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Customize Your Creator Onboarding Experience

This article covers configuring your Branded Creator Portal and is not relevant to the impact.com app. Contact us to learn more.

You can customize creators' onboarding flow by editing the legal text, adding images to the onboarding steps, and adding a survey.

  1. In the upper-right corner, select your <Name> angle-down-solid.svg [Drop-down]Admin.

  2. From the left navigation menu, select Creator onboarding and update each of the following sections.

    1. In the Portal terms section below Legal terms text, select Edit to update the legal terms.

    2. Optionally, toggle-off-solid__1_.svg [Toggle off] Enable agree to sign up checkbox to remove the checkbox.

      • If disabled, select Edit to update the button text.

    3. Optionally, toggle-on-solid.svg [Toggle on] Enable agree to sign up checkbox to display the checkbox and edit the legal term links.

      • If enabled, select Edit in the Actions column for each link, and update the following information:

      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.

Add a survey to the pending state screen

You can add a survey to the pending screen after a creator applies to your program. The survey can be used to collect more information about the creator while they wait for their application to be processed.

  1. In your Activate account, create a survey.

  2. Navigate to the URL bar and copy the survey's ID after survey/.

    • Survey ID example: acme.activate.social/brand/11111111/survey/1800000012345/detail

  3. Below the Dashboard survey id section, paste your survey's ID.

  4. Select Save.

    Screenshot_2024-07-29_at_16_37_00.png

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