Web Portal Set Up
This Technical Setup Guide provides the configuration steps required to initialize and manage the Web Portal channel within the TRIFFT Cockpit.
| Topic / function | Web Portal |
|---|---|
| Audience | CRM / Marketing Ops / Implementation |
| Goal | Provide step-by-step setup for web-based loyalty access and branding |
| Prereq systems | TRIFFT Cockpit, Brand Domain/Website |
What you will learn
This guide covers how to deploy the browser-based loyalty hub, including domain configuration, visual customization via CSS, and integrating Google Tag Manager for advanced behavioral tracking.
Prerequisites
- Access: Ensure you have Admin or Owner privileges in the TRIFFT Cockpit to access Channel Settings.
- Assets: Prepare your brand’s Hex colors, primary logo, and any custom web fonts required to match your main website.
- Technical: If using a custom subdomain (e.g.,
loyalty.yourbrand.com), ensure you have access to your DNS provider to add the required CNAME records. - Tracking: Have your Google Tag Manager (GTM) container ID ready if you intend to track loyalty interactions on the portal.
Configuration checklist
- Domain Verification: The custom subdomain resolves correctly and is secured with an SSL certificate.
- Visual Consistency: The custom CSS correctly applies your brand’s fonts and spacing.
- Auth Flow: A member can successfully log in, view their real-time point balance, and browse rewards.
- Tracking Accuracy: Loyalty events are firing correctly within the GTM "Preview" mode.
- Responsiveness: The portal dashboard is fully functional and readable on mobile device browsers.
Updated 3 days ago
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