Overview
The Portal Registration page is where you can point people to learn about your referral program and join.
Each Ambassador account includes a single Portal Registration page that is hosted by Ambassador, with an enrollment form and program description.
Tip: If you have more than one referral program, in most scenarios, you will need to select one program that uses the Portal Registration for enrollment and select an alternative enrollment method for the others. Our recommendation is to use the Portal Registration for programs like an Affiliate or Partner program where you might want to gate the registration or collect more details than a simple name, email, company, and phone. The RAF module is a great choice for customer and loyalty programs.
Alternative enrollment methods are:
Refer-A-Friend (RAF) module - You can add as many of these to your website or app as needed. If the program is closed, simply ask your team to make it private / prevent it from being indexed so that someone can only find it if they have been given the link.
Custom Enrollment Form & API - You can create a form of your own and use our API:ambassador/get to enroll and create share links.
Manually via CSV Import or Add Contact button in your Admin platform.
Gate the Portal Registration
This is setup if you need to approve users who signup through the Portal Registration before they can gain access to the program and get a referral link/code.
The user will see a thank you message and their information will be emailed to a designated contact on your team, who will then need to take action to approve.
Here is what you will need to determine and provide us with to set it up:
Contact Record: When someone signs up at the Portal, which of these should occur?
Prospect: A contact record is created in your account in prospect status. If approved, someone from your team will need to login to Ambassador to update the contact status to enrolled, add them to a campaign segment, and send a welcome email.
Custom: A contact record is not created in Ambassador. If approved, someone from your team will need to login to Ambassador to manually add the contact with an Enrolled status, add them to a campaign segment, and send a welcome email.
Email Address - The email address for a person who should receive a notification when someone signs up at the Portal Registration and needs to be approved.
Notification Frequency - How often should the signup notifications be sent?
Immediate (for each signup)
Daily, Weekly, or Monthly summary
Thank you Message - When someone submits the form, what message would you like them to see on the screen?
Steps to Customize the Portal Registration page
Step 1: Navigate to the registration settings
In the navigation menu on the left, click Portal > then, Registration. You’ll end up on this page - https://admin2.getambassador.com/app/portal/registration.
Step 2: Header Image
At the top of the Registration page, upload your header image with the following specs: 600px x 320px, max 10MB
Step 3: Background Color
Customize the color of the registration page background.
Step 4: Button Design
Customize the button text, button color, and button text color that appears on the bottom of the form.
Step 5: Program Description
Populate the Program Description field with a clear and concise overview of the program that educates and entices them to participate. As a best practice, we recommend including reward information/schedule, and any other details they should expect.
Use the editing bar or upload your own HTML to customize.
To customize the color of the font, click on liquid/tear drop icon > click Text or Background. You can either select a color shown or enter your custom color code by clicking on the swatch next to the paint palette icon and toggle between RGB, HSL or HEX.
Step 6: Form Intro
Use the editing toolbar or upload your own HTML to add a headline and description that will appear top of the form. Keep it short and sweet!
Step 7: Form Fields
Make the following customizations to the registration form:
Check the left-hand boxes for each field to enable them in the form.
To make a field required, check the box on the right-hand side of the field.
To reorder, drag and drop the fields.
To change the field label, click in the field and update the text.
To enable any custom fields, enable in your account settings first and then refresh and they will appear in the form to select.
Step 8: Confirmation Checkbox
Each user will need to select a confirmation checkbox when submitting the form that includes a message about accepting Terms & Conditions and a Privacy Policy.
You should customize the following:
Message - Customize the message that is shown.
Terms & Conditions - Update the link to your company and/or program Terms & Conditions. By default this is linked to Ambassador's.
Privacy Policy - You can either update the link to your company's own privacy policy or remove it from the message. By default this is linked to Ambassador's.
Step 9: Registration Page Message
Enter a message that you would like the user to see displayed on the page upon submitting the registration form.
Step 10: Settings
In this section you will find additional settings for your registration form. Read each carefully to see if they apply and how you should update them.
Redirect registration page to login = Select this if you would like to disable the registration page and redirect a user to the login screen.
Add "Loyalty Participant" flag to new contacts created from this form = Select this if you have Loyalty enabled and would like to add the Loyalty participant flag added to their record upon creation.
Add Segment = Select the segment that the contact should be added to upon enrollment. Note: If they should have a referral link generated, you must select the specific campaign segment. ]
Trigger commissions for the following segments = Select this if you have a referral program where a referrer's share link directs someone to enroll at this registration form and should create a commission event for the referrer.
Note: A common use-case for this is if you would like to track when an employee refers a customer to enroll in your customer referral program. It will create a commission event that can either be monetary or non-monetary for reporting purposes. Doing so will create the referral connection, and allow you to track all referrals made by that customer - back to the employee too!
Step 11: (Optional) Header Scripts
Use this field to add your own JavaScript to make customizations or for third-party web analytics.
Step 12. Save
You're all done! Click Save and then review and test. Make any changes as needed.