# 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) and is not relevant to the impact.com app. [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.

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

1. Below *Legal terms text*, select **Edit** to update the legal terms, then **Save** when you're done.
2. To remove the checkbox users must select before signing up, ![](/files/5SMwTyaETie506iHU7M3) **\[Toggle off]** **Disable agree to sign up checkbox**.
   * If toggled off, select **Edit** to update the *Agree to sign up CTA Text* button, then select **Save**.
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 of each onboarding step.

1. Select **Edit** for each step.
2. Select **Upload** to update the image. See the image specifications:
   * **File format:** jpg or png
   * **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. Select **Upload** to update the image.
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 are done signing up.

1. Select **Edit**.
2. Enter your preferred *Header* and *Body* text.
3. Select **Upload** to update the image.
4. Optionally, update or add alternative text for the image.
5. Select **Submit**.
   {% 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.

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/Npyb0MJG6vZQQAoPb16N" 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>


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