SaaSquatch Help Center

Get your SaaSquatch-hosted microsite up and running in no time with our setup guide.

Important: Before attempting to set up a microsite, make sure your plan supports one. If you’re not sure or would like to talk about upgrading, then reach out to our Success team for details.

For a quick microsite setup experience, we recommend that most clients use the auto setup feature. This guide will show you how.

🔗 1. Run microsite auto setup

  1. Log on to the SaaSquatch Admin Portal.
  2. Click Content in the top menu bar.
  3. Click the Setup button at the bottom of the Microsite card.
  4. Under the Auto setup heading, click the Setup Referral Microsite button.
  5. Click Auto setup on the popup that appears.

This step is completed in the microsite editor.

  1. Open the microsite editor.
    • In the microsite card, click the Edit content button to go to the microsite editor.
    • Click the Microsite tab in the left sidebar menu.
  2. Select the Microsite Base Layout row in the Microsite panel that appears.
  3. Click the Layers tab in the left sidebar menu (under the heading “Current Layout”).
  4. Click the Program Section row in the Layers tab that appears.
  5. In the Edit sidebar menu at the right side of the page, use the dropdown menu to pick your program ID.
  6. Click Save in the top right corner of the page.

🔗 3. Adjust your microsite participant ID method and registration settings

Note: These steps are optional and can be skipped if you don’t want to make changes.

🔗 Changing the ID method

By default, your microsite will assign user IDs based on the user’s email address. If you’d prefer to have user IDs randomly generated, you can switch your setting from the microsite setup area.

  1. Go to the Content tab in the Admin Portal.
  2. Click the Edit Settings button on the Microsite card.
  3. Under the Participant Login heading, find the ID Method option.
  4. Click Edit.
  5. Change the ID method to Random IDs if desired.

🔗 Modifying the registration form

Registration forms collect basic user information at sign-up. Auto setup creates one for you that you can modify if desired. For example, if you want to assign participants to a specific user segment upon signup, you can do so through the registration form settings.

  1. Go to the Content tab in the Admin Portal.
  2. Click the Edit Settings button on the Microsite card.
  3. Under the Participant Login heading, find the Registration form option.
  4. Click Go to Forms page.
  5. Make changes as needed.

🔗 4. Add a custom domain to your microsite

Note: This step is optional and can be skipped if you don’t want to make changes.

By default, your microsite uses a hosted domain, but many clients opt for a custom domain. If you’d like to discuss using a custom domain, contact our Success team. Then, see our guide on Setting Up a Custom Domain for a Microsite.

🔗 5. Add custom HTML to the head of your microsite

By default, we include HTML that sets up a tab icon at the top of your browser tab. You can replace the icon with your company’s logo—if you don’t, the tab will show the SaaSquatch logo. The head element is also where you can insert SEO-related script tags and other branding/styling elements if desired.

  1. Go to the Content tab in the Admin Portal.
  2. Click the Edit Settings button on the Microsite card.
  3. Under the Site Hosting heading, find the Head HTML option.
  4. Click Edit.
  5. Paste your script.

🔗 6. Customize your microsite's layout and pages

The default microsite has a template applied, but should be customized before it’s rolled out to your participants. You can customize the layouts, pages, branding, and content of the site.

At minimum, we recommend:

  • Customizing the dashboard
  • Modifying the brand container
  • Customizing the microsite header
  • Reviewing the lifecycle email templates
  • Editing page content

See our doc on Customizing Microsite Layouts and Pages an in-depth look at how to do these and more.