Custom Cases
Last updated
Was this helpful?
Last updated
Was this helpful?
White Swan's custom cases works much like your reusable pages, but are unique for each case, and offers a tailored approach to referring clients. Here's a closer look at how custom cases function and the flexibility they bring:
Initiation: Custom cases can be started in multiple ways. Whether you prefer to start them manually via the dashboard or automate the process through our or , the choice is yours (both of the actions 'Starting a new request' and 'Submitting a complete request' will create a new custom case).
Customization: Just like our standard pages, custom cases come with a wide array of to ensure the experience aligns with your brand and client's expectations. Custom cases initiated through the 'Start a New Request' with Zapier or our API allows for further customization by allowing you to pre-answer questions in the plan request which will be skipped by users in those custom cases.
Filling Out: The flexibility of custom cases extends to who fills them out. Whether it's a member of your team or the client themselves, the process remains seamless. Sharing a link to the custom case with your client is straightforward, ensuring they can access and complete it with ease.