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How do I customize my portal share messaging?
How do I customize my portal share messaging?
Ambassador Team avatar
Written by Ambassador Team
Updated over a week ago

Overview

Within your portal, ambassadors have the ability to share their referral link via email or post directly to their social media profiles. Default share copy is provided, but we recommend rewriting the copy to include a more compelling call-to-action.
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Where will ambassadors see the portal share messaging?

Once logged in to the portal, ambassadors will see your copy within the share module. You can write customized copy for each channel. For more information about the Ambassador portal, check out this support article: What is the Ambassador portal?

How do I update my portal share messaging?

Follow these steps to replace the default copy with campaign-specific messaging. Please note, the ability to edit this share messaging is only available for those on Professional and Enterprise plans.
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Step 1: In the navigation menu on the left, click “Campaigns.”

Step 2: Once on this page, check the box next to your existing campaign and additional buttons will appear. Click the blue "Edit" button. 

Step 3: Next, click the "Portal" tab.

Step 4: You'll see several options on this page. Click "Edit" next to "Share Messaging."

Step 5: On this page, you’ll be able to edit share messaging for email (subject line and body copy) and social media sites such as Facebook, Twitter and LinkedIn. If these fields are left blank, the default text that will pull in is: "I'm a fan of [Company Name]. Check them out!" Please note, your ambassador’s referral link will automatically be added to the end of this share copy, no merge tags are required to pull in the link. 

If you want to limit the ability to share to a particular channel, there is a toggle button to the left of each channel. Toggling this button off will hide the channel from showing as an available option in the portal share module.

Step 4: When complete, click the "Save" button at the bottom of the page.


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​ Other support articles you may be interested in: 

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