Personalizing a Web Plugin

Your web plugins are automatically personalized with your default company profile information. With the majority of web plugins, you can edit, revise, and personalize rotating offers, videos, lead capture forms, and downloads with your business information as well as other preferences. Personalization options are not available with all plugins.

Once you have personalized your web plugin, you can view how the plugin appears to your website/page visitors. It's best to review all personalization before publishing.

When you personalize a web plugin, changes are made to all the content associated with the plugin.

To personalize your web plugin, follow these steps:

1. Once you have activated the web plugin, navigate to Web Plugins > My Web Plugins.
2. Select the web plugin by clicking the hyperlinked name. This opens the activity details view for this plugin.
3. Click Edit and open the Personalization tab, or click Review in the alerts box.
4. On the Personalization tab you can do the following:
   • Select the tab to personalize. Options might include Landing, Asset Form and Asset Confirmation.

   • Edit any fields inside of dotted-line boxes. Areas that can be edited vary by partner. Here are a few examples: Logo, Value Proposition, Company Name, Company Address, Company Phone Number, and Company Website URL.

     How to update a banner’s Call-To-Action (if applicable): Your supplier may make the Call-To-Action link on a banner or microsite editable so that you can include a link or file that it is specific to your business. The field name is usually “Banner Asset Override,” but may vary depending on your supplier’s setup. In this field, you can either paste a URL or upload a file.

     Notes:

     • This field may be located on the Landing or Asset Confirmation tab, depending on whether the setup of the banner.
     • In many cases, the supplier will include a default URL, and you may use this field to override the default and replace it with your desired link.
     • Here is an example of the Banner Asset Override field on the Asset Confirmation tab of a banner in the partner portal:

5. Edit or add items in the Properties box such as custom CSS, colors, social accounts, social account URL, Terms of Use statements, Privacy Statement, button colors, and data privacy policy are examples that you may find here. These options vary based on need and supplier granted access.

   If you are personalizing a banner, make sure you select which Banner Size you would like to embed onto your website.

   

6. Personalize all of your pages. You will see the pages just above the layout for the plugin.
7. Click Apply for each page to see the changes.
8. Click Save and Next.
9. Once you have finished personalizing, click View to see your plugin as it will appear on a smartphone, tablet, or desktop. This gives you the opportunity to view the plugin and correct errors.