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White Swan for Partners
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  • White Swan for Partners Knowledge Base
  • ðŸ’ĄPlatform Overview
    • Introduction to White Swan for Partners
    • Platform Capabilities
      • Digital Insurance Experiences
      • Supported Product Types
      • Supported Solution Types
      • Best-Interest Philosophy
      • Client Success Managers & Advanced Planning
    • Quick Start Guide
    • Using the Platform
      • White Labeling
      • Instant vs Custom Quotes
      • Page Types Overview
      • Sharing Pages
      • Customizing Pages
      • Custom Cases
      • Tracking Cases
      • General Company Settings
      • Policy Solve For Options
    • Client Experience
      • Guided vs Quick Quote Flow
      • Policy Type Recommendation Engine
      • Sample Plan Visualizations
      • Personal Plan Requests
      • Personal Plans
      • Applications
      • Underwriting & Issuance
    • Page
    • Plans to Access Platform
      • Concierge Plan
      • Digital Agent Plan
      • Innovator Plan
    • Instantly Quotable Carriers/Policies
    • Earnings
      • Understand Life Compensation & Our Philosophy
      • Activating Earnings
      • Licensing Considerations
      • Tracking Earnings
    • Platform Roadmap
    • Submit A Feature Request
  • ðŸ’ŧEmbedding White Swan
    • Overview of White Swan Embed
    • Quick Start Guide
    • Using Embed + API/Zapier
  • ⚡Zapier Integration
    • Overview of Zapier Integration
    • Quick Start Guide
    • Example Use Cases
      • Integrate With CRMs
      • Integrate With Accounting/Payroll Tools
      • Integrate With Marketing Platforms
      • Integrate With Business Intelligence/Analytics Tools
      • Integrate With App/Website Builders
    • Data Formatting Standards
    • Triggers
      • New Plan Request Started
      • Plan Request Finished
      • New Personal Plan
      • New Change Request
      • New Application Started
      • Application Finished
      • New Plan Offered
      • New Plan Delivered
      • New Earnings Event
    • Create Actions
      • Start Personal Plan Request
      • Submit Complete Plan Request
      • Create Pre-Fill Information
    • Search Actions
      • Plan Request(s)
      • Personal Plan(s)
      • Referred Client(s)
      • Account User(s)
      • Earnings Event(s)
    • Using ChatGPT To Create Zaps
  • âœĻAI Landing Page Builder
    • Overview of AI Landing Page Builder
    • Generate Landing Pages With AI
    • Editing Landing Pages
  • ⚙ïļAPI Documentation
    • Overview of White Swan's API
    • Authentication
    • Data & API Standards
    • Webhooks
      • Creating/Managing Webhooks
      • New Plan Request Started
      • Plan Request Finished
      • New Personal Plan
      • New Change Request
      • New Application Started
      • Application Finished
      • New Plan Offered
      • New Plan Delivered
      • New Earnings Event
    • Action Calls
      • Start Personal Plan Request
      • Submit Complete Plan Request
      • Create Pre-Fill Information
    • Information Calls
      • Plan Request(s)
      • Personal Plan(s)
      • Referred Client(s)
      • Account User(s)
      • Earnings Event(s)
  • â›ģBackNine Integration
    • Overview of BackNine Integration
    • Quick Start Guide
    • Capabilities
      • Instant Quotes
      • Instant Applications
      • Case Support
  • ðŸ’đWealthbox Integration
    • Overview of Wealthbox Integration
    • Quick Start Guide
    • Capabilities
      • Import Contact from Wealthbox
      • Search Wealthbox Contacts in White Swan
      • Start a Plan Request
    • Notification Settings
  • Other Direct Integrations
    • Paperclip
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  1. Embedding White Swan

Quick Start Guide

PreviousOverview of White Swan EmbedNextUsing Embed + API/Zapier

Last updated 1 year ago

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Watch a (3 minutes) as a step-by-step guide to embedding White Swan on your website/app.


Setup Directions:

  1. to your White Swan Partner account.

  2. From your Partner dashboard, select General Pages or Product Specific Pages to locate the page you want to embed.

  3. Select </> Embed for your chosen page.

  4. From the popup menu, select Embed Settings to customize the background color and font to match your website/app.

For custom fonts, ensure you upload both a regular and a bold version of your font. To easily locate local fonts, utilize Font Book on Macs or Fonts in the control panel on Windows. We support various font formats, including woff2, woff, eot, svg, otf, and ttf. For optimal performance, use woff2 fonts if available.

  1. Press Copy Embed Code.

  2. Visit your website/app editor Paste the embed code in an HTML element. We recommend placing the embed below a header that is consistent with your website's other pages. Additional content, such as a footer, may be included below the embed if desired.

Platforms like WordPress, Squarespace, Webflow, or Wix allow for code insertion using elements labeled "Custom HTML", "Custom Code", or "Code Block". For platforms with an option to "Display as an iFrame", such as Bubble.io, choose this option.

  1. Publish the the embed changes in your website editor.

  2. After the embed feature is live, link to the embedded page from your homepage, product pages, marketing funnels, and blogs/social media.

Huzzah! Your embed is complete! For a more tailored experience, you can create custom embeds with our .

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