Once you've added content to your microsite, the Settings and Goals tabs let you control how it looks, how visitors can interact with it, and how their engagement gets tracked. This includes branding, access controls, lead capture, and conversion goals.
Here's a short video on the advanced features of a microsite.
Settings
Logo
- You can choose to add a logo onto your microsite. If you are part of a company, their logo will show up under Your logo by default.
- You may change the default logo by clicking on the logo image and selecting either Choose from Library or Upload from device.
- You may add an additional logo through the + Logo button.
- If you wish to change the size of your logo, use the slider to adjust it until satisfied.
Theme
- Themes allow you to create more customized microsites by adding cover images behind your featured content using the Cover option.
- Quick Tip: You can enter a specific color using a hex code or select one using the built-in color wheel.
- The Primary Color setting controls the color of buttons and highlighted elements across your microsite, helping maintain a consistent look and feel.
- You can also use an image as your cover instead of a solid color. To do this, remove the default cover and click Add Cover. From there, you can upload an image from multiple sources to use as your background.
Use the Color Grabber for Easy Brand Matching
Quickly match your microsite to your brand using the built-in color grabber (eyedropper) tool:
- In the Theme section, click into any color field (such as Primary Color or Cover color).
- Select the dropper icon.
- Hover over any area of your screen.
- Click to instantly apply that color.
Tip: Use the color grabber to pull colors directly from your logo, images, or website — no need to manually enter hex codes.
You may also implement a color scheme through the Theme section. This also includes the option to share pictures from your OneMob administration with your organization.
Options
- Use Require Identification to View to make sure viewers of your microsite have to identify themselves before viewing it. When this is turned on, a contact verification pop-up will require information such as a name, email address, or LinkedIn in order to view the microsite. (Quick Tip: If you require email for identification, an email will be sent to confirm the email using a 4-digit code.)
- If you are sending sensitive information in your microsite, you can add an additional layer of security by using the Edit allowed list under Require Identification to View. This makes the microsite only available to people with specific email addresses or domains.
- Expiration Date will make the microsite link stop functioning past a date of your choice.
- If you want to require a password to view the microsite, you can toggle Password on. One will be randomly generated automatically below. This can be changed by clicking on the box and typing a password of your choice.
- When Reactions is enabled, viewers of the microsite will be able to react using the
icon. (Quick Tip: This has access to three emojis: a red heart ❤️, a thumbs up 👍, and the thinking emoji 🤔.)
- Email notifications will be on by default. You will receive email notifications when your video message generates activity while the toggle is on. If you wish to not receive notifications from activities, you can toggle the notifications off. (Quick Tip: You will always be notified when people Reply to your video — and you'll also always be notified when a visitor converts into a lead, whether through a Goal or a Lead Magnet button. See Lead Magnet Conversions under Goals below.)
- Document Viewing Mode: Microsite documents can now be viewed as a continuous vertical scroll instead of flipping through pages one at a time, like a PDF or slide deck. This is on by default for new microsites; you can switch a microsite between the two viewing styles from this section.
Contact Actions
- By default, Reply and Share will be toggled on. Reply allows viewers to send a response back to you. Share allows for microsites to be sent to others by the viewers.
- Connect your youNme agent to your microsites using the HTML link found on the youNme.ai website.
- Once your agent is connected here, you can add a UME button anywhere in your microsite's Sections/Buttons area as a shortcut that opens this same connected agent. The agent itself is still configured only here in Settings — a microsite can only have one connected agent, so every UME button on the page opens the same widget rather than each button needing its own setup.
- Changing the settings here will only change this microsite's settings. The default can be changed for all microsites in Account Settings. (Quick Tip: You may click Open Settings to be taken there if you want to make that change immediately.)
Personal Info
OneMob allows users to create an Avatar image that will show on the top right of a shared microsite. (Quick Tip: This will automatically open at the bottom of the microsite if it's opened on a mobile device.) This can be edited from the Personal Info section.
- The Personal Info section will automatically include the information you have provided in the Personal Data and Links tabs in Account Settings. Any changes you make from the microsite settings will apply only to the specific microsite you are working on. (Quick Tip: You may click Open Settings to access settings if you want to change the default.)
- Organization is one part of the general information not included in Account Settings. This will be filled in automatically if you are part of an organization on OneMob. You may also write in an organization if you are using OneMob without your company.
- You can choose whether to share your socials on this microsite by using the toggle next to each piece of contact information. (Quick Tip: Nothing will show if the fields are left blank, even if the toggle is on.)
Footer
A Footer allows relevant links to be added to the bottom of your microsite. You may add this by typing the text you want to show in the Heading text box and adding the link from the merge field button on the right. Any additional links can be added by clicking + Add Link.
Goals
- You may add up to three specific Goals for your microsite from the Goals tab.
- Visitors who click on the items labeled as goals will be moved to the Converted stage in your Performance funnel.
- Microsites now automatically include Reply and Forward as conversion goals. This ensures better tracking without requiring manual setup.
Lead Magnet Conversions
A Lead Magnet button (added from the Sections/Buttons area) works alongside Goals as another way to convert visitors: when a visitor clicks it, they're subscribed to a contact group of your choosing.
- The subscribe page a visitor sees when clicking a Lead Magnet button is optimized for mobile.
- When someone converts through a Lead Magnet, you'll get an email notification letting you know you have a new lead, with a link straight to that contact's page.
- If the group tied to your Lead Magnet is linked to a campaign, newly subscribed contacts are automatically enrolled — turning a single button click into a fully automated follow-up sequence. See Configure Email Campaign Rules for how to link a group to a campaign.
Once you have completed your microsite, you may save the settings as a microsite template by clicking the Microsite icon in the top right and choosing Save as template. Alternatively, select Apply template to choose one of the templates you previously made, so you save building time on every microsite.
Before you save, you may click the eye icon to preview your microsite as if you are a visitor. Then, you may save your microsite and be done.