When you share a form or a portal with your client, you're essentially sending them a link to a web page. Web pages have metadata that can be used to customize how the page will appear in the browser and on social media. Customizing your metadata ensures a fully branded experience for your clients!
To access these settings, click on the gear icon in the top navigation bar and go to Domain names.
1. Page Title
The page title appears at the top of the browser and in social media link previews. This could be your company name to keep things simple.
2. Description
Certain social sites generate a preview when you share a link. This description will appear in that preview. Keep it general to your business as a whole instead of referencing one specific service or page. Make it short!
3. Preview Image
The preview image will appear along with the description on certain social sites. This image should be:
1200 x 630 pixels
JPG format
under 5 MB (the smaller the better!)
4. Favicon
The favicon appears next to the page title at the top of the browser. This image should be:
a variation of your logo that fits in a square
16 x 16 pixels
JPG or PNG format
Here's an example of a browser tab with the custom page title and favicon:
👋 Here's a tip... use a PNG with a transparent background for your favicon to make it compatible with both light and dark browser themes.
Here's an example of a social media link preview with the preview image, page title, and description all customized:
