Installing Prefinery

After creating a new Prefinery project and customizing it, you are now ready to collect signups and referrals. To do this, you will need to setup a way for users to join and participate in your campaign. This is easily done by installing Prefinery on your website and implementing one or more ways to provide them your signup form. 

There are two parts to this process:    

JavaScript Snippet

The JavaScript snippet is responsible for recording shares and referrals. It needs to be installed on your site, even if you're using the API. 

After creating your new project, right after completing the project wizard you will be brought to Signup Form page.  

There are two ways on how you can navigate to the Installation page. First is by simply clicking on Installation in the project dashboard sidebar menu. 

Alternatively, you can click on  Setup in the right section of your dashboard header, then on the Setup page select Install the JavaScript Snippet

Here are the specific steps: 

1

In the Installation page, the first step involves copying the JavaScript Snippet by simply clicking on it. 

You will now need to paste that code into the  <head> section of your website page. How you do this can vary depending on how your website was made or what it runs on. 

We have prepared separate and specific instructions on how you can install the code on different website content management systems and platforms (e.g. WordPress, Squarespace, Shopify, etc.). You also have the option to Email Instructions to Developer at the top-right corner of the page. 

Getting Users into Prefinery

Once you've installed the script, the next step is to display the Signup Form where you want it to be. 

Continuing from the first section above: 

2

In this step, you are provided the embed code that you need to copy by clicking on it and then paste it into the web page where you want to display the Signup Form. 

Similar to the JavaScript Snippet, how you do this can vary depending on how your website was made or what it runs on except that for this one you can paste the code anywhere on your website where you need the Signup Form to show. 

We have separate and specific instructions on how you can install the script and the embed code on different website content management systems and platforms (e.g. WordPress, Squarespace, Shopify, etc.). 

Supported Options

There are a lots of ways to get users into Prefinery. 

Embedded Form: Most people use our easy JavaScript embed. You just paste the div where you want the form to appear.

<div class='prefinery-form-embed'></div>

Modal Dialog (aka Popup): To display your signup form in a modal dialog when a call to action link or button is clicked, simply add the class prefinery-form-cta to your call to action, as follows:

<button type="button" class="prefinery-form-cta">Sign Up Now!</button>

Instant Signup Link: This link is a one-click, instant signup link. The user's details are passed as parameters to the URL. 

Frontend Framework: You can post signups from your frontend JavaScript framework to your project's JSONP endpoint. You can find this endpoint URL inside your account.

Raw HTML Form: If you don't want to customize the CSS of your form inside Prefinery, but instead want to use your own site's CSS, then you can paste a raw, unstyled form. Currently, this form only supports submitting e-mail address, first name, and last name. You can find this raw HTML inside your account.

REST API: With our scalable and reliable REST API you design your own form and push data to us from your back-end code, allowing you to create a 100% customizable experience for your end-users. Check out the API docs

Private Beta  JavaScript Web API: Connect your own form to Prefinery using our JavaScript Web API. To join the Private Beta and use this, please contact us

What's next: If you haven't yet, check out the other options to further customize your project

Still need help? How can we help? How can we help?