Embedding AgencyAnalytics via iFrame
An iFrame (inline frame) is an HTML element that loads another webpage within a host page. By embedding an iFrame, you can give clients access to your AgencyAnalytics environment right from an existing page on your website. This lets clients sign in quickly and view dashboards and reports without ever leaving your site.
Let clients sign in to AgencyAnalytics from a page on your own website
Display dashboards and reports without redirecting clients to a separate domain
Combine with the API to automate account creation and cl
Before You Start
You'll need to connect with a web developer to implement your custom iFrame. The AgencyAnalytics support team is not trained in web development and can't help troubleshoot iFrame issues
You'll need a custom URL (white label domain or subdomain) already set up, since Staff and Clients will use this same URL to sign in through the iFrame
Setting Up the iFrame
An iFrame needs a URL to determine which page it loads. Since this iFrame is for your Staff and Clients, use the same custom URL they already use for sign-in.
Step 1: Go to the Users page in your AgencyAnalytics account.
Step 2: Find your custom URL at the top of the page. It's highlighted in your brand color.
Step 3: Click Copy to copy the custom URL.
Step 4: Give this custom URL to your web developer to use in the iFrame's HTML. In the sample code below, replace "reports.myagencywebsite.com" with your own custom URL:
<iframe src="https://reports.myagencywebsite.com"
style="height:100%;width:100%;border:0;"></iframe>
Using your custom URL in the iFrame ensures it displays the same login page your Staff and Clients already recognize. When choosing where to place the iFrame on your website, we highly suggest using a secure (authenticated) page.
Using the iFrame
Once your web developer has customized and embedded the iFrame, it's ready to go. There's nothing to change or enable on the AgencyAnalytics platform to make it work.
Staff and Client users can sign in via the embedded login page, which appears exactly as it would when visiting your custom domain directly.
If your subscription allows it and you have help from a web developer, you can also automate account creation and client login using the AgencyAnalytics API.
What’s Next
Set up your custom login URL by reading Set Up a White Label URL, Custom Domain, or Subdomain
Match your branding by reading Customize Dashboard Colors
Learn how to add and manage users by reading Create and Manage Users
💬 Need additional help?
If you have any questions, please contact our friendly support team by following these instructions! We're available 24/5 to help 😄