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! πŸŽ‰


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! πŸ’₯


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. 😊


Themes: Customize Portal on individual pages in the same campaign

You can use Themes to customize the settings for Portal based on each individual page in your campaign. Simply click 'Manage Themes' at the top of the Portal editor to view and create separate Themes.

To edit a specific theme just click the 'Edit Theme' button on it, make the changes you'd like, then hit 'Save' at the bottom.

You can also add additional new pages to the specific theme by adding the page URL to the new page field.


Colors: Style Portal with color palettes or custom colors

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 block:


Content Blocks: Mix and match nine content blocks

In Portal, you use content blocks to communicate the most important details of your offer to your audience. πŸ“š

The following ten content blocks are currently available:

πŸ‘‹ Intro

You can add an introduction to your offer by enabling the Intro content block:

🎫 CTA Button

Give your visitors an easy way to take action with the CTA Button content block:

❗Featured Snippet

Use the Featured Snippet content block to highlight a specific part of your offer.

⏲️ Deadline

The Deadline block displays the deadline that you have specified in your campaign settings.

🌟 Social Proof

The Social Proof content block gives you an easy way to demonstrate social proof to your audience!

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.

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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.

πŸ“Ή Video

Add any YouTube, Wistia, or Vimeo video to Portal with the Video content block:

πŸ”– Product Details

The Product Details block gives you a section to add a short message and up to three text/image sections.

One possible use for this block could be to bring attention to bonuses in your offer.

πŸ“‹ Reviews

In the Reviews block, you can add up to three product reviews. Each review can include a name, review text, and optional image.

πŸ”— Links

The Links block allows 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.

✏️ Text / Image

The Text / Image block gives you the ability to add up to 400 characters of text, and an optional image.


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 settings:

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.


πŸ› οΈ Settings: Customize settings for Portal

Positioning

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.


πŸš€ 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.


If you have any questions, please let us know at help@deadlinefunnel.com or in our live chat at the bottom right of your screen

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