You can now inject dynamic user or subaccount properties/parameters in embedded content using iframes. Follow these step-by-step instructions to get started.
Step 1: Enter Edit Mode
Open your Sub Account Dashboard and enter Edit mode.
Step 2: Navigate to the Objects tab
Once in Edit mode, navigate to the Objects section.
Step 3: Choose Embed
Select the Embed option from the Objects menu.
Step 4: Enter the URL
Enter the URL of the content you want to embed into the dashboard.
Step 5: Add Parameters
After entering the URL, add the required parameters to customize the content.
Step 6: Utilize Dynamic User Properties
You can dynamically inject the sub-account or user identifier into the iframe source. You can use placeholders like {{location.id}} or {{location.name}} in the URL to make it more versatile.
As an example, you can use {{location.id}} to create a dynamic URL like this https://app.CRM.com/v2/location/{{location.id}}/conversations.
You can embed the above link as an iFrame URL on your dashboard.
Supported User Properties
We support various user properties that can be passed in the URL. Replace the property in {{user.userpropertyhere}} with any of the following supported user properties:
- company Id
- phone
- role
- type
- first Name
- last Name
- name
- fullName
For example, you can use https://yourwebsiteurlhere.com/?user={{user.firstName}} to pass the user's first name in the URL.