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Configure the Project Finder Embed
Configure the Project Finder Embed

Configure and embed a Project Finder on your corporate site to direct traffic to your consultations

Gayathri Rajendiran avatar
Written by Gayathri Rajendiran
Updated over 2 weeks ago

The Project Finder allows you to embed a styled and dynamic list of projects into external websites, such as your corporate site.

A preview of the project finder

The Project Finder allows you to:

  • Easily embed your project list into external websites to increase project visibility.

  • Save time and streamline your cross-linking efforts, as newly published projects are automatically listed on your site.

  • Choose between Basic and Custom versions to tailor your solution.

  • Customize how site visitors can search for and filter projects through the embed.

  • Create multiple Project Finder embeds to tailor the project list for different websites.

How it Works

Once you embed the Project Finder in your corporate site, site visitors can browse projects and select them to be linked to your EngagementHQ site. You can create as many Project Finder embeds as necessary and embed them across all sites.

If you use the Custom version, you can configure the Project Finder to show your chosen search options, filters, and project card display. You can also set a pre-filter to show specific projects or add custom styling using CSS.

Please note the following:

  • You can create multiple Project Finder embeds but cannot delete them once created.

  • The Project Finder will only show projects, not hubs or static pages.

  • The Project Finder will show a maximum of 600 projects.

Configure and Embed the Project Finder

Once the Project Finder is enabled on your site:

  1. Go to Marketplace and select Project Finder.

  2. Select Edit Settings to see your configuration options and a preview.

    The edit settings button for the project finder
  3. Expand the menus to customize your embed. As you make changes, they will appear in the preview. Switch between the desktop, tablet, and mobile views to see how it will appear on different devices.

    a GIF of device switching in the project finder preview
  4. Save your embed and select Copy code.

    The copy code and save buttons for the project finder
  5. Paste the code snippet into the HTML of your corporate website.

  6. Select the back arrow next to Project Finder to see your list of embeds.

  7. Select an embed to edit it, or select New Project Finder to create a different embed.

    The project finder list where you can select the new project finder button

Configuration Options

There are five sections you can use to configure your Project Finder embed.

Search and Filter Strip

Choose which filters and search options are available on your Project Finder by toggling these settings. Each setting has a text field where you can rename the option.

  • Search: Allow users to search by keyword

  • Tags: Users can choose topics of interest by filtering using project tags

  • Year: Filter by the year the project was published

  • Status: Users can filter between Published and Archived project

  • Reset Button: Remove the button that users can use to reset their chosen filters

the search and filter strip configuration options

Project Card

Choose what information is displayed on each project card.

  • Image: Display the project image or site logo if no image is available

  • Image lazy load: If you have many projects, enable this to allow images to load as necessary instead of waiting for all other images to load.

  • Date format: Change the format of the project’s publish date. Please note that projects will display the date they were published.

  • Optional text: Add additional text to the project date; by default, this is blank

  • Name: Display the project name

  • Tooltip: Add hover text for the project name and tags

  • Description: Add the project description and specify the Max length in characters

  • Tags: Add the project tags as labels

  • Open project link in: Choose to open the link in a new or same tab. As most Project Finders are embedded on external sites, you may want to open them in a new tab so visitors can easily return to your corporate site.

You can also select Rearrange order to drag and drop options using the grey boxes.

the project card configuration options

Pagination

Pagination controls whether site visitors can browse projects by page or if the embed is one page. Toggle the Enable pagination setting on or off and use the text field to choose how many Projects per page display.

the pagination configuration options

Pre-filter Projects

Preset your filters to show a specific set of projects. This is useful if you use multiple Project Finders for different sites or different site sections. You can pre-filter:

  • Name must contain: Add a keyword that the project name must have to be included

  • Tag matches: Add which tags the project must have to be included

  • Publish year is: Specify the year that projects must be published

  • Status is: Specify if you want to show All, Published, or Archived projects.

the pre-filter projects configuration options

Other Settings

Set the remaining settings for your embed:

  • Link to CSS file: Add a link to a CSS file to add custom styling to your project cards. For example, if you want to use a custom font for the Project Finder, you need to add it through CSS.

  • Max number of projects: Specify the maximum number of projects to display in your Project Finder. Please note that this setting will override the Publish year is setting.

  • No projects to show - text: Specify the text that displays if there are no projects to list.

the other settings configuration options

If you want to learn more about the Project Finder, please contact our support team via chat or by emailing support@engagementhq.com.

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