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Approve Microsite Users via Segments

Published on: Thu, 26 Jun, 2025 at 7:26 AM | Updated on: Fri, 27 Jun, 2025 at 1:38 AM

You can set up an approval system for your microsite users to gain more control over who registers for the microsite and becomes an advocate for your brand.

Set up the approval system for your microsite by modifying the microsite registration form, user segments, and conditional rendering on microsite pages. This help article explains how to configure the approval system and outlines what the registration process will look like for an end user.

Step 1: Create user segments

Create user segments to group users based on their status. You will then be able to show users different types of microsite content based on their user segments.

We recommend creating the following segments for an approval system:

Pending: For users who have registered for the microsite but have not yet been approved to participate in the Advocate program.
Approved: For users who have registered for the microsite and who have been approved to participate in the Advocate program.

Step 2: Create a microsite

A microsite must be set up in your Advocate account. If you've created a microsite already, you can skip this step.

From the left navigation menu, select Content.
On the Microsite card, select Setup.
On the Setup Microsite screen, select Setup Referral Microsite.
- You’ll set up a basic microsite including all required pages, routing, and emails such as the verification email.

Step 3: Create conditional sections

After the microsite is set up, you’ll need to set up conditional sections with content targeting users pending approval and users that have already been approved. You will need to set up conditional sections if you want some microsite users to see specific content and to block other microsite users from seeing that content, e.g., pending users would see a message telling them their account needs to be approved before they can make referrals.

We recommend setting up this content on the following pages of the microsite:

Dashboard: The Dashboard is the page where users can access their referral sharelink and basic information about the referral program. We recommend restricting access to the dashboard to prevent pending users from accessing their sharelink, and because it is the first page most users will see after completing the microsite registration and email verification process.
Activity: The Activity page is where users can see a list of their referrals and statistics, like the number of rewards earned, tied to the Advocate program. We recommend restricting access to this page to keep pending users from viewing information about the program until they have been approved.
Tax & Payout Settings Page: (Cash Payouts microsites only) The Tax & Payout Settings page is where users can enter their tax and banking information to receive cash rewards from an Advocate program. We recommend restricting access to this page until a user is approved because users don’t need to enter their banking and tax information until after their first cash reward is available.

Create the conditional section

From the left navigation menu, select Content.
On the Microsite card, select Edit Content.
Select one of the following pages from the list of pages and layouts:
- Dashboard
- Activity
- Tax & Payout Settings Page
On the selected page, in the right panel, select Add → Advanced.
Below Advanced, select the Conditional Section On Segment component.
Select Add to <section> to place the conditional section where desired on the page.
Update the segment name to “pending” or “approved”. You can use the Microsite Editor UI or the HTML Editor.
Microsite Editor UI
HTML Editor
1. Select Layers → Conditional Section.
2. Below Conditional Section, enter the segment name in the text box on the right-hand side of the screen.
1. Select [Code view] in the top menu bar and look for the sqb-conditional-section HTML tag.
2. Rename the condition attribute to ‘pending’ in user.segments.

Add content to the conditional section

Move or add any content to be included in the Conditional Section. You can use the Microsite Editor UI or the HTML Editor.
- For the pending segment, be sure to provide a clear message explaining that users must be approved before they can access the rest of the microsite.
- For the approved segment, ensure that all content that users should see when accessing the page is included in the sqb-conditional-section HTML tag.
Microsite Editor UI
HTML Editor
You can either move existing content or add new content to the conditional section.
Move existing content
1. Select Layers.
2. In the Layers slideout, select the component you want to move, then select [Close] to close the slideout.
3. On the component, select [Move].
4. Navigate to the conditional section, and at the base or the top of the section, select Move to Section Content.
Add new content
1. In the right panel, select the Add tab.
2. Choose a component you want to add.
3. Navigate to the conditional section, and at the base or the top of the section, select Move to Section Content.
1. Select [Code view] in the top menu bar and look for the sqb-conditional-section HTML tag.
2. Copy and paste existing HTML, or add new HTML code to the sqb-conditional-section HTML tag.
Select Save to save the changes made in the Microsite Editor.

Step 4: Update the microsite registration form

After the segments are created, the Microsite Form can be updated to place users into a segment upon registration automatically. Update the registration form by following these steps:

From the left navigation menu, select Data Sources → Forms.
Hover over the microsite registration form you wish to update, and select Edit.
Scroll down to the When the form succeeds section, then select the [Drop-down-menu] below Update user segments.
Select the Add to “pending” user segment.
- (Optional) Repeat the step above if you wish to add or remove users to or from other user segments.
Select Update Registration to save your changes.
Test the changes by registering for a microsite account as a test user. If everything is configured correctly, the test user should be created with the “pending” segment in place. Check that the test user is only able to see the conditional content targeting users in the “pending” segment.

Step 5: Approve microsite users

You’ll be able to approve microsite users through your Advocate account by following these instructions:

From the left navigation menu, select Participants.
Navigate to the pending user’s participant page by searching for the individual user’s email address or by selecting the Advanced filter to look for all users in the pending segment.
On the user’s participant page, scroll down to the Segments section.
Select [Delete] next to the pending segment to remove the user from that segment.
Select Add segment and select the approved segment from the [Drop-down menu].
- The user should now be in the approved segment and should see the approved messaging in the microsite.

The user experience

The user registers for the microsite and follows the standard email verification process. They will automatically be added to the pending segment upon registration.
After the email verification process is complete, the user will be directed to the microsite dashboard. Because the user is in the pending segment, they will see the pending messaging on the microsite.
When the user has been approved, they will see approved messaging after refreshing the Dashboard page or logging back in to the microsite.

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