Integration & Technical Documentation

Account Creation & Tier Activation

Access to the Plan58 portal and embedding tools is determined by your subscription tier:

• Free Tier: Requires standard email verification to activate your account and access the portal.

• Pro & Growth Tiers: Activation occurs immediately following successful payment processing via Stripe checkout. Upgrades from Free to paid tiers can be executed at any time within the portal.

Terms of Service

Upon your first login, you must review and accept the Plan58 Terms of Service before accessing the dashboard. Your acceptance is digitally timestamped and recorded against your user profile.

The Customer Portal

The customer portal is the central hub where you can register your domain, copy the embed code, configure lead routing, adjust calculator appearance and build hosted landing pages on p58app.co.uk

The embed code is available to all via the customer portal, simply login and copy the code from the Embed Code section.

Responsive Implementation

Do not use height, max-height, or overflow: hidden for the container. To ensure calculators render correctly on mobile devices without double scrollbars, wrap the embed in a responsive container.

<style>
  .p58-calculator-wrapper {
    width: 100%;
    min-height: 600px;
    margin: 0 auto;
  }
</style>

<div class="p58-calculator-wrapper">
  <script
    src="https://plan58.co.uk/scripts/embed.js"
    data-simulator="pension-bridge"
    data-base-url="https://plan58.co.uk"
    data-page="/pension-bridge"
  ></script>
</div>

Free Tier Embeds

The Free tier is designed for content creators, bloggers, and educational sites. It permits unlimited embeds across 1 verified domain.

• Feature Limitations: Lead capture forms, appearance settings and hosted landing pages are disabled.

• Plan58 Backlink: Free tier embeds automatically include an attribution link to plan58.co.uk.

Pro & Growth Tier Embeds

Paid tiers remove the Plan58 attribution link, activate lead routing and allow brand customisation, as well as gaining access to hosted landing pages, multiple domains and FCA verification.

To ensure a robust integration, every account, including Free Tier, is automatically provisioned with one Pro Sandbox Domain.

Sandbox Purpose

Use this isolated environment on your staging or development server to test webhook JSON payloads, lead emails, preview appearance customisations, test hosted landing pages and verify FCA dynamic banner rendering.

It can also be used to test out Pro features before upgrading from the Free tier.

Before setting up Pro features, all target domains must setup either an FCA regulated or non-regulated profile. 

The type of profile determines the functionality of some features and the transparency messages displayed on hosting landing pages. For example, FCA registered verified customers can edit the text on buttons, whereas non-verified profiles must select from pre-defined text.

FCA Verification

To register as an FCA regulated firm, you must provide your Firm Reference Number (FRN). Plan58 queries the FCA API directly to verify your firm’s status. Your domain will not be approved as "Regulated" until this API check passes and you verify an email sent to the firms registered domain.

Unregulated Entities (e.g., Blogs, Portals):

Select the "Unregulated/Educational" profile.

Plan58 is designed to connect seamlessly with your existing tech stack, whether you use a sophisticated CRM via Zapier/Make.com, prefer email leads, or simply need a custom button to link to your bookings page or contact form.

Email Notifications

Email notifications are set on a per calculator basis. Simply select Email from the Lead Routing settings in the Customer Portal and enter the destination email address.

Custom Call-to-Action

You can also bypass Plan58 forms entirely by replacing the lead capture with a Custom CTA button, redirecting prospects directly to an external booking page (e.g., Calendly) or internal contact form.

Webhook Integration

Capture leads and instantly fire an HTTP POST request to Make.com, Zapier, or a custom CRM endpoint. Plan58 does not store failed payloads or queue retries; ensure your endpoint is active.

Sample JSON payload:

{
  "meta": {
    "calculator_name": "Test Calculator",
    "page_url": "https://example.com/calculator-page",
    "submitted_at": "2026-06-25T13:31:15.3467952+00:00"
  },
  "lead_details": {
    "first_name": "Test",
    "last_name": "User",
    "email": "[email protected]",
    "phone": "01234567890",
    "contact_preference": "email"
  },
  "marketing_data": {
    "utm_source": "test_source",
    "utm_medium": "test_medium",
    "utm_campaign": "test_campaign",
    "utm_term": "test_term",
    "utm_content": "test_content",
    "gclid": "test_gclid_12345",
    "fbclid": "test_fbclid_12345",
    "li_fat_id": "test_lifatid_12345"
  }
}

Pro & Growth Tier Hosted Lead Pages (Zero-Code)

If you lack developer support, cannot edit your website's HTML, or are running direct paid ad campaigns, utilize our Hosted Lead Pages.

• Infrastructure: Pages are hosted on p58app.co.uk. This isolates the complex calculator scripts from your main domain's environment, ensuring zero conflicts with your existing website code.

• Deployment: Simply copy the unique URL from your portal and link to it from your marketing emails, social media profiles, or "Calculate Now" buttons on your main site.