Using the Platform

Navigating White Swan for Partners is designed to be intuitive, but to ensure you get the most out of our platform, this section provides a comprehensive overview of its basic functionalities. Here's what you can expect:

  1. Page Type Overview: Delve into the different categories of reusable pages on our platform, and learn about the differences between general pages and product specific pages as well as how company and individual pages work.

  2. Sharing Pages: Discover the myriad ways to share your content. Whether it's via email, text, social media, or embedding directly onto your website, we've got you covered.

  3. Customizing Pages: Tailor the platform to mirror your business needs and processes. From aesthetics to functionality, learn how to make White Swan truly yours.

  4. Custom Cases: Beyond reusable pages, delve into creating custom cases. These are uniquely crafted for individual scenarios and can be initiated directly from the platform or through Zapier and API integrations for added flexibility.

  5. Tracking Cases: Transparency is key. Easily track your clients' progress, access detailed data on their journey, and set up automations based on case progressions.

  6. General Company Settings: Learn how you can control general settings for your White Swan partner account.

For those looking to delve deeper into advanced functionalities, we have dedicated sections on Embedding White Swan, our Zapier Integration, and our Public API. Each of these sections provides in-depth insights, ensuring you can harness the full power of White Swan for Partners.

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