In this article, you'll learn about what the Ambassador Portal is and walkthrough the key features available for your Referral program.

Upon enrollment, your program participants can receive a login to access their personal Portal account for the program, which is a mobile-friendly web application where they can:

The Portal is hosted by Ambassador, but white-labeled with your company branding, customizations, and a custom url with your companies domain.

Read all about the customizations you can make in this collection of support articles.

There are a few ways that you can give your program participants with access to the Portal:

Here is an example of the Portal login page. Learn how to customize it here.

Once the participant logs in, they will have either Light or Dark Mode, based on your customizations in the Campaign or global Portal settings.

In the top-right corner of the Portal, there is a My Account drop-down where the user can access their Profile settings, Logout, and click to access external links that you may added, such as a products page, help center, or support email.

In the My Profile section, the Portal user can customize their profile details, notifications, and deactivate their account if they wish.

They can also access this from the Profile tab in the left-hand navigation menu.

The main navigation menu consists of the following tabs, which you can customize the name of and show/hide those that are applicable. You can also add custom tabs to iframe in content from your website.

The Dashboard tab contains several important elements for your participants, including the following. Click here to learn about the specific Dashboard tab customizations available.

This is their unique campaign referral link.

If enabled in the campaign settings by you, they can click the pencil icon to customize the landing page where their campaign link points.
​
(PS: They can click on the "Share Links" tab to access more share link options.)

The name of the referral campaign they're in. If they are in more than one campaign, they can toggle between campaigns.

These boxes will contain variations of points or value of rewards they've earned that are pending, unpaid, available, redeemed or expired. Each will vary based on your customizations.

Each metric has an information icon (i), when clicked, will display it's description.

You can view each metric available, it's description, and how to customize it here.

By default, the Referral module is enabled for participants to access/copy their share link or personal QR Code - or use the integrated social sites, email, other mobile apps to share from on their device.

Learn how to customize it or hide it here.

Here is a desktop browser example of the referral module.

Here is a mobile browser example of the referral module, including the QR Code and share button that opens up sharing apps on their phone.

This is a snapshot of their activity events. Detailed activity details can be found in the Activity tab.

The Stats tab includes the same points/reward metric boxes found at the top from the Dashboard page, along with additional referral stats and a graph that they can update with a date-range of their choice.

Learn about available customizations for the Stats tab.

Enable one or more rewards in the Portal for participants to redeem their earned points or cash value.

Use Portal Rewards to give participants their choice of a reward with the added benefit of bringing them into the Portal to engage more with the program resources like their referral link or share module, program assets, and Loyalty features (if upgraded).

Learn more about the Portal Rewards Catalog here.

The Activity tab includes a detailed table of the participants activity.

Click here to learn more about the Activity table.

Upload assets to the Portal, such as images, banner ads, pdfs, videos, and more to provide your participants with guides, resources and marketing materials to promote your company and amplify your referral program.

You can upload global assets for all participants to access or campaign specific assets.

Click here for a detailed overview and instructions for the Assets tab.

This is a table with the participant's share link(s), where they can access more detailed information about each share link, such as the description, source, medium, clicks, referrals, earned rewards, campaign name, and referral code.

Within your Referral campaign settings, you can enable multiple share links for every enrolled ambassador, and add default details to the description, source, medium for each link.

Within your Share Links tab of the Admin, you can create multiple share links for individual ambassadors.

Coming soon, you will be able to enable your participants to create their own share links right from this tab in the Portal.

Click here to learn how to show/hide the Share Links tab.

You can setup custom tabs to appear in the Portal menu, to iframe pages from your website like a lead entry form, products page, resource page, and more.

Click here to learn more about Custom Tabs.

Here is an example of a custom tab for a products page.

Here is an example of a custom tab with a lead entry form.

Please note that we have more customizations and features planned for the Portal, so keep an eye on the Portal collection in our Help Center for new and updated content.

If you have any additional questions, please contact your assigned CSM or email support@getambassador.com.