Customize Your Creator Onboarding Experience

This article covers configuring your Creator Edit portal. Contact us to learn more.

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> [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 [User profile] → Settings. Under Program Settings, navigate to Creator Edit → Creator Onboarding.

Note: The following instructions for these sections may appear differently if you choose to access them via the impact.com platform.

Portal terms

1. Below Legal terms text, update your legal terms.

2. To remove the mandatory checkbox, [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, [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.

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 [Delete image] to remove the image.

4. Optionally, update or add alternative text for the image.

5. Select Submit.

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.

Product interests

This section only appears in your impact.com platform and is not available to all brands. Contact us if you're interested in this feature.

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

1. Enable the Product Interests by selecting [Toggle on].

2. Select a List Source to populate the interests that will be displayed to your creators.

   • Select the [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 [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".

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.

Note: These instructions are for the Creator Edit portal.

1. Create a survey in the impact.com app.

2. Find and copy the survey's ID.

Get your survey's ID

1. From the left navigation menu, select [Engage] → Partners → Surveys.

2. Ensure you have the [List view] selected.

3. Find the survey you want to add, then copy the ID in the ID column.

1. 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.

   

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