About Web Plugins

Unifyr Support

April 22, 2026 13:43

Important:

This feature is not available in all solutions. For more information, contact your supplier point of contact.

Overview

Web plugins allow you to automatically and easily display supplier-provided content such as rotating offers, videos, lead capture forms, product showcases, and downloads including white papers and case studies. Syndicated content adjusts automatically based on data about current website visitors. This content allows you to target the interests of website visitors to deliver the most relevant content. Delivering the right content at the right time greatly increases website visitor conversion rates.

In this article, we provide an overview of web plugins, including the value of using them, views and dashboards associated with plugins, and statuses of plugins that you activate.

Click + to expand each section.

The Value of Web Plugins

Deliver targeted, relevant content to website visitors.
Keep your online messaging and offers fresh and consistent.
Automatically receive notification about new leads with built-in lead generation forms.
Collect comprehensive analytics on visitor behavior.

Your web plugins are automatically personalized with your default company profile information when activated. With the majority of web plugins, you have the ability to 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.

Most people find that they are able to achieve what they want by themselves, but with upgraded service levels, we can help you tweak and polish what’s delivered to fit seamlessly on your site.

You have the option to use web plugins in these ways:

Panel—A panel is typically a large piece of content that is meant to live on a website as its own page. The panel is HTML code that is inserted on a web page defining the content of the page. You can add a navigation tab on your website main menu for the panel so it can be easily accessed from the website's home page, product page, or supplier listing page. Panel plugins are typically a product page, event page, or registration page. A product showcase is like a panel, but it is usually multipage as opposed to one static page.
Landing Page—The landing page is the page a user visits by clicking a link in an email or social media post. The users land on the page after taking action.
Widget—A widget is an interface that a customer interacts with. It is typically a smaller piece of content that is not meant to live as its own page. It is usually in the form of a special offer or incentive. A widget is best suited for a high traffic page on your website.
Microsite—A microsite is part of a website with independent links and address that is accessed from a larger site. The microsite can be product/solution specific and can link to high value gated content such as white papers and reports or be general awareness with datasheets. Microsites are usually a part of a campaign and are linked to from a banner widget or email to increase leads.
Tracking—Tracking is how the effectiveness of the showcase or microsite is measured. The portal uses cookies to track visitor behavior. The data gathered from a visitor includes basic demographic data and the links they visit.

About the Browse Web Plugins Menu

When suppliers make web plugins available to you, they appear in the Browse Web Plugins page. Browse available plugins and decide which ones you want to use. Activate the plugin to move it to the My Web Plugins view.

My Web Plugins shows all plugins that have been activated by users in your organization.

To view available web plugins, navigate to Web Plugins > Browse Web Plugins. In this view, you can do the following:

Search by name for plugins. The search display will vary based on your selection in the user menu.
Filter by tags. If you are in a single supplier view, you will not be able to filter by the supplier.
Find the number of plugins available to you in parentheses next to the page header.
Click Most Recent, Name, Most Effective, or Most Popular to sort plugins.
- Name - List web plugins alphabetically.
- Most Recent - List plugins by create date, starting with most recent.
- Most Popular - List plugins according to partner activations.
- Best Performing - List plugins starting with the highest number of new leads generated in the past 180 days that have a lead score greater than 15.
View Promoted Web Plugins that are recommended by your supplier.
View a short description of the plugin content, tags, and thumbnail.
View the content using the plugin by clicking on the name.
Click Activate to do the following:
- Embed the plugin.
- Share the plugin.
- Archive plugin.
- Edit details.
- Personalize and customize the plugin.
- Analyze the data associated with the plugin.

About the My Web Plugins Menu

Once you have activated a web plugin to move it from the Browse Web Plugins page to the My Web Plugins page, you can review and edit it before finally launching it to your customers.

In this view, you can search for a specific plugin by utilizing the search bar. You can also filter your results by personalization status, embed status, supplier, and more.

To view web plugins that that you or other users in your organization have used, created, or that were recommended, navigate to Web Plugins > My Web Plugins. In this view, you can do the following:

Search by name for plugins. The search display varies based on your supplier selection in the user menu.
Filter by tags. If you are in a single-supplier view, you will not see the option to filter by a supplier.
Find the number of plugins you have activated in parentheses next to the page header.
Sort by date or name.
Click the name of the plugin to access the web plugin wizard that steps you through configuring and customizing your embed code.

About the Web Plugin Activity Dashboard

To view the activity dashboard for a web plugin, navigate to Web Plugins > My Web Plugins and click a plugin.

Every web plugin has a dashboard with two views: draft and published. In draft view, you can see a list of prioritized tasks needed to start the activity and a preview of the current plugin. Once the plugin is embedded and returning statistics, the published view focuses on the user interaction generated.

Dashboard for Plugins in Draft Status

Before you activate a web plugin, the activity dashboard appears in draft status. In a draft status dashboard, you can do the following:

Review the alerts bar to see how many activities need attention. If some step in the activation process has been left unfinished, it appears here. Click Review to go to the step and complete all tasks.
If you have granted a provider access to work on this plugin, click Provider Assistance to review the order and any comments from the provider.
If you no longer want it to be available, click Archive to remove the web plugin. Archiving does not stop the plugin from being active on the webpage.
Click Edit to open the wizard where you can edit web plugin details, notifications, and personalization. You can also access all the embed codes.
Click Preview to see a full-screen preview for each page of the plugin.
Click Details to check the plugin status. Look here to see if the web plugin is published after you create it. If you think it should be published, be sure you completed the last step of copy to clipboard or email.
Review your notification settings. Notifications are sent when users interact with the web plugin or submit a related form. Additionally, each person set to receive web plugin notification will also receive an email summary report 1 day, 3 days, and 7 days after the web plugin is embedded. To add email addresses or SMS to notifications, click Edit.

Dashboard for Plugins in Active Status

Once all steps of the activation process are complete, the dashboard shows the web plugin in active status. In the active status dashboard, you can do the following:

Open the Leads, Recent Activity, Analysis, and View Web Plugin menus using the left-navigation.
Click Preview to view a full-screen view of the plugin. This is how it will look on your web page. Note that clicks on this page will not be included in the analysis.
Click Embed to copy the embed code for your web page.
Click Share to post the plugin on social media.
If you no longer want the plugin to be available for use, click Archive. Archiving does not remove the plugin from the location but we no longer gather data.
Click Edit to open the wizard where you can edit web plugin details, notification settings, and personalization. You can also access all the embed codes.
In the Analysis bar, view data for web plugin views, web plugin clicks, and leads. Select Clicks or Leads to see additional information about the user interaction.
Click Details to check the web plugin’s status.
Review your notification settings. Notifications are sent when users interact with the web plugin or submit a related form. Additionally, each person set to receive web plugin notification will also receive an email summary report 1 day, 3 days, and 7 days after the web plugin is embedded. To add email addresses or SMS to notifications, click Edit.