A SmartLink is a way of getting your clients into Money Alive using a signable URL. A smart link can be generated for each of your clients and data passed via the URL. Once the client visits their URL, they will be automatically registered and signed into Money Alive automatically.
Smart links can be used as an onboarding process for workflows. This can be done via the workflow designer.
Click the + on the onboarding section of the workflow designer
Select "SmartLink" from the list
In the window that pops up, turn on the smart link feature.
You will then be given smart link details.
You will need the "Shared secret" and the "Workflow App ID" in order to generate smart links.
Accessing the token login
Clients will visit the following URL along with some parameters being passed along. These are used to register the client if they are not already and then log them into Money Alive.
https://moneyalive.io/signable/token/login
Parameters
Parameter | Description | Required |
token | Generated token using the "Shared Secret" | yes |
appId | The Workflow App ID | yes |
firstName | Clients first name | yes |
surname | Clients surname | yes |
username | Clients email address | yes |
phone | Clients phone number | no |
Generating the token
The token is generated by using the "Shared Secret" that was provided in the steps above. This can be done by using the cryptographic hash function SHA1 with the "Shared Secret" plus the parameters that are being passed.
β
sha1(SHARED_SECRET + QUERY_STRING)
The QUERY_STRING would be as follows:
β
appId=83&firstName=Dale&surname=Mooney&[email protected]
Then we would use the hash function to combine that string along with our "Shared Secret" to generate our token.
sha1({SHARED_SECRET}appId=83&firstName=Dale&surname=Mooney&[email protected])
NOTE: REPLACE {SHARED_SECRET} WITH YOUR SHARED SECRET
This would produce a token like so
β
5439af60c2842fab56f5ba7b990ae88918679d4c
We then pass that along to the URL along with the other parameters.
https://moneyalive.io/signable/token/login?appId=83&firstName=Dale&surname=Mooney&[email protected]&token=5439af60c2842fab56f5ba7b990ae88918679d4c
This URL can then be sent to a client, who once clicked will register them and log them in automatically.