Dashboard
Overview of your pipeline
All Surrogate Applicants
47 total
| Name | State | Age | BMI | Application % | Submitted | Source | Flags | Status |
|---|
Egg Donor Registry
5 donors
| Name | Age | Ethnicity | Hair | Eyes | Education | Donations | CMV | Status |
|---|
Intended Parents
4 families
| Name(s) | Location | Journey Type | Embryo Status | Attorney | Budget | Surrogate Match | Status |
|---|
Surrogate Pipeline — All Stages
All Matches
0 total
Appointment Types — Share Links
Click to expand — share booking links with surrogates, donors, and IPs
Month Year
Your Shareable Booking Links
Share these with surrogates, donors, and intended parents to self-schedule
7 types
Preset Themes
Click any theme to apply across every page including the login screen.
Color Wheel
Pick any exact color — full palette auto-generates and updates live across all pages.
Pick any color
Buttons, sidebar, active states, highlights, borders — all auto-generate from your pick.
#DC2626
Background & Text Colors
Customize every background and text color across all pages. Updates live as you pick.
Quick Color Schemes — click to apply all 6 at once
Holiday Themes
Auto-show a colored greeting banner at the top of the dashboard on major holidays (New Year's, Valentine's, Easter, July 4th, Halloween, Thanksgiving, Christmas, and more). Appears and disappears automatically — just like Google's holiday doodles.
Supported Holidays
My Custom Themes
Saved palettes — click to apply instantly.
Build Multi-Color Palette
30-Day Email Sequence
Automated emails sent to new profiles over their first 30 days. Click any card to edit.
DAY
1
Welcome — Application Received
DAY
3
What to Expect Next
DAY
7
One Week In — Profile Reminder
DAY
14
Two-Week Check-In
DAY
21
Three-Week Update
DAY
30
30-Day Follow-Up
30-Day SMS Sequence
Automated texts sent to new profiles over their first 30 days. Click any card to edit.
DAY
1
Welcome Text
DAY
3
Day 3 Check-In
DAY
7
Profile Completion Nudge
DAY
14
Two-Week Check-In
DAY
21
Scheduling Reminder
DAY
30
30-Day Re-Engagement
RANGE
Account
Users & Permissions
Claude AI
Tracking & Pixels
Agency Branding
Your logo and name appear on the admin dashboard and surrogate questionnaire.
Add Logo
Admin Account
Your Profile
Name
Display Email
Change Login Email
We'll send a confirmation link to the new address. Your login won't change until you click that link.
Current password
New login email
Change Password
Use at least 8 characters. You'll stay signed in on this device.
Current password
New password
Strength: —
Confirm new password
Manage who has access to SurroHub and what they can do.
| Name | Role | Status | Calendar | Last Login | Actions |
|---|
Permission Levels
Owner
Full control. Manages everything, including Super Admins. Only removable by the platform administrator.
Super Admin
Full access to data, settings, and team management. Cannot remove the Owner.
Admin
Full data access including settings. Cannot manage users or delete records.
Intake Coordinator
Same access as Admin. Named differently for staff role clarity.
Access Matrix
| Feature | Owner | Super Admin | Admin | Coordinator |
|---|
Claude AI Assistant
Configure your agency's AI assistant. Knowledge below is included in every Claude conversation so it can answer questions about your agency accurately and take action on behalf of users.
Agency Knowledge Base
Fill in as many sections as apply. Every paragraph here is injected into Claude's system context — the more detail you provide, the better it answers user questions.
About the Agency — history, mission, what makes you different
Locations Served
Office Hours / Contact
Compensation & Pricing — surrogate compensation, IP fees, what's included
Requirements & Qualifications — surrogate & donor eligibility criteria
Coordinators & Team — who handles what, who to route to
Process & Timeline — what happens at each stage, typical durations
Common Questions & Answers — anything that comes up over and over
Policies, Legal, & What Not to Discuss — guardrails on what Claude can/cannot answer
Actions Claude Can Take
Tools the AI can invoke for users. Toggling on enables it for the SMS first-responder + admin assistant. Each tool calls the corresponding backend endpoint scoped to the requesting user.
Prompts & Model
Setup Guide (PDF)
Step-by-step instructions for connecting Meta, Google Analytics, Google Ads, TikTok, and Tag Manager.
Pixel and tag IDs entered here are injected into the surrogate application form and intended parent inquiry pages — not the admin dashboard itself. This lets you track conversions, retarget visitors, and measure ad campaign performance directly from your agency's public-facing pages.
Google Tag Manager
Manages all your Google tags in one place — GA4, Ads, and more
Not connected
Found in Google Tag Manager under Admin → Container Settings. Format: GTM-XXXXXXX
Google Analytics 4
Track page views, events, form submissions, and user behavior
Not connected
Found in GA4 under Admin → Data Streams → your stream. Format: G-XXXXXXXXXX
Meta Pixel (Facebook & Instagram)
Track conversions from Facebook/Instagram ads and build retargeting audiences
Not connected
Found in Meta Events Manager → your Pixel → Settings. It's a 15-16 digit number.
Server-side tracking via CAPI improves accuracy when browser ad blockers are present.
Lifecycle Conversion Events (CAPI)
Fire Meta server-side events as leads progress through your pipeline stages
Ready
Each row maps a CRM status change to a Meta event. When a lead reaches that stage, SurroHub fires a server-side event to Meta with hashed PII. Toggle rows off to disable. Events use the same Pixel ID and CAPI token from the section above.
Test Event Code (optional)
Send to Meta's Test Events viewer instead of production. Generated in Events Manager.
Google Ads Conversion Tracking
Track which Google Ads campaigns drive surrogate applications and IP inquiries
Not connected
Format: AW-XXXXXXXXXX
Found in Google Ads → Goals → Conversions
TikTok Pixel
Track conversions from TikTok ads and build lookalike audiences
Not connected
Found in TikTok Ads Manager → Assets → Events → Web Events
Custom Script
Paste any other tracking snippet — LinkedIn Insight Tag, Hotjar, Heap, Crisp, etc.
Not added
Active Pixels & Tags
No pixels connected yet. Add your tracking IDs above and click Save & Activate.
Support Inbox
Tickets submitted from any portal user (surrogates, donors, IPs) or this admin dashboard. Submissions hit instantly via the local sync bus.
0 tickets