For a quick microsite setup experience, we recommend that most clients use the auto setup feature. This guide will show you how.
This step is completed in the microsite editor.
Navigate to Content in the top menu, in the microsite section, select Edit content.
Select the Microsite Base layout option in the Microsite panel that appears on the left.
Select the Layers tab in the left sidebar menu below the Current Layout section.
Select the Program Section row in the Layers tab that appears.
In the Edit sidebar menu to the right, use the dropdown menu to pick your program ID.
Select Save in the top right corner of the page.
Changing the ID method
By default, your microsite will assign user IDs based on the user’s email address. If you’d prefer to have user IDs randomly generated, you can switch your settings from the microsite setup area.
Regardless of the ID method selected, participants can't change their email address after registering.
Go to the Content tab in the Admin Portal.
Select the Edit Settings button on the Microsite card.
Under the Participant Login heading, find the ID Method option.
Select Edit.
Change the ID method to Random IDs if desired.
Modifying the registration form
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.
Go to the Content tab in the Admin Portal.
Select Edit content on the microsite card.
Go to the Register page. If you used the auto setup to create the microsite, then the Register page is under the Logged Out layout in the Microsite tab.
Add form-specific Microsite Components to the page.
Select Save in the top right corner of the page.
By default, each microsite uses a SaaSquatch by impact.com branded domain, but many clients opt to use a domain they own. See our guide on setting up a domain if you want to use one for 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 SaaSquatch by impact.com logo. The head element is also where you can insert SEO-related script tags and other branding/styling elements if desired.
Go to the Content tab in the Admin Portal.
Select the Edit Settings button on the Microsite card.
Under the Site Hosting heading, find the Head HTML option.
Select Edit.
Paste your script.
The default microsite has a template applied but should be customized before it’s rolled out to your participants. 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.