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Running ProcessesEmbedding a Process

Embedding a Process

You can embed a NextStep process directly into your website, portal, or internal tool using an iframe. This lets users start and complete processes without leaving your site.

Getting the Embed Code

There are two types of embeds available:

Process Embed

To embed a specific process:

  1. Go to Run a Process from the sidebar.
  2. Select the process you want to embed.
  3. Click the Embed in your website accordion at the bottom of the modal.
  4. Copy the HTML snippet.

The generated code looks like this:

<iframe
  id="nextstep-abc123"
  src="https://getnextstep.io/run/abc123"
  width="100%"
  height="1080"
  frameborder="0"
  style="border:none;">
</iframe>

Dashboard Embed

To embed your full team dashboard:

  1. Go to Manage > Team.
  2. Scroll to the Website Embed section.
  3. Copy the HTML snippet.

To embed a specific process rather than the full dashboard, use the embed code from the Run a Process modal instead.

How It Works

  • The embed uses a standard HTML iframe with a fixed height of 1080px and 100% width.
  • Users can start and complete the process directly inside the iframe.
  • If guest access is enabled, users don’t need a NextStep account — they just enter their name and email.
  • The process must be published for the embed to work.

Custom Titles

If you set a custom title when configuring the run, it will be included in the embed URL as a query parameter. This lets you customize the title users see without changing the original process.

White-Label Embeds

If your team has a custom subdomain (e.g., yourcompany.getnextstep.io), the embed code will automatically use your branded URL.

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