{"id":29603,"date":"2026-10-28T12:06:18","date_gmt":"2026-10-28T12:06:18","guid":{"rendered":"https:\/\/www.samco.in\/help-support\/?post_type=ht_kb&#038;p=29603"},"modified":"2026-10-28T12:06:31","modified_gmt":"2026-10-28T12:06:31","slug":"how-can-i-set-up-my-brand-profile-and-personalised-microsite-on-the-partner-portal","status":"publish","type":"ht_kb","link":"https:\/\/www.samco.in\/help-support\/article\/how-can-i-set-up-my-brand-profile-and-personalised-microsite-on-the-partner-portal\/","title":{"rendered":"How can I set up my brand profile and personalised microsite on the Partner Portal?"},"content":{"rendered":"\n<p>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.<\/p>\n\n\n\n<p><strong>Where to find it: <\/strong>Profile icon > My Profile > Onboarding, or Dashboard > Complete microsite <\/p>\n\n\n\n<p><strong>Steps<\/strong><\/p>\n\n\n\n<ul type=\"1\"><li>Click the profile icon at the top right, select My Profile and open the Onboarding tab.<\/li><li>Brand Details: choose a Website Name, enter your Brand Name, Business Name or Trade Name, and upload your logo. Click Proceed to Address.<\/li><\/ul>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" src=\"https:\/\/www.samco.in\/help-support\/wp-content\/uploads\/2026\/10\/image-48.png\" alt=\"\" class=\"wp-image-29605\" width=\"557\" height=\"378\" srcset=\"https:\/\/www.samco.in\/help-support\/wp-content\/uploads\/2026\/10\/image-48.png 502w, https:\/\/www.samco.in\/help-support\/wp-content\/uploads\/2026\/10\/image-48-300x204.png 300w, https:\/\/www.samco.in\/help-support\/wp-content\/uploads\/2026\/10\/image-48-50x34.png 50w, https:\/\/www.samco.in\/help-support\/wp-content\/uploads\/2026\/10\/image-48-320x217.png 320w\" sizes=\"(max-width: 557px) 100vw, 557px\" \/><\/figure><\/div>\n\n\n\n<ul><li>Address: confirm whether your office address is the same as your registered address, then add contact person details, email address and social media links.<\/li><\/ul>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" src=\"https:\/\/www.samco.in\/help-support\/wp-content\/uploads\/2026\/10\/image-49.png\" alt=\"\" class=\"wp-image-29607\" width=\"555\" height=\"377\" srcset=\"https:\/\/www.samco.in\/help-support\/wp-content\/uploads\/2026\/10\/image-49.png 502w, https:\/\/www.samco.in\/help-support\/wp-content\/uploads\/2026\/10\/image-49-300x204.png 300w, https:\/\/www.samco.in\/help-support\/wp-content\/uploads\/2026\/10\/image-49-50x34.png 50w, https:\/\/www.samco.in\/help-support\/wp-content\/uploads\/2026\/10\/image-49-320x217.png 320w\" sizes=\"(max-width: 555px) 100vw, 555px\" \/><\/figure><\/div>\n\n\n\n<ul type=\"1\"><li>Website Intro: write a short introduction under About your Company and add up to three USPs. Click Complete Profile.<\/li><li>Share your website: copy your website link and referral link to share with clients and prospects.<\/li><li>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.<\/li><\/ul>\n\n\n\n<p><strong>Good to know<\/strong><\/p>\n\n\n\n<ul><li>Website Name must be unique and alphanumeric. It becomes your microsite address, for example yourname.partners.samcowealth.com.<\/li><li>Logo: PNG only, up to 2 MB. Recommended size is 170 x 42 px.<\/li><li>About your Company: up to 1,500 characters. USP description: up to 195 characters.<\/li><li>Contact Person Name and Landline are optional.<\/li><li>Bulk upload accepts up to 500 leads per CSV file. Use Download Sample CSV for the format. Leads that already exist are skipped.<\/li><\/ul>\n","protected":false},"author":65,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":[],"ht_kb_category":[3035],"ht_kb_tag":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb\/29603"}],"collection":[{"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/users\/65"}],"replies":[{"embeddable":true,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/comments?post=29603"}],"version-history":[{"count":1,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb\/29603\/revisions"}],"predecessor-version":[{"id":29609,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb\/29603\/revisions\/29609"}],"wp:attachment":[{"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/media?parent=29603"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb_category?post=29603"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb_tag?post=29603"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}