that are no longer needed
  • Test redirect links before including them in messages to confirm they work correctly

Frequently Asked Questions

Q: Can I change the destination URL of a redirect link after sending it in a message? A: Yes. Edit the redirect link and update the Redirect URL field. Click Save and the change takes effect immediately for all future visitors.

Q: How do I disable a redirect link? A: Trash or archive the redirect link. Visitors who click the link will no longer be redirected to the destination.

Q: Is there a limit to how many redirect links I can create? A: No. You can create as many redirect links as your agency needs. Each link in a message is replaced with a unique redirect for tracking purposes.

Q: Do I need a separate redirect link for each message? A: No. You can reuse the same redirect link across multiple messages. However, if Automatically Replace Links is enabled, the system creates a unique redirect per link per message automatically.

Troubleshooting

Issue: Redirect link is not working or returns an error Symptoms: Clicking the public link does not redirect to the expected destination, or a 404/error page appears. Solution:

  1. Open the redirect link in edit mode and verify the Redirect URL is correct and includes https://
  2. Confirm the redirect link is not trashed or archived
  3. Verify the associated Portal is active and properly configured
  4. Test the destination URL directly in a browser to confirm it is accessible

Issue: Automatic link replacement is not working in messages Symptoms: External links in outbound messages are not being replaced with redirect links. Solution:

  1. Go to Admin > Settings and confirm the Automatically Replace Links setting is enabled
  2. Verify that a default web portal is configured for your agency
  3. Send a test message with an external link from the Dashboard and check if the link is replaced
  4. If the issue persists, contact support by clicking the ticket button in the bottom right corner of the screen

Related Articles

Redirect links let your agency maintain control over URLs shared in messages and client-facing resources, improving credibility and enabling link management without resending communications.

### Overview

- **What it is:** Portal URLs that automatically redirect visitors to a desired third-party website, managed through your official agency domain
- **Why it matters:** Redirect links improve message credibility, minimize spam filtering, and give you the ability to update or disable links after they have been sent
- **Who uses it:** Agency administrators and staff who send messages containing external links
- **Expected outcomes:** External links in messages use your official domain, can be updated or disabled at any time, and provide tracking for each unique link

### Prerequisites

- You must have at least one configured [Web Portal](https://app.ecourtdate.com/portals) (see [How to Create Web Portals](/how-to-create-web-portals))
- A role with permissions to manage portals and redirects
- The external URL you want to redirect visitors to

### How-To Steps

#### Step 1: Manually Create a Redirect Link

1. Go to **Admin** > **Portals**
2. Click the **Redirects** tab
3. Fill in the **Create Redirect** form with the redirect URL and a name
4. Click **Add**

#### Step 2: Customize the Redirect Link

1. Click any redirect link in the results table to open the edit form
2. Configure the following fields:
   - **Redirect URL:** The link you want visitors to be redirected to
   - **Name:** An internal name for the redirect link
   - **Portal:** The portal you want to use for the redirect link
3. Click **Save** to apply your changes

![Edit Redirect Link Form](https://ecdassets.s3.amazonaws.com/images/articles/redirects-edit-redirect-form.png)

#### Step 3: Test the Redirect Link

1. Click **Public Link** to open the redirect URL in a new tab
2. Verify that you are automatically redirected to the correct destination

#### Step 4: Set Up Automatic Redirect Links (Optional)

If you want all external links in messages to be automatically replaced with redirect links:

![Automatically Replace Links General Setting](https://ecdassets.s3.amazonaws.com/images/articles/redirects-auto-replace-links.png)

1. Go to **Admin** > **Settings**
2. Search for the **Automatically Replace Links** setting and enable it
3. Click **Save** to apply your change

Once enabled, any external links included in outbound messages will be automatically replaced with a redirect link using your default web portal. Each link in a message is replaced with a unique redirect link for tracking purposes.

### What to Expect

After creating a redirect link, visitors who click the link will be automatically redirected to the destination URL. If you enabled the **Automatically Replace Links** setting, every external link in your outbound messages will be replaced with a branded redirect link. Changes to a redirect URL take effect immediately. Trashing or archiving a redirect link disables visitor access to that link.

### Best Practices

- Use redirect links for any temporary URLs (such as virtual meeting links) so you can update the destination without resending messages
- Enable **Automatically Replace Links** to ensure all outbound message links use your official domain
- Give each redirect link a clear, descriptive internal name so your team can easily identify its purpose
- Regularly review and archive redirect links that are no longer needed
- Test redirect links before including them in messages to confirm they work correctly

### Frequently Asked Questions

**Q: Can I change the destination URL of a redirect link after sending it in a message?**
A: Yes. Edit the redirect link and update the **Redirect URL** field. Click **Save** and the change takes effect immediately for all future visitors.

**Q: How do I disable a redirect link?**
A: Trash or archive the redirect link. Visitors who click the link will no longer be redirected to the destination.

**Q: Is there a limit to how many redirect links I can create?**
A: No. You can create as many redirect links as your agency needs. Each link in a message is replaced with a unique redirect for tracking purposes.

**Q: Do I need a separate redirect link for each message?**
A: No. You can reuse the same redirect link across multiple messages. However, if **Automatically Replace Links** is enabled, the system creates a unique redirect per link per message automatically.

### Troubleshooting

**Issue:** Redirect link is not working or returns an error
**Symptoms:** Clicking the public link does not redirect to the expected destination, or a 404/error page appears.
**Solution:**

1. Open the redirect link in edit mode and verify the **Redirect URL** is correct and includes `https://`
2. Confirm the redirect link is not trashed or archived
3. Verify the associated **Portal** is active and properly configured
4. Test the destination URL directly in a browser to confirm it is accessible

**Issue:** Automatic link replacement is not working in messages
**Symptoms:** External links in outbound messages are not being replaced with redirect links.
**Solution:**

1. Go to **Admin** > **Settings** and confirm the **Automatically Replace Links** setting is enabled
2. Verify that a default web portal is configured for your agency
3. Send a test message with an external link from the **Dashboard** and check if the link is replaced
4. If the issue persists, contact support by clicking the ticket button in the bottom right corner of the screen

### Related Articles

- [How to Create Web Portals](/how-to-create-web-portals)
- [How to Send a One-off Message](/how-to-send-a-one-off-message)
- [How to Send a Mass Message using Bulk Actions](/how-to-send-a-mass-message-using-bulk-actions)
- [How to Use Merge Tags](/how-to-use-merge-tags)
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