PartnerHQ allows you to embed external web content directly within tasks and resources. This eliminates the need for partners to leave the platform to view important information such as calendars, videos, forms, or documents.
There are two supported ways to embed content:
- Task-Level Embedding – Embed a single webpage that all partners see when opening a task
- Iframe Custom Fields – Embed personalized content for each organization using the Results Grid
Task-Level Embedding (Go To Link)
What It Does
Task-level embedding allows you to display an external webpage directly within a task. Partners see the content in a full-width embedded frame without leaving PartnerHQ.
How to Configure
- Open the task you want to edit
- Enable the Go to Link option
- Enter the URL of the webpage you want to embed
- Check Embed webpage within PartnerHQ
- (Optional) Add instructions that appear above the embedded content
- Save the task
When to Use Task-Level Embedding
This option is best when all partners should see the same content, such as:
- Shared calendars (Google Calendar, Teamup, Calendly)
- Training videos (YouTube, Vimeo, Loom)
- Reference documents (Google Docs, Google Sheets)
- External forms that all partners must complete
Important Notes
- The embedded URL is the same for all partners
- Some websites block iframe embedding for security reasons
- If embedding fails, partners will see a button to open the link in a new browser tab
Iframe Custom Fields (Per-Organization Embedding)
What It Does
Iframe custom fields allow you to embed different content for each organization. This is ideal for personalized content such as individual scheduling links, custom reports, or organization-specific documents.
How to Configure
Step 1: Add an Iframe Field to a Task or Resource
- Open the task or resource you want to edit
- Navigate to the Custom Fields section
- Click Add Field
- Select Iframe as the field type
- Enter a descriptive name (for example, Partner Calendar or Custom Report)
- Save the task or resource
Step 2: Populate Content Using the Results Grid
- Navigate to the task or resource
- Click the Results Grid (spreadsheet icon)
- Locate the column for your iframe field
- Paste the embed code for each organization
The grid saves automatically as data is entered.
Example Embed Code
<iframe src="https://calendar.google.com/calendar/embed?src=..." width="100%" height="100vh" frameborder="0"></iframe>Getting Embed Codes
Most external services provide an Embed or Share option that generates iframe code.
| Service | How to Get Embed Code |
| Google Calendar | Settings → Integrate calendar → Embed code |
| YouTube | Share → Embed → Copy code |
| Vimeo | Share → Embed → Copy code |
| Google Docs / Sheets | File → Share → Publish to web → Embed |
| Calendly | Share → Embed → Copy inline embed code |
| Airtable | Share view → Create embed link |
| Typeform | Share → Embed in a web page |
What Partners See
When a partner opens a task or resource:
- Embedded content appears inside a bordered container
- Content is specific to their organization
- If no embed code exists, a placeholder message is shown
Allowed Domains
For security reasons, only approved domains may be embedded. Note: If you need to embed content from a domain not listed above, contact support to request approval.
| Service | Domain |
| Teamup Calendar | teamup.com |
| Google Calendar | calendar.google.com |
| Microsoft Outlook | outlook.office365.com, outlook.live.com |
| Calendly | calendly.com |
| YouTube | youtube.com, youtube-nocookie.com |
| Vimeo | vimeo.com, player.vimeo.com |
| Google Maps | maps.google.com, google.com |
| Airtable | airtable.com |
| Google Docs / Sheets / Slides | docs.google.com |
| Google Forms | forms.gle |
| Typeform | typeform.com |
| Loom | loom.com |
Best Practices
- Use Descriptive Field Names: Choose names that clearly explain the embedded content. Example: Your Scheduling Calendar instead of Calendar.
- Test Before Bulk Entry: Test embed codes with one organization before adding them for all partners.
- Use Privacy-Enhanced YouTube URLs: When embedding YouTube videos, use youtube-nocookie.com for better privacy compliance.
- Set Appropriate Dimensions: For best results: Use width=”100%” and set height between 400–600px.
- Consider Mobile Users: Embedded content may behave differently on mobile devices. Preview tasks on mobile to ensure usability.
- Keep Instructions Brief: If adding instructions above embedded content, keep them short and action-oriented.
Troubleshooting
“No embed content has been configured”
No iframe code has been added for this organization.
Use the Results Grid to add the embed code.
Content Not Displaying
Check the following:
• The domain is on the approved list
• The full iframe code was pasted (including <iframe> tags)
• The content is shared publicly or set to Anyone with the link
“Refused to connect” or Blank Frame
The external service is blocking embedding.
Try using the service’s embed or share URL instead of a direct page link.
Example Use Cases
Personalized Scheduling
Give each partner a unique scheduling experience:
- Create an iframe field named Book Your Onboarding Call
- Paste each partner’s Calendly embed code into the Results Grid
- Partners book meetings without leaving PartnerHQ
Organization-Specific Dashboards
Embed custom dashboards or reports:
- Create filtered Airtable or Google Sheet views per organization
- Embed each organization’s unique view
Tiered Training Videos
Deliver different training content by partner tier:
- Use YouTube or Vimeo embeds
- Gold partners receive advanced training
- Silver partners receive standard training