The portal registration page is where you can point prospective ambassadors to join your referral program.
How do I edit my registration page?
To begin customizing your registration page, follow these steps.
Step 1: In the navigation menu on the left, click "Portal." You’ll end up on the “Registration” page.
Step 2: At the top of the Registration page, under “Design,” you can upload your header image. This is also where you can change the button text and color. Please note, for optimal sizing, we recommend that your header image does not exceed 600x320.
Step 3: Next, add your ambassador-facing program description under “Messaging.” This description will display to the right of the form fields. As a best practice, we recommend including a clear overview of your referral program, commission information and payout frequency/method.
Step 4: Within the “Form” tab, you can select form fields, such as name, email address, phone number, etc., of information you wish to collect from your ambassadors. You can also select which of these fields will be required.
TIP: To set custom form fields (ex. if your reward is swag, you could ask for the ambassador’s shirt size), go to your Account Settings here and edit the “Custom Labels.” You can check the box on the left to enable up to three custom form fields. After clicking “Save” in your Account Settings, the new custom labels will be visible among the default form fields in the “Form” tab.
Step 5: If you have a private campaign, you'll need to edit the “Settings” tab to include a default group. This will automatically add any ambassadors enrolling via the portal registration page to the selected group. Please note, make sure keep "Do not trigger any commissions" selected. This setting will only be used if you want to award a commission to an ambassador for simply enrolling in your program.
Step 6: When complete, click “Save” in the top right corner.
Please note, by default, Ambassador's terms and conditions are linked to in your portal. If you would like to link to your own terms and conditions, send a PDF or link to firstname.lastname@example.org.
Other support articles you may be interested in:
- What is the Ambassador portal?
- How do I customize the portal login page?
- How do I edit what is visible in the portal?
- How do I create a custom domain for my portal?