Customer Gift Send Portal

Customize landing page where customers can select gifts

Loan Officers, Admins, and Super Admins can create & edit

Access

Additional sidebar item

named “Plus Pages”

Admins & Super Admins choose the Loan Officer they wish to create a Plus Page for

Loan officers go right into the experience

Setup

User names their Plus Page

User adds item to the Plus Page

Similar to 0:53 on this video:
https://www.loom.com/share/49164a941b924a44a52cbbce8a1691ec

Choose the template to attach to orders

Upon creation, a dynamic url is created for that specific Plus Page, for that specific Loan Officer

I would ideally like for this to create (or updated) a recipient as the order is created.

Potential Issues

I would ideally like for this to create (or updated) a recipient as the order is created.

If that’s not possible, maybe this is a better solution:

One plus page per Loan Officer (no need to name it) that creates a unique URL, with URL queries that pull recipient data into a hidden form

The Loan Officer would then send each recipient the link that’s specific to them (need a ‘copy Plus Page link’ button for each that copies the link to the clipboard)

Desired Customer Experience

Customer clicks the link that is provided to them

Customer selects the product

Customer fills out Name, Address, Phone, Street Address, Address 2 (optional), City, State, Zip fields(if recipient creation is not possible, then we would skip this part)

Customer clicks ‘Order’