SaaSquatch Help Center

Get your SaaSquatch-hosted microsite up and running in no time with our Quickstart Guide.

A SaaSquatch-hosted microsite provides a centralized place for your program’s participants to sign up to your program and access the referral widget. Our microsite editor gives you control over what your end users will see by letting you customize layouts, pages, branding elements like fonts and colors, and even the domain.

We recommend using microsites when your users don’t have a way to register for an account for your program, like if you don’t have an area of your website where your users can log in. They’re useful if you’re running partner or affiliate programs.

🔗 About this guide

For a quick microsite setup experience, we recommend that most clients use the auto setup feature. This quickstart guide will show you how. Steps marked as Optional are recommended, but not required. You can skip them if you don’t want to make changes.

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.

🔗 About auto setup

The auto setup feature enables you to spend less time configuring your site and more time building the content and branding. Using auto setup will:

  • Create a registration form that allows your users to sign up
  • Enable participant login using email address as ID
  • Set up default pages and layouts for your microsite
  • Set up site hosting
  • Install component packages that you can use to build your microsite content
  • Create two lifecycle emails for user email verification and password reset

🔗 1. Run 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.

Troubleshooting: If you receive an error message, then contact our Support team for assistance.

🔗 2. (Optional) Adjust your site hosting preferences

You can find these preferences under the Site Hosting heading. All of the steps below are optional and can be skipped if you don’t want to make changes.

  1. Decide whether to use a hosted domain or a custom domain.

Note: 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.

  1. Add custom HTML to the head element of the microsite.

Note: 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.

🔗 3. Adjust your participant login preferences

You can find these preferences under the Participant Login heading. All of the steps below are optional and can be skipped if you don’t want to make changes.

  1. Decide whether a new user’s ID will be randomly generated or based on the email address they signed up with.
    • 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 here.
  2. Modify your 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.
  3. Review your lifecycle emails. By default, we set up email templates for user verification and password resets. If you want to view a template and make changes to it, click Open in Editor.

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.

🔗 5. Customize your microsite's content and appearance

As part of auto setup, your microsite comes with ready-to-customize layouts and pages that you can personalize in the microsite editor. If you’ve used our widget editor before, you’ll find that the microsite editor feels quite familiar–it has a similar layout and many of the same features.

This section walks you through the practical steps you’ll need to take to get your microsite up and running quickly. For a more in-depth explanation of the microsite editor, default layouts and pages, and what you can do with them, check out our guide on Customizing Microsites.

Important: You must click Save at the top right corner of the microsite editor before moving to a new page or layout in order for your changes to take effect. If you want to see how they’ll look before committing to saving the changes, click the device icons in the top menu bar to see a preview.

🔗 Customize the dashboard

The Dashboard is the first page your logged in users will see. It’s preloaded with a template. The default content:

  • Greets the user
  • Displays program-related statistics
  • Shows a brief description of an example program
  • Displays share links

We recommend customizing the components in the Dashboard to suit your branding and program.

🔗 Edit content on your other pages

  1. In the microsite editor, click the name of the page or layout you want to edit.
  2. Use the Add/Edit sidebar menu on the right side of the page to add components like text, images, share links, and more. For help, see Customizing Microsites

🔗 Modify the brand container

Your Base layout contains a brand container component that controls your microsite’s font and brand colors. Brand colors are used by an array of components within your user experience, including highlight colors and button colors.

All of the steps below are optional and can be skipped if you don’t want to make changes.

  1. Click Microsite in the Navigate submenu.
  2. Click the Microsite Base layout in the Microsite tab.
  3. Under the Current Layout submenu, click Layers.
  4. Click the Brand Container component.
  5. Edit the component properties in the Add/Edit menu:
    • Color
    • Font
  6. Click Save.

🔗 Customize the microsite header

You can add a clickable header image that redirects your users to a page you designate. Set it up in the Base layout.

  1. Click Microsite in the Navigate submenu.
  2. Click the Microsite Base layout in the Microsite tab.
  3. Under the Current Layout submenu, click Layers.
  4. Click the Microsite Frame Header Content component.
  5. Update the image and adjust its height and width as desired.
  6. Set the redirect path. This is where your users will be redirected upon clicking the image.

🔗 Review lifecycle email templates

All of the steps below are optional and can be skipped if you don’t want to make changes.

  1. In the microsite editor, click Email Templates in the Navigate submenu.
  2. Click the name of the email you’d like to view.
  3. Use the Email Editor to change the content and appearance of the email if needed.

🔗 Add more pages or layouts

All of the steps below are optional and can be skipped if you don’t want to make changes.

  1. In the microsite editor, click Microsite in the Navigate submenu.
  2. Click the Add Page or Add Layout button.
  3. (Optional) Select a layout for your new page/layout to inherit using the Inherited Layout dropdown menu.
    • Note: We recommend that your new page/layout inherit either the logged in or logged out layouts for site organization purposes. However, you can skip this step if you want to make a new, top-level page or layout.

Example: If you want to add a landing page to your site that anyone can see regardless of whether they’re a logged in user, you can nest a new page within the Base layout.

  1. Enter the page title or layout name.
  2. Enter the URL for your page.
    • Note: Add a slash before the name you want to use and use hyphens if you want to have a multi-word URL, e.g., /company-info rather than /company info.
  3. Required: Choose who you want to be able to see your page.
    • Verified: Logged in users only
    • Unverified: Logged in users who haven't verified their email addresses
    • Public: Viewable by anyone

If you created a custom landing page in Step 3, then make sure you choose Public from the Allowed Users dropdown so that everyone can see your page.

  1. If your page is accessible only to verified users, then choose the page where you want disallowed users to be sent from the Redirect dropdown.
  2. Click Add.
  3. Click Save.
  4. (Optional) Add the new page to the microsite sidebar menu.

🔗 If you need help...

Contact our Support team if you need help setting up your microsite. We’re happy to help!