# Customize Your Creator Onboarding Experience

This article covers configuring your [Creator Edit portal](https://help.impact.com/brand/what-would-you-like-to-learn-about/creator-edit-configuration/creator-edit-overview) and is not relevant to the impact.com app. [Contact us](https://app.impact.com/support/portal.ihtml?createTicket=true&) 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>** ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-c2cb550b55c51ea1eeff0acbd6f437a03b621a2c%2F60d033ae8a04c14498d5229c3c0160ac05feea7f605dbd770741793c900469f0.svg?alt=media) **\[Drop-down]** → **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, ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-2c3a3c392d640f7b79d44c16f21c2c4f0ec3dcca%2F80381ca112cfb2757e97b8669cc0b5c98c8ce8d60ed9e3048b4a86a52e76719f.svg?alt=media) **\[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, ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-d0b6669ae76a7bef06a8d6940d7ad5c16bb8d018%2F7cb018d4face8d7cceb880eb5086c812e764fbcfe6f2a0377f88bc7576973070.svg?alt=media) **\[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 ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-c5ab8423372b2c345ded634b7aa4cab16c87fe3a%2Fd17a259fe817ff10ea9fd87140a89bd62ece6fa9940e05902574dcf95bed5960.svg?alt=media) **\[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](https://help.impact.com/brand/what-would-you-like-to-learn-about/platform-features/reach-out-to-partners/surveys/create-a-partner-survey) 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 ![](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]** → **Partners** → **Surveys**.
2. Ensure you have the ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-dc7b9eb1d95d0122ad8040e39fe801b3f1bc0f15%2F470ce596a54cf93f89204c3bb2fdf117e6c55ecbac3ad07007433228d92bac6c.svg?alt=media) **\[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="https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-77d1fa9260b81aa73d22cd4b1395a4fe1bab591c%2Fd70f754fe292ccbd355417a2e4065196457fd78df806e21202253c1fbdf4b56a.png?alt=media" 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="https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-73e3e0cfefcc43f7b58eed9bbfc3a459a63fe128%2F9d08a5c72f885b1cbae6fc2c791991ff174a61a276506e4193ab63a1047e2ba7.png?alt=media" 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="https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-b5f82fbf08df0abd96f8e1a79856da3913807bca%2F3673e1ed492fecef90711e430a481ab10add965a2aed594ce887fc48f95e44b9.png?alt=media" alt=""><figcaption></figcaption></figure></div>
