Getting Started

There are three ways to implement Hosted Flow:

1. Create a generic link (No code)
   • Construct one link that autogenerates a new inquiry each time it is loaded
   • This link contains an inquiry template ID
   • Best for: Sharing with small groups, simple use cases
   • Warning: Users who load the link multiple times will create duplicate inquiries
2. Create unique links manually (No code)
   • Manually create a unique inquiry link for each user using the Persona dashboard
   • These links each contain a unique inquiry ID
   • Best for: Testing, very low volume (less than ~10 inquiries/month)
3. Create unique links via API (Some code required)
   • Programmatically create a unique inquiry link for each user
   • These links each contain a unique inquiry ID
   • Best for: High volume and/or personalized experiences
   • Recommended for production use

Note that you can get started with a no-code approach, and migrate to the more scalable code-based approach later.

Quickstarts

Choose the guide that best fits your needs:

• Quickstart: No-code Hosted Flow. See the following sections:
  • “Generate unique Hosted Flow Inquiry links via the Dashboard” - how to create links manually
  • “Copy the generic Hosted Flow Inquiry link from the Dashboard” - how to create a generic link
• Quickstart: Unique Hosted Flow links via API - how to create unique links via API

Quick reference

Directing users to a flow

To start a hosted flow, link a user to https://<your subdomain>.withpersona.com/verify on Persona with the appropriate query string parameters.

By default, your subdomain is inquiry, so your inquiry link domain is inquiry.withpersona.com. You can customize your subdomain.

Parameters

To include parameters in your hosted flow link, add them to the end of the URL after a trailing ?.

Example links

”Generic” link (using inquiry template ID)

https://inquiry.withpersona.com/verify?inquiry-template-id=itmpl_XXXXXXXXXXXXX.

• Fill in your inquiry template ID. It should start with itmpl_.
• Note that this approach uses client-side inquiry creation. Users who load the link multiple times will create duplicate inquiries.

Unique link (using inquiry ID)

https://inquiry.withpersona.com/verify?inquiry-id=inq_XXXXXXXXXXXXX

• This is the link used for inquiries that you pre-create via API or create manually.
• Fill in a real inquiry ID. It should start with inq_.

Unique link that uses parameters

https://inquiry.withpersona.com/verify?inquiry-id=itmpl_XXXXXXXXXXXXX&environment-id=env_XXXXXXXXXXXXX&reference-id=user_id1&language=ja&fields[name-first]=Jane

• environment-id: ID of a Persona environment. Should start with env_. Learn about Sandbox and Production environments.
• reference-id: A string that uniquely identifies the end user who is completing this inquiry. Learn about reference IDs.
• language: The language the inquiry should use. Learn about supported languages.
• fields[name-first]: The first name of the end user who is completing this inquiry. Learn about prefilling fields.

Link used to resume an existing inquiry

https://inquiry.withpersona.com/verify?inquiry-id=inq_XXXXXXXXXXXXX&session-token=123456&redirect-uri=https://withpersona.com/done

• Learn about resuming inquiries.

Testing

To quickly test a hosted flow in Sandbox, create a “generic” hosted flow link, and pass the environment-id of your Sandbox environment as a parameter.

Learn about Sandbox and Production environments.