Tasks can feature a “go-to” link that guides a partner to visit an external website to complete the task.
Configuring Go-To Links
When setting up a task with a go-to link, be sure to provide a clear Task Name and Task Description that makes it clear that your partners will be exiting to an external resource and note the expectations for what needs completed.
Integrating a “go-to” link still allows any other task component, like form fields. With a Go-To Link in place, a partner will click Continue at the end of the task page to advance to the external portion of what needs completed.
To get started adding a Go To Link, select the option while creating or editing a Task.
Add the desired link to send your partners to for completing the task. (If leveraging the embed option, please ensure that it is tested for confirmation prior to assigning to your Partners. Many sites restrict the ability to embed via iFrame. If looking for this option, look for a URL associated with embedding.)
Once you’ve completed any other Task settings, click Save & Publish.
Partner Experience
As partners progress through your task featuring a Go To Link, they will end with the option to click Continue.
Partners will be sent to a notification page featuring additional guidance and a notice that they are about to exit PartnerHQ.
After a Partner clicks through the Visit External Website and completes the desired actions, they will return to confirmation request to validate that the action has been completed.
