How it works
Who talks to whom, the three flows (setup, sign-up, log-in) and what happens without you.
Four parties take part: your user's browser, your server (it holds both keys), Happierleads (the API, and the screens served on your domain) and the embedded screen. Your users only ever talk to your app; your server is the only one that talks to our API.
Three flows, each on its own page with the diagram and the API calls in order:
Start here: one-time setup
Your domain, embedding on, your keys, and your existing clients. Once, before your first client.
Scenario 1: a client signs up
Your server creates their website, gives it a trial, then their first page opens the install screen.
Scenario 2: a client logs in
Nothing is created: your server asks for a one-time link and the leads open.
What happens without you
You don't need to call us for these:
- Monthly renewal: on
refreshOnDatethe leads refill to the plan's number and the date moves on a month. - Trial end: the leads go to 0 and tracking stops, unless your webhook switched them to paid.
view: "auto": opens the install screen until the pixel works, then their leads.- Session length: a screen stays open as long as your Embed settings say (1 week by default), then sends
session-endedto your page.
Quickstart: your first embedded screen
In about 10 minutes, see one of your own websites inside a local page, before writing any real integration.
Start here: one-time setup
Once, before your first client: your domain, embedding switched on with your keys, and a website for every client you already have.