Set SEO and sharing metadata for a workflow link

Step-by-step instructions for setting the meta title, description, share photo, and alt text on a workflow under SEO and Sharing Settings, so your branding appears whenever the link is shared or found in search.

SEO and sharing metadata is the title, description, and image that appear when someone shares your workflow link — in a text message, on social media, or in a search result. Setting your own metadata keeps your branding consistent everywhere your link travels, and it also helps with SEO. You set this per workflow.

What metadata is

When you send or post a link, a preview usually appears with a title, a short description, and an image. That preview is built from the link's metadata. By default it may not reflect your brand, so setting it yourself ensures your workflow links look on brand wherever they are shared.

Where to go

• Workflows (in your clinic settings)

Open a workflow's SEO settings

1. 01

   Go to Workflows in your clinic settings.
2. 02

   Find the workflow you want to edit and click the gear icon on the right.
3. 03

   Select Settings.
4. 04

   Scroll down to the SEO and Sharing Settings section.

Set your metadata

1. 01

   Enter your Meta Title. A common format is your business name, a vertical bar separator, and a short tagline, such as "Your Clinic | Number one telehealth in USA."
2. 02

   Enter a Description of 120 characters or less.
3. 03

   Upload a share photo. A 16:9 aspect ratio (16 wide by 9 tall) works best. You can replace or remove this image later.
4. 04

   Add share photo alt text describing the image, for example "Blue vial on a desktop with a blue matte background, product shot." Alt text describes the picture for people who cannot see it, such as those using a screen reader.
5. 05

   Save your changes.

Confirm it worked

1. 01

   In Workflows, click the links icon and grab the link you want, such as the all-products link.
2. 02

   Paste that link into a text message, a social post, or a link preview tool.
3. 03

   Confirm your custom title, description, and image appear in the preview.