Overview
Within your Portal, you can setup a custom tab in the Portal menu to iframe a page from your website or link to an external URL from the Profile drop-down in the top-right corner.
About Custom Tabs
Our most common use-case for a custom tab is to iframe a lead entry form from your website for participants to enter leads directly into.
Another example is to iframe a products or resource page from your website like this example below.
About Custom Profile Links
You can add a custom profile link to the "My Account" drop-down that links to an external page or contact email.
Note: Let our team know if you would like to enable a custom tab or profile link to the Portal. At this time it requires the assistance of our team to setup on the backend. We will be adding this functionality to the Admin platform soon.
Example Use Cases
Lead Entry = Iframe a lead form on your website for participants to easily enter in referred leads.
Resource Page or Support Center = iframe or link out to a page on your website that you have built out with resources or support documentation for the participants.
Product Page = iframe or link out to a special product(s) page on your website.
Contact/Support Email = add a "mailto" link with a contact/support email for participants to reach out to if they need help.
Lead Entry
Make it easy for your ambassadors to send you quality leads directly from their Portal account with a custom tab that iframes a lead form from your website.
How it works
Have your team setup a lead form with the below requirements. Then, provide us with the URL, a title for the tab, and whether it should be globally accessible or campaign specific. Our team will enable it on the backend for you.
Once enabled, a logged in participant can submit a lead directly into the form without requiring the lead to take action themselves. Upon submission, we’ll populate the URL parameter with the ambassadors shortcode (ie referral code) and your page should be setup to pull that shortcode from the URL and populate it in a hidden form field, then pass the lead details and shortcode through to your system just like you have setup for regular referral link leads.
Direct Entry Form/Page Requirements:
Hosted on an HTTPS page.
The iframed form must include a hidden form field to capture the ‘short_code’ value from the URL parameter “mbsy=“ and store the value with the information submitted through this form.
If your website domain is set to ‘SAMEORIGIN’, you will need to add an exception for your Ambassador Portal domain, otherwise we will not be allowed to load your form in our portal.
Note: SAMEORIGIN means that your site blocks the ability to load/iframe resources by other sites outside your domain.
Limit content and scrolling on the page to ensure the form is always in view and within the iframe to provide the best experience for your ambassadors.
If scrolling is required because your form exceeds the height of our portal window (750 pixels) then we recommend adding a div to your form to allow for scrolling when the height exceeds 750 pixels.
IMPORTANT NOTE: Some countries and states have laws that prevent people from sharing the personal data of others, so we recommend discussing the direct entry lead form with the applicable internal team members before proceeding.
Resource Page or Product Page
How it works
You setup or choose an existing page on your website that you would like to iframe into a custom tab in the Portal. You will provide us with the URL, a title for the tab, and if it should be globally accessible or campaign specific. Our team will enable it on the backend for you. Once enabled, your participants will log into the Portal, click on the tab and view and/or take action on the page.
Requirements:
Hosted on an HTTPS page
If your website domain is set to ‘SAMEORIGIN’, you will need to add an exception for your Ambassador Portal domain, otherwise we will not be allowed to load your form in our portal.
Note: SAMEORIGIN means that your site blocks the ability to load/iframe resources by other sites outside your domain.
Contact/Support Email
You can add a custom link to the My Profile drop-down menu that links to an external URL of your choice. For example:
Support / Resource Center
Link to a resource like a PDF
Link to a community channel
Mailto link with a contact/support email
If you would like to add this, submit the request to our team and provide the following:
Display Name for the Portal drop-down
Email or URL to link
If it is an email, we'll add "mailto:" on the beginning so they can click and email right away.
Should it be globally accessible or specific to any campaigns?