How to Embed Content on Dashboard

Our embed widget object empowers you to seamlessly integrate a wide range of online content into your CRMX dashboards using iframes. If a platform supports embedded content, you can effortlessly display it within your dashboards. This feature enables the inclusion of various elements like web pages, Google Data Studio Reports Google Docs,  slideshows, calendars, Loom videos, YouTube videos, social media posts, feeds, and more.

Step 1: Dashboard

To get started, navigate to the Dashboard section and click on the Icon button

Step 2: Add Widget

Once you click on the Icon, the Add Widget button pops up, click on it to access the drop-down menu

Step 3: Objects tab

Click on the Object tab to access the Embed option

Step 4: Embed object

  • Enter your desired title.

Select the type

In the "Type" section, choose "URL" to embed a specific URL. Ensure the URL is fully qualified.

Note: When embedding content, only use a fully qualified URL and refrain from entering any other content.

If your source provides iframe code, select "IFRAME" in type and input the code in the text box.

  • Optionally, hide the title for the embedded widget by selecting "Hide Title" in advanced settings.

Click "Save" to apply the changes

Embedding different types of content:

1. Youtube

  • Add an Embed object, then add the video's ID number (found after /video/ in the URL) to https://www.youtube.com/embed/
  • For example, if your YouTube URL is https://www.youtube.com/watch?v=bFTIQDCvIrc, then copy the video ID "bFTIQDCvIrc" and add it to https://www.youtube.com/embed/. So your final URL will be https://www.youtube.com/embed/bFTIQDCvIrc

2. TikTok videos

  • Add an Embed object, then add the video's ID number (found after /video/ in the URL) to https://www.tiktok.com/embed/

2. Instagram Posts

  • Get the shareable link for your Instagram post.  You'll get a link similar to this: https://www.instagram.com/p/C04TE0DsEkW/?utm_source=ig_web_copy_link
  • You'll need to replace ?utm_source=ig_web_copy_link with /embed/. The URL should look like this afterward: https://www.instagram.com/p/C04TE0DsEkW/embed/
  • Add this final URL to your embed object configuration.

Note: 

  • Some platforms or websites do not allow their content to be displayed in an iframe.

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