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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 ContentSetupSetup Referral Microsite.

    • If you have already added a microsite, select Edit Content or Create new.

  2. Under the Auto setup heading, select the Setup Referral Microsite.

  3. Then select Auto setup on the pop-up that appears.

Step 1: Link your microsite with your program

This step is completed in the microsite editor.

  1. Select Base Layout. Then select the Layers tab from the left sidebar menu below the Current Layout section.

  2. Select the Program Section row in the Layers tab that appears.

  3. In the Edit sidebar menu to the right, use the angle-down-solid.svg [Drop-down menu] to pick your program ID.

  4. Select Save in the top right corner of the page.

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.

  1. From the left navigation menu, select Content

  2. On the Microsite card, select Edit content.

  3. Select MicrositeRegister.

    • If you used the auto setup to create the microsite, then the Register page is under the Logged Out layout in the Microsite tab.

    • Select icons8-cancel-25.png [Exit icon] to minimize the Microsites tab.

  4. Add form-specific Microsite Components to the page.

  5. Select Save in the top right corner of the page.

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

By default, each microsite uses an Advocate branded domain, but you may opt to use a domain you own. See our guide on setting up a domain if you want to use one for your microsite.

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 Content.

  2. On the Microsite screen, select the Edit Settings.

  3. Under the Site Hosting heading, find the Head HTML section.

  4. Paste your script and select Save config.

Step 5: Customize your microsite's layout and pages

The default microsite has a template applied but 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.

See our doc on Customizing Microsite Layouts and Pages an in-depth look at how to do these and more.

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