You could use this to upsell a service, link to onboarding documentation, or just to promote your brand with a logo and link to your homepage. The possibilities are endless!
Here’s how to set this up yourself
For obvious security reasons Plutio doesn’t allow us to interfere with the code that runs the Plutio app in the browser. But, with a little help from Cloudflare, we can tag our own code onto the end of Plutio as it loads. This lets us add our own CTA (or other things!).
The process is pretty simple, with just a tiny bit of code required (which you can copy and paste below) and a few clicks. There a few prerequisites though:
- First off, you need to have the Plutio Whitelabel addon.
- Second, you need to have your custom domain set up, and that custom domain needs to be running through Cloudflare. The free account on Cloudflare is fine.
Assuming you meet the above requirements, there’s just a few steps to set it up.
- Share your task board with a public link that anyone can view. This help article will walk you through it if you’re not sure how to do that.
- Install the Add HTML app on Cloudflare.
- Add the code to display your Call to Action.
- Restrict the Add HTML app to just the URL of your taskboard so that it doesn’t slap this CTA over your entire website (that would probably not be what you want!)
And that’s all there is to it! Read on for the step by step guide in detail:
Step one: Sharing the task board
Share your task board from within Plutio. This help article walks you through it if you’re not sure how to do that. Make a note of the url to your task board, you’ll need it later.
Step two and three: Install the Add HTML app on Cloudflare and add your code
Login in to Cloudflare and select the domain name that your custom Plutio domain runs on. Once you’re in, choose the blue Apps tab from the top menu to get started.