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Web person launch handoff

Use this packet when a website manager, freelancer, agency, or internal web person needs to install Porchlight or unblock launch.

What to send

Send one message with everything they need:

  • The live website URL where Porchlight should appear.
  • The CMS or website platform.
  • The Porchlight snippet from Settings -> Launch.
  • The org slug.
  • Any customer-owned consult URL, such as https://book.example.com/site-visit.
  • The launch date or deadline.
  • The best contact for quick questions.
  • Links to the widget install guide, widget not showing checklist, and CSP guide.

Copy-ready email

Subject: Add Porchlight to our website

Hi,

We are launching Porchlight for website consult intake. Please add the snippet below before the closing </body> tag on the live site, preferably site-wide.

[Paste Porchlight snippet here]

Please keep the script src, data-org, data-source, and async attributes unchanged. After publishing, clear any CMS or CDN cache and send us the live page URL where you tested it.

If the site has a Content Security Policy, please allow https://porchlight.cymbalabs.com for the script, frame, and connect directives.

After install, we will open the bubble, send a test message, and confirm the lead reaches the Porchlight Inbox.

Thanks.

Web-person checklist

  1. Paste the snippet before the closing </body> tag.
  2. Publish to the production site.
  3. Clear CMS, theme, plugin, and CDN cache.
  4. Confirm the snippet is not duplicated.
  5. Add CSP allow rules if the browser blocks Porchlight.
  6. Confirm the exact website host is saved in Porchlight Settings -> Branding.
  7. Open the bubble and send a test message.
  8. Confirm the Porchlight team sees the test in Inbox.

What not to do

  • Do not change the org slug.
  • Do not remove async.
  • Do not put the script only on a preview page unless that is the agreed launch path.
  • Do not iframe Porchlight manually. Use the snippet or hosted intake URL.
  • Do not remove the customer's existing contact forms before the pilot is proven.

Send Porchlight this context

If the web person is blocked, open support and include:

  • The web person's notes.
  • The live page URL.
  • The CMS or hosting provider.
  • Any browser console error.
  • Whether they changed CSP, cache, redirects, or DNS.