How can I share a form without displaying my logo?
Use a white-labeled Lookbook to share forms under a partner agent's branding instead of your own.
If you'd like to share a form without displaying your logo, the best approach is to embed the form inside a white-labeled Lookbook.
Step 1: Create a New Lookbook & Enable White Labeling
- Start by creating a new Lookbook that will be used to share your form.
- On the General Info tab, enable White Labeling and select the partner agent whose branding you'd like to display instead of your own.
- Note: White Labeling is available as an add-on feature.
- Note: White Labeling is available as an add-on feature.
Step 2: Add the Form Using the Form Element
- Within the Lookbook Builder, add a Form element from the Element Library and select the form you'd like to display.
- The form will be embedded directly within the Lookbook, creating a seamless experience for your clients.
Step 3: Hide the Cover Page
- To create a cleaner experience, hide the Lookbook's cover page so clients are taken directly to the form when they open the link.
- To do this, hover over the Cover Page in the Table of Contents and click the eye icon to hide it.
Step 4: Save as a Template (Optional)
If you plan to use this setup frequently, consider saving the Lookbook as a template.
This allows you to quickly create future white-labeled forms without rebuilding the Lookbook each time.
