# Customize Your Creator Onboarding Experience

{% hint style="warning" %}
This article covers configuring your [Creator Edit portal](/brand/what-would-you-like-to-learn-about/creator-edit-configuration/creator-edit-overview.md). [Contact us](https://app.impact.com/support/portal.ihtml?createTicket=true&) to learn more.
{% endhint %}

### Manage your onboarding experience

You can customize your creators' onboarding flow by editing the legal text they agree to when signing up, adding images to their onboarding steps, and adding a survey.

1. In the upper-right corner, select your **\<Name>** ![](/files/jA6jLZ1RleK5VI2zmvap) **\[Drop-down menu]** → **Admin**.
2. From the left navigation menu, select **Creator onboarding** and update each of the following sections.
   * Alternatively, you can access these settings from your impact.com platform. From the top navigation bar, select ![](/files/2qeX6EqajzdOPiwzfeV5) **\[User profile]** → **Settings**. Under *Program Settings*, navigate to **Creator Edit** → [**Creator Onboarding**](https://app.impact.com/secure/advertiser/fr/branded-portal/creator-onboarding.ihtml)**.**

{% hint style="success" %}
**Note**: The following instructions for these sections may appear differently if you choose to access them via the impact.com platform.
{% endhint %}

{% tabs %}
{% tab title="Portal terms" %}

1. Below *Legal terms text*, update your legal terms.
2. To remove the mandatory checkbox, ![](/files/5SMwTyaETie506iHU7M3) **\[Toggle off]** **Disable agree to sign up checkbox**.
   * If toggled off, you can update the *Agree to sign up CTA Text* button.
3. To display the checkbox, ![](/files/OoA2qxPalfCYKZvmxuU6) **\[Toggle on]** **Enable agree to sign up checkbox**.
4. To edit the legal term links, select **Edit** in the *Actions* column for each link, update the following information, and then select **Submit**:

| Field         | Description                                                                       |
| ------------- | --------------------------------------------------------------------------------- |
| Display name  | The link text.                                                                    |
| Default link  | The portal's default URL slug for the agreement terms.                            |
| Override link | An external link that overrides the portal's default URL for the agreement terms. |
| Position      | Where in the legal terms paragraph the link is located, 0 being the first link.   |
| Active        | Hide or display the agreement link.                                               |
| {% endtab %}  |                                                                                   |

{% tab title="Onboarding images" %}
You can update or remove the image for each of the 3 onboarding steps.

1. Select **Edit** for each step.
2. To update the image, select **Upload**. See the image specifications:
   * File format: .png, .jpg, .webp, or .gif
   * Resolution: 72 PPI
   * Aspect ratio: 1:1
3. Select ![](/files/waifdRGeUhxtf0iBJNpV) **\[Delete image]** to remove the image.
4. Optionally, update or add alternative text for the image.
5. Select **Submit**.
   {% endtab %}

{% tab title="Additional creative assets" %}

#### **For the Login screen:**

1. Select **Edit**.
2. To update the image, select **Upload.** See the image specifications:
   1. File format: .png, .jpg, .webp, or .gif
   2. Resolution: 72 PPI
   3. Aspect ratio: 1:1
3. Optionally, update or add alternative text for the image.
4. Select **Submit.**

#### **For the Pending state screen:**

The pending state screen shows the message creators will see when they're done signing up.

1. Select **Edit**.
2. Enter your preferred *Header* and *Body* text.
3. To update the background image, select **Upload**. See the image specifications:
   1. File format: .png, .jpg, .webp, or .gif
   2. Resolution: 72 PPI
4. Optionally, update or add alternative text for the image.
5. Select **Submit**.
   {% endtab %}

{% tab title="Product interests" %}
{% hint style="warning" %}
This section only appears in your impact.com platform and is not available to all brands. [Contact us](https://app.impact.com/secure/advertiser/support/customer-support-portal-flow.ihtml) if you're interested in this feature.
{% endhint %}

You can use your creator's interests to personalize their search experience.

1. Enable the *Product Interests* by selecting ![](/files/OoA2qxPalfCYKZvmxuU6) **\[Toggle on].**
2. Select a *List Source* to populate the interests that will be displayed to your creators.
   * Select the ![](/files/euLscWwm8UMCxhYcoHCx) **\[Radio button]** **Product Catalog** option to use products from your product catalog. This automatically combines all category and brand values from your catalogs into an interest list.
   * Select the ![](/files/euLscWwm8UMCxhYcoHCx) **\[Radio button] Custom** option to upload a custom list of products, then select **Choose File** to upload a .CSV file.
     * Your .CSV file should have a single column with the column header "Interests".&#x20;
       {% endtab %}
       {% endtabs %}

### Add a survey to the onboarding flow or pending state screen

You can add a survey to the onboarding flow or *Pending state* screen after a creator applies to your program. The survey can be used to collect more information about the creator during onboarding or while they wait for their application to be processed.

{% hint style="success" %}
**Note**: These instructions are for the Creator Edit portal.
{% endhint %}

1. [Create a survey](/brand/what-would-you-like-to-learn-about/platform-features/reach-out-to-partners/surveys/create-a-partner-survey.md) in the impact.com app.
2. Find and copy the survey's ID.

<details>

<summary>Get your survey's ID</summary>

1. From the left navigation menu, select ![](/files/CDnwOBeIdds9r3Z6zTnO) **\[Engage]** → **Partners** → **Surveys**.
2. Ensure you have the ![](/files/AxP7asgz7zL0Lye4Uz4n) **\[List view]** selected.
3. Find the survey you want to add, then copy the ID in the *ID* column.

<div data-with-frame="true"><figure><img src="/files/xeebpGSHtdC1Nq5rIRp1" alt=""><figcaption></figcaption></figure></div>

</details>

3. Navigate back to your Creator Edit portal.

   * **For onboarding surveys:** Below the *Onboarding survey id* section, select **Edit**, paste your survey's ID, and select **Save**.

   <div data-with-frame="true"><figure><img src="/files/Fdr6tj6JVLX5JVgvwyZt" alt=""><figcaption></figcaption></figure></div>

   * **For pending state surveys:** Below the *Dashboard survey id* section, select **Edit**, paste your survey's ID, and select **Save**.

   <div data-with-frame="true"><figure><img src="/files/6Psmz7PNyFE8kGCqGYjv" alt=""><figcaption></figcaption></figure></div>


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://help.impact.com/brand/what-would-you-like-to-learn-about/creator-edit-configuration/creator-onboarding/customize-your-creator-onboarding-experience.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.