The disclosure statement ordering page is available via a generic, parameterised URL.
Depending on your use case, you can utilise this link in a variety of ways:
Add behind a button in your system
Add as a link in your dashboard or news articles
Include in email campaigns
Add to your website
Share for direct use by individual users
Environments
There are two environments within Rello to be aware of when using the order link - demo (our public sandbox/testing environment) and live (the live environment for real transactions).
The link is available in each environment as:
Demo environment: https://demo.rellopay.co/sds
Live environment: https://app.rellopay.co/sds
Use the demo environment to test that you've constructed your parameterised link correctly (if doing so), then ensure you update the URL to reference the live environment when publishing your link.
Parameters
The following parameters are available for use, allowing you to enhance or personalise the CX of the order process. All parameters are technically optional in the URL, but if you are allocated a "source" tag then you must use it to enable any agreed tracking with Rello. Invalid parameters will be ignored and won't impact the order.
Agency details
These are for the contact person at the agency who the conveyancer may need to speak with. They be generic for the office, or the logged in user, or the selling agent related to the property - but must be valid per field type.
agencyName (any string)
agencyEmail (valid email)
agencyPhone (Australian phone only, landline including STD code, or mobile starting with 04, or any other 1800 / 1300 / 13- number, don't include the +61 for mobiles)
Example URL (using the demo environment as a base):
agencyName = Your Agency
agencyEmail = [email protected]
agencyPhone = 0712345678
All fields together:
Vendor details
These are for the primary vendor contact (just one person) who is selling the property, the conveyancer will need to speak with them to gather/validate information.
vendorName (any string)
agencyEmail (valid email)
agencyPhone (Australian phone only, landline including STD code, or mobile starting with 04, or any other 1800 / 1300 / 13- number, don't include the +61 for mobiles)
Example URL (using the demo environment as a base):
vendorName = John Smith
vendorEmail = [email protected]
vendorPhone = 0412345678
All fields together:
Source
This is a tag provided to you by Rello to track & report on orders sourced from your systems.
source (string provided by Rello)
Example URL (using the demo environment as a base):
source = CRMNAME
URL encoding tips
If you're constructing URLs for specific use cases, speak to your technical team or make sure you're aware of the types of characters you can insert to a URL.
Quick tips relevant to the fields used in the order page:
At the end of the base URL, add "?" before any parameters
Between each parameter/value pair, add "&"
Replace @ symbol with "%40"
Replace spaces with "%20"
If you're not seeing the fields in your parameters populated on the order page, check your encoding:
Is the parameter name correct?
Have you replaced the non-alphanumeric characters and spaces correctly?
Have you placed "?" and "&" correctly?
Try encoding one field at a time, make sure each displays before adding another
If you're still having issues, contact Rello's support team.