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. 

Looking to track the same user across subdomains of the same domain? No worries, the Prefinery cookie is accessible across subdomains to better track referrals and award referral credit as visitors navigate from one subdomain to another. You only need to make sure that our JavaScript Snippet is installed on all these subdomain websites.

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: Embedding the Signup Form on a Page

<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 REST API docs

JavaScript Web API: Connect your own form to Prefinery using our JavaScript Web API. Check out the JavaScript Web API docs

Magic Form Beta: Hook Prefinery into your existing form with little to no coding involved so that if an email address is submitted on it the data also gets sent to Prefinery: How to Use the Magic Form Feature

The Magic Form feature is still in beta. There may be bugs, plus limitations that come with it. If you have access to add and/or edit code on your website, please avoid using Magic Form and instead use any of the other methods above. The Magic Form feature purely exist for rare situations where you don't own or have access to the code of your webpage. 

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

Frequently Asked Questions

Can I place the signup form on different pages on my website?

Yes. With the Prefinery JavaScript Snippet installed inside the <head> tag of your website, it will run on all the site's pages. If using the embedded form option as an example to display the form, you can place the embed code anywhere on your website, even more than once in a page, and the script will automatically display the form on all instances the embed code is at. 

Can I run two or more different campaigns/projects on the same website?

For the same campaign and website, there's no limit to how many times and pages you want to display the same campaign signup form since they're all ran by the same campaign JavaScript Snippet.

But, if you're looking to setup 2 or more separate campaigns on the same website, you would need to make sure that the correct campaign's Prefinery JavaScript Snippet is installed and only runs on the page(s) it should be used at. This means not installing the JS snippet on the  <head> tag and instead preferably right after the opening <body> tag before any form embed code.

Only one campaign/project can run on a page at a time. Even if you install multiple JavaScript Snippets from different projects on the same page, only one will run for all embedded forms on that page. 

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