# Set Up a Microsite

For a quick microsite setup experience, we recommend that you use the auto setup feature. This guide will show you how.

1. From the left navigation menu, select ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-230534471fef5f40808e921e41ee44e4a06ded03%2Fe6cb9548999afdc1ed3ce4942e4cb5b45b5cecbd323267aac2a7cd1915fccc09.svg?alt=media) **\[Engage] → Content**.
2. On the *Microsite* card, select **Setup Content**.
   * If you have already added a microsite, select **Edit Content** instead.

     <div data-with-frame="true"><figure><img src="https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-ca1bf3be871a58280050a8385c59cab35dc6ddab%2Fedf39b7d174acc5ae981264fd65444af982489924cf1f06343b9e78bbba4313a.jpg?alt=media" alt=""><figcaption></figcaption></figure></div>
3. Use the template options available on the left navigation to get your microsite auto set up.

{% stepper %}
{% step %}

#### **Step 1:** **Link your microsite with your program**

This step is completed in the microsite editor.

1. From the left navigation menu, select ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-230534471fef5f40808e921e41ee44e4a06ded03%2Fe6cb9548999afdc1ed3ce4942e4cb5b45b5cecbd323267aac2a7cd1915fccc09.svg?alt=media) **\[Engage] → Content**.
2. On the *Microsites* card, select **Edit content**.
3. In the *Microsite* slideout, select **Base Layout**.
4. In the slideout, below *Current Layout*, select **Layers**.
5. Select the **Program Section** row, then close the slideout.
6. In the component menu at the right side of the page, use the drop-down list to select the program you want to be connected to this microsite.
7. Select **Save** in the top right corner of the page.
   {% endstep %}

{% step %}

#### **Step 2: Adjust your microsite registration form settings**

The registration form collects the name and email address of every participant who signs up through your microsite. You can change what information the form collects by modifying the registration form in the microsite editor.

{% hint style="info" %}
**Note:** If you used the auto setup to create the microsite, then a registration form was automatically created. You can skip this step unless you want to adjust the form fields.
{% endhint %}

1. From the left navigation menu, select ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-230534471fef5f40808e921e41ee44e4a06ded03%2Fe6cb9548999afdc1ed3ce4942e4cb5b45b5cecbd323267aac2a7cd1915fccc09.svg?alt=media) **\[Engage] → Content**.&#x20;
2. On the *Microsite* card, select **Edit content**.
3. Within the *Microsite* slideout, select the **Register** page below the *Logged Out Layout*.
4. Select ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-90673bb8db696bdefe7b207cfc07c46caf1d43f1%2Fce7a994978f06dd84cc6a31b890071502b4831990afd8fdd73f73c6d2e203660.png?alt=media) **\[Exit icon]** to minimize the *Microsites* tab.
5. From the component menu on the right side of the page, expand **Microsite Components**, then select one of the form components.
6. Add the component to the microsite page by selecting one of the **Add to** locations on the canvas.
   * Visit [Microsite Editor Explained](https://help.impact.com/brand/advocate-program/manage-advocate-participant-experiences/microsite-experiences/microsite-editor-explained) to better understand the functions of the microsites.
7. Select **Save** in the top right corner of the page.
   {% endstep %}

{% step %}

#### **Step 3: Add a domain to your microsite** **(Optional)**

By default, each microsite uses the domain `http://companyname.advocate.impact.com/`, but you may opt to use a domain you own. Refer to our help article on [setting up a domain](https://help.impact.com/brand/advocate-program/manage-advocate-participant-experiences/set-up-a-domain-for-advocate) if you want to use one for your microsite.
{% endstep %}

{% step %}

#### **Step 4: Add custom HTML to the head of your microsite**

By default, we include HTML that sets up a tab icon at the top of your browser tab. You can replace the icon with your company’s logo—if you don’t, the tab will show the default logo. The `head` element is also where you can insert SEO-related script tags and other branding/styling elements if desired.

1. From the left navigation menu, select ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-230534471fef5f40808e921e41ee44e4a06ded03%2Fe6cb9548999afdc1ed3ce4942e4cb5b45b5cecbd323267aac2a7cd1915fccc09.svg?alt=media) **\[Engage] → Content**.
2. On the *Microsite* card, select the **Edit Settings**.
3. Under the *Site Hosting* heading, find the *Head HTML* section.
4. Paste your script and select **Save config**.
   {% endstep %}

{% step %}

#### **Step 5: Customize your microsite's layout and pages**

The default microsite has a template applied, but it should be customized before it’s rolled out to your customer advocates. You can customize the layouts, pages, branding, and content of the site.

At a minimum, we recommend:

* Customizing the dashboard.
* Modifying the brand container.
* Customizing the microsite header.
* Reviewing the lifecycle email templates.
* Editing page content.

Refer to our doc on [Customizing Microsite Layouts and Pages](https://help.impact.com/brand/advocate-program/manage-advocate-participant-experiences/microsite-experiences/customize-microsite-layouts-and-pages) for an in-depth look at how to do these and more.
{% endstep %}
{% endstepper %}
