Last updated October 2024
Step 1: Sign Up to Boardwalk
- To get started, sign up using this link: https://app.boardwalk.marketing/sign-up.
Step 2: New Activation Email
- Wait for the Activation email before attempting to login.
- If you don’t get the email, reach out to your Boardwalk rep.
Step 3: Sign In
- Activated users can login to the Boardwalk Portal by visiting: https://app.boardwalk.marketing
- The login page will allow active users to sign in using Google or by using their Email Address.
- Select your preferred method and click continue in order to access the portal.
** Please note: Clicking the signup hyperlink is only meant for users who would like to activate a new company account. In the event you would like to add new users to your account, you may do so within the portal. **
Adding Users
- The admin can add new users directly through the portal.
- https://app.boardwalk.marketing/settings/users
Step 4: Choose a Domain and Set up a Landing Page
- Purchase a domain through your preferred provider or use a domain you already own.
- Setup your website / landing page with header, footer, and space for the Boardwalk code.
- Copy and Paste your Boardwalk Flow’s embed code to your site to go live.
Step 5: Plan your Site Flow
- Determine what kind of site you want to run.
- Are you focusing on a simple offer wall, surveys, or do you want a more complex flow that captures forms. Consider finding example flows to guide your setup.
Step 6: Select your Vertical
- Decide which verticals to target (insurance, government grants, debt, finances, home services, etc.). Start broad to measure audience preferences, then narrow down based on data.
Step 7: Find Offers
- A lot of offers integrate well with Boardwalk. We can support TCPA, affiliate network offers, surveys, lead gen flows , and more.
- If you need specific examples or recommendations for types of offers that work best in your vertical, feel free to reach out, we can share insights and help.
- We recommend having a minimum of 5 to 20 offers.
Step 8: Import your Offers to Boardwalk
- Just navigate to the Offers menu located in the header bar and follow the steps to add, import or update your offers with ease.
- We provide an Excel template to fill REQUIRED INFO: Offer Name, short description, Offer URL, Payout type, Payout Amount.
- You can build your offer’s creatives by adding your header language, body text and button texts in the same Excel sheet.
Step 9: Postbacks and Pixels
- Let us know what kind of tracking platform and pixels you would like to implement.
*Please note, although optional to get started, postbacks are helpful for revenue optimization.
Schedule a Working Call with our Team
- Boardwalk Services Team is here to assist you in building your first flow.
- Just go through the steps above in order to get you started as fast as possible.