Access protection allows you to protect your content and events so only a select group of people can access it, based on them having a valid email address or email domain based on an allowed list. This will allow you to share more confidential information with prospects, customers and employees in a content track or a VEX event without the worry of someone viewing it who shouldn’t be.
Set up access protection
To begin using access protection, complete the following set-up steps.
First you’ll define allowed lists of people who can access specific PathFactory experiences.
- Select Gear > Access Protection.
- Select an existing group you wish to modify or add a new group. Each group is an allowed list that you can apply to experiences you build in PathFactory.
You can apply one or more groups as allowed lists to specific Content Tracks, Explore Pages, or VEX Events. Maintaining clear groups with obvious purposes keeps things organized and helps multiple users know which group to apply to the experience they’re building. Examples of common groups are a list of customer email domains, a list of registrants for an event, or specific email addresses of decision makers in a sales cycle.
- Add the email addresses or domains of the individuals you would like to grant access to, by clicking Add Domain. In the dialog that opens, you can add by manually typing it in or pasting a comma or space separated list into the input field.
When you are finished, click Add Domain to lock them in. You can edit or delete these values at any point.
Note: You can edit or delete these values at any point. Anyone who has an email address in the Domains list or the Email Address list will be able to access the content. In the example above, when Katie’s Group is added to a content track or event, anyone with a PathFactory.com email will be able to access as well as email@example.com.
Customize the language
Once you have setup your groups, you can setup your languages for the messages visitors will receive when there is access protection applied to a content track or event.
- Select Gear > Languages.
- On the screen that opens, select the Access Protection tab.
- In the left sidebar, select the language group your experiences will use.
- Customize all the messages a visitor might encounter on the landing page and in the confirmation email.
Let’s review each message type for the landing page.
- Title: The title a visitor will see when they try to access a protected track/ event
- Email Success Message: The message a visitor will see when they have entered an email address that is in the list of email address/ domains entered in the group
- Email Failed Message: The message a visitor will see when they enter an email address that doesn’t exist in the group list
- Unauthorized Email Message: The message a visitor who is not a member of the allowed group will see
- Email Confirmed Message: The message a visitor will see when they have already gained access to the track/ event and need to go to their email to click the link to access
- Email Instruction Message: The message a visitor will see when they try to access a protected track/ event Email Body Content: The message a visitor will get in the email they receive for successfully gaining access to the track/ event
- Helper Message: The message that appears when a visitor is trying to access a track under the button to help them through the process
Let’s review each message type for the confirmation email.
- Header Text: Copy for the header of the email’s body content. This is not the subject of the email.
- Body Content: Copy for the body of the email.
- Button Text: Label for the button visitors must click in the confirmation email.
Customize the appearance
Determine the look and feel of the message. You have extensive options to control the design, appearance, and branding of your access protection emails for tracks, microsites, and VEX sessions. Customization will help to ensure your visitors feel confident engaging with both the form and automated email link that is sent to access your experiences.
- Select Gear > Appearances.
- From the on-page navigation, select Access Protection. You may have to select More to see this option.
- From the left sidebar, select the appearance your PathFactory experience will be using.
- Work through all the options, customizing the font and colors of the landing page message and email. The live preview on the left updates with your choices.
- When you’re happy, select Save Access Protection Settings.
Customize sender name
Finally, you can customize the sender name of the confirmation email. By customizing the name, your visitors can clearly see who the email is from and feel comfortable engaging with it.
Note: To do this, your sender email domain must first be set up by PathFactory support.
- Click on your login name in the top right of the screen. Then click Organization Settings.
- From the on-page navigation, select Access Protection tab. (You may have to select More to see this option.)
- In Sender Name, enter your desired name.
- Select Save.
Add access protection to a PathFactory experience
Once configured, you have to add access protection to your PathFactory experiences.
Add to a content track
Navigate to your content track. In the left sidebar, under Track Settings, set the language and access protection.
Add to a VEX event
In a Virtual Event, select your event, click the Event Setup tab, scroll to the bottom of the page and add the language:
and then add the group(s) you wish to restrict the event to, then click Save.
When someone tries to access a PathFactory experience with access protection, they see a message telling them they don’t have access to this asset.
If they submit an email address address that is in the allowed group, they receive the confirmation message (customizable – see above) and must navigate to their email inbox where they will find an email from support (firstname.lastname@example.org) with the link to access the experience.
The visitor must click this link to validate that they are the owner of the email address. Once they click the link in the email they will gain access to the experience.
If they enter an email address that is not in the access protection group(s) you’ve selected, they will get a warning message and will have the ability to try again.