In this guide:
Video: What is Portal?
With Portal, you can display your offer details, deadline, and social proof in one place.
For your audience: Portal means a personalized customer experience that makes it easy to understand who you are, what you do, and why they should care. Portal gives your audience the clarity and motivation they need to take the next step.
For your business: Portal means high-converting marketing campaigns that are unique to each subscriber and integrate with your existing tools. Portal gives your business a connection between the nitty-gritty of executing each campaign and the bigger picture of continuing to grow your audience, conversions, and sale.
In this guide, we'll show you how to set up Portal in your Deadline Funnel account! 🎉
Pages: Add Portal to pages in your campaigns
To add Portal to a page in one of your Deadline Funnel campaigns, edit your campaign and go to Pages.
Add or edit an existing page, and select "Display Portal" as the page type:
Optional: You can also add a URL that your visitors will be redirected to after the deadline expires.
After you've added the page, selected Portal as the page type, and added the Deadline Funnel tracking code to your website, you can open your page in a new tab to see Portal live! 💥
Edit Portal: How to update Portal settings in a campaign
After you've added Portal to your campaign, you will be able to edit Portal by clicking "Edit Appearance" next to your Portal page:
This will take you to Portal's live editor where you can add content blocks or customize other elements in Portal!
Read on to learn about the various components of Portal you can add to / edit. 😊
Apps: Mix and match nine content blocks
In Portal, you use Apps to communicate the most important details of your offer to your audience. 📚
Once you enable an app in the App Directory in the Apps section, it will appear in the Selected section:
The following ten apps are currently available:
🌟 Social Proof
The Social Proof app gives you an easy way to increase conversions by displaying recent activity, like a new subscriber or purchase.
Social proof events are pseudo-anonymized to display only the first name of the person who generated the event, and to either display the state if the person generating the event is in the U.S., or just the country if the person generating the event is outside of the U.S.
For events where first name is not available (if the first name was not sent from your email platform to Deadline Funnel via a webhook / Zapier integration), then the social proof block will display "Someone" instead of the person's first name. For example: "Someone just purchased My First Course!"
Choose the "Hide personal information" option if you always want Social proof to display "Someone" instead of your subscriber's name and location.
At launch, Social proof will not have any event sources to show. Click the Manage Events button to view the available sources:
In the Events windows, you can choose deadline and/or sales events from any of the campaigns in your account.
Deadline started events are created when a subscriber in your email marketing platform (or Zapier) goes through the main webhook in your Deadline Funnel campaign that starts their deadline.
Sales tracking events are created when a subscriber in your email marketing platform (or Zapier) goes through a sales tracking webhook in your Deadline Funnel campaign that tracks a purchase.
The Deadline app helps you create urgency and increase conversions with authentic deadlines by displaying the deadline that you have specified in your campaign settings.
🎫 Call to Action
Direct users to another page with a button, description, and image with the Call to Action app:
In the Reviews app, you can build trust with customer reviews and testimonials. You add up to three product reviews where each review can include a name, review text, and optional image.
Add any YouTube, Wistia, or Vimeo video to Portal with the Video app:
You can add a headline and intro text to the top of Portal by enabling the Intro app:
Link to any page or section of your website with the Button app:
Use the Featured Snippet app to highlight important information like a discount or deadline.
🔖 Product Details
The Product Details app gives you a section to outline the key details about your product or offer.
One possible use for this block could be to bring attention to bonuses in your offer.
The Links block allows you to display a list of related links and resources. You can add up to three important links to Portal.
Each link includes a title, URL, color, and an option to open the link in a new tab.
Appearance: Style Portal with colors and settings
🎨 Color palettes
Portal includes 17 different color palettes with both solid or gradient options to choose from:
🎨 Custom colors
You can also select custom colors, which includes either Solid or Gradient options:
If you have custom colors enabled, you will also be able to select custom colors for the Deadline app:
🚀 Launch Icon: Customize the icon that displays when Portal is minimized
The Launch Icon is what is displayed on your website when Portal is in its minimized state.
By default, this shows the Deadline Funnel logo, but now you can upload your own launch icon to display instead.
By default, Portal will display on the left side of the screen but you can also choose to display Portal on the right side of the screen.
Powered by Deadline Funnel
The Powered By Deadline Funnel displays in the bottom row of Portal, and is automatically connected to our Tell a Friend program.
If someone clicks on the Powered By link through Portal on your page and signs up for Deadline Funnel, you will automatically receive a credit to your account after their first successful (non-refunded) payment.
The Powered By link is completely optional and can be disabled.
The Z-index setting allows you to set the stack order of Portal.
An element with greater stack order is always in front of an element with a lower stack order.
If you have another element on your page that you would like to display over Portal (this could be a chat bubble, social proof, etc), simply set the Z-index for that element higher than the Z-index of Portal.
Views: Customize the default views and transitions for Portal
You can customize the default views and transitions for Portal on both desktop and mobile in the Views section of your Portal editor:
On desktop and mobile, Portal displays the deadline + social proof view by default.
If you have both the deadline and social proof blocks enabled, then on desktop, both blocks will be visible at the same time.
If you only have the deadline block enabled, then you will just see the deadline block.
On mobile, the deadline block will be displayed first, and then every five seconds Portal will hide the deadline block and display a social proof event, and then five seconds later display the deadline block again.
If you have any questions, please let us know at firstname.lastname@example.org or in our live chat at the bottom right of your screen