How to Embed Dynamic User or Sub-Account Properties in iFrames

Now, you can effortlessly inject dynamic sub-account or user-specific properties into embedded content using iFrames. This guide will walk you through the entire process, making your content more personalized and interactive. Step 1: Switch to Edit Mode To begin, access your Sub Account Dashboard and activate Edit mode. Step 2: Open the Objects Section Once you're in Edit mode, locate the Objects tab in the dashboard's interface. Step 3: Select the Embed Option In the Objects tab, look for the Embed option and click on it. Step 4: Input the Content URL Next, enter the URL of the content that you wish to display in the iFrame on your dashboard. Step 5: Add Custom Parameters After entering the URL, you can append parameters to personalize the content. This will allow the iFrame to adapt based on dynamic user or subaccount information. Step 6: Use Dynamic User or Subaccount Placeholders To make your content adaptable, you can incorporate dynamic placeholders into the iFrame URL. For example, placeholders like {{location.id}} or {{location.name}} can be added to tailor the content for specific subaccounts or users. Example: A URL such as https://app.CRM.com/v2/location/{{location.id}}/conversations can be used, where {{location.id}} will automatically populate with the correct subaccount ID when the page is rendered. You can embed this dynamic URL as an iFrame in the dashboard for personalized experiences. Supported Dynamic Properties There are several dynamic properties that you can use within your URL structure. Replace {{user.userpropertyhere}} with any of the following supported properties to inject specific user information: companyId email phone role type firstName lastName name fullName Example: You can create a custom URL like https://yourwebsiteurlhere.com/?user={{user.firstName}} to pass the user’s first name dynamically into the iFrame.