This guide explains how to create and manage static links - reusable invitation links that don't require pre-creating clients.
Overview
Static links are reusable invitation URLs that allow you to:
- Create one link that can be used by multiple clients
- Automatically create client records when someone uses the link
- Share links publicly (on your website, in emails, etc.)
- Track usage and manage all clients created from a static link
Plan Requirements
Static links require Premium or Agency plan.
Accessing Static Links
Navigate to Dashboard → Static Links from the main navigation menu.
Creating a Static Link
Basic Setup
- Go to the Static Links page
- Click "Create Static Link" button
- Fill out the static link form:
Link Settings:
- Name: Internal name to identify this static link
- Slug: URL-friendly identifier (auto-generated or custom)
- Language: Default language for clients (English, Spanish, or Dutch)
Requested Accounts:
- Select the platforms you want access to (Google, Meta, etc.)
- For each platform, choose specific services
- Set access levels for each service
- Select which of your linked accounts to use
Additional Options:
- Include Intake Form: Require clients to fill out intake form
- Send Email: Automatically send confirmation email when used
- Thank You Message: Custom message shown after completion
- Redirect URL: URL to redirect clients to after completion
- Click "Create"
Static Link URL
After creation, your static link URL will be:
https://agencyaccess.co/s/your-slugOr with a custom subdomain:
https://yourbrand.agencyaccess.co/s/your-slugHow Static Links Work
When a client uses a static link:
- Client clicks the static link URL
- Client sees your branded invitation page
- Client enters their information (name, email, company)
- A new client record is automatically created
- Client grants access to requested accounts
- Client fills out intake form (if enabled)
- Client sees thank you message and is redirected (if configured)
- You receive notification (if enabled)
Key Differences from Regular Links:
- No need to create client beforehand
- Same link can be used multiple times
- Each use creates a new client and access link
- Clients provide their own information
Managing Static Links
Viewing Static Links
The Static Links page shows:
- Link name
- URL/slug
- Number of times used
- Creation date
- Quick actions
Editing a Static Link
- Find the static link in the list
- Click Edit icon
- Modify settings as needed:
- Update requested accounts
- Change intake form settings
- Update thank you message
- Change redirect URL
- Click "Save Changes"
Note: Changes apply to future uses only. Existing clients created from the link are not affected.
Viewing Usage
Each static link tracks:
- Uses: Total number of times the link has been used
- Clients: List of all clients created from this link
Click on a static link to see all clients created from it.
Deleting a Static Link
- Find the static link
- Click Delete icon
- Confirm deletion
Warning: Deleting a static link:
- Makes the URL inactive (returns 404)
- Does NOT delete clients created from it
- Does NOT delete access links created from it
Use Cases
Website Integration
Add a static link to your website for prospects to grant access:
<a href="https://agencyaccess.co/s/your-link">
Grant Account Access
</a>Email Campaigns
Include static links in email templates:
- Onboarding emails
- Sales proposals
- Client outreach
Social Media
Share static links on social media for lead generation.
QR Codes
Generate QR codes linking to your static link for:
- Business cards
- Presentations
- Marketing materials
Static Links vs Regular Links
Metadata from Static Links
When a client is created from a static link, metadata is automatically captured:
- Reference to the source static link (
staticLinkRef) - Client-provided information
You can access this in the API via the staticLinkRef field on access links.
Best Practices
- Descriptive Names: Use clear internal names to identify static links
- Custom Slugs: Use memorable, branded slugs for sharing
- Minimal Requests: Only request essential account access
- Clear Messaging: Use thank you messages to guide next steps
- Track Usage: Monitor which static links get the most use
- Redirect Strategy: Set up redirects to guide client journey
Troubleshooting
Static Link Returns 404
Issue: Link URL doesn't work
Solutions:
- Verify the slug is correct
- Check the static link hasn't been deleted
- Ensure you're using the correct domain
Client Not Created
Issue: Client used link but doesn't appear
Solutions:
- Check client completed all required steps
- Verify intake form was submitted (if required)
- Check for duplicate email (existing client)
Access Not Granted
Issue: Client used link but access shows pending
Solutions:
- Client may have only completed part of the flow
- Check for OAuth errors during grant process
- Send follow-up to client to complete
Next Steps
After setting up static links:
- Add to your website or marketing materials
- Track usage to measure effectiveness
- Review clients created from static links
- Set up Zapier automations for new clients
For more information, see:
