Your microsite is your own branded website, showing your business name, logo, contact details and a short introduction. Once it is live, you get a link you can share with clients and prospects.

Where to find it: Profile icon > My Profile > Onboarding, or Dashboard > Complete microsite

Steps

• Click the profile icon at the top right, select My Profile and open the Onboarding tab.
• Brand Details: choose a Website Name, enter your Brand Name, Business Name or Trade Name, and upload your logo. Click Proceed to Address.

• Address: confirm whether your office address is the same as your registered address, then add contact person details, email address and social media links.

• Website Intro: write a short introduction under About your Company and add up to three USPs. Click Complete Profile.
• Share your website: copy your website link and referral link to share with clients and prospects.
• Enter a Lead or Prospect: add one lead (segment, name, mobile number, email address and lead source), or upload several at once using a CSV file. Once this is done, your microsite goes live.

Good to know

• Website Name must be unique and alphanumeric. It becomes your microsite address, for example yourname.partners.samcowealth.com.
• Logo: PNG only, up to 2 MB. Recommended size is 170 x 42 px.
• About your Company: up to 1,500 characters. USP description: up to 195 characters.
• Contact Person Name and Landline are optional.
• Bulk upload accepts up to 500 leads per CSV file. Use Download Sample CSV for the format. Leads that already exist are skipped.