Install and test a Click Router link

Copy the router's generated URL template, personalize it for the prospect, and check the final link before using it in a campaign. This is a link-based flow; it does not require the Form Router website script.

Before you start, complete the Click Router's identity mapping, fallback, event type, and publication. See Click routing.

The screenshot is a local test-workspace example. Copy your own production router's template, including its generated host and identifier.

Add the link to a campaign

1

Copy the platform template

Open the router's three-dot menu → Install router. Choose HubSpot, Outreach, Klenty, Apollo, Pardot, or Mailchimp.

Copy the URL template for a button's destination, or the HTML example for an email editor that accepts HTML. Use the instructions for the selected platform; their personalization syntax differs.

2

Check identity and URL encoding

The completed link needs email and name. An unresolved merge tag, missing name, or malformed email prevents the intended booking flow.

For example, the HubSpot template uses email={{contact.email}} and name={{contact.firstname}}. Verify the actual values produced by your email platform and its handling of empty contact properties.

URL-encode literal query values when building a link in your own application. A plus sign in an email should be encoded as %2B; spaces and ampersands in names also need encoding. Optional campaign values do not replace the required identity fields.

3

Test a rendered link

Preview the personalized content for a controlled test contact. Inspect the rendered destination, then open that link and confirm the prospect identity and expected scheduler.

Check both an existing CRM owner and a prospect who should use fallback. Verify available times, meeting details, and any configured confirmation redirect. Real link tests can create routing activity; completing a booking can trigger calendar and CRM actions. Use designated test details.

4

Use the verified link

Place the verified template in the campaign or application. When the router changes, save and Publish the new version, then recheck a representative link. Keep track of any deliberately pinned version. See Router versions.

Identity mapping and email aliases

Link clicked maps URL identity into the CRM fields used for matching. Strip email suffixes converts an address such as [e-mail] to [e-mail] before matching. It does not clean or remove campaign tracking parameters.

For an anonymous website visitor whose email and name are not yet known, use a Form Router to collect their details first.

Common link problems

Problem	Next check
The Install option is unavailable	Map both required CRM fields and save.
The link contains braces or merge-tag text	Check the selected platform and inspect a real personalized preview.
A prospect's name is empty	Provide the platform's appropriate name property or fallback value.
A plus-address or name is malformed	Check query-value encoding and the email-normalization setting.
A campaign still uses old behavior	Check the active router version and any version pin.
The link opens but has no slots	Review host eligibility and calendars; use Click Routing troubleshooting.