PAGES: Creating a Portal Page

What is a Portal Page?

Portal Page is a page that can be created, filled with information and resources (images, useful links, etc), and assigned to specific Contacts in your installation. They can be assigned to one, some, or all Contacts (excluding Leads). You can use Portal Pages to share information, display announcements, photos, videos and much more!

These Portal Pages can be accessed by any Contact whom is assigned to it. Multiple Contacts assigned to a Portal Page will see the same thing, except that any Dynamic Data Placeholders being used will generate unique, personalized information depending on who is viewing it.

How to Create a new Portal Page

To create a new Portal Page, navigate to Pages >  Portal Pages > Add New Page.

This Pages Menu Item functions differently for Contacts, which you can read about further below.

General page Assignments & Details

Assign User(s) and/or Circle(s) to grant access to view this Portal Page. To quickly create a new Circle, click the +Add Circle button.

If you check the Allow all logged-in Clients/Prospects to access this Page box, any Contact with access to the Portal will be able to view this Page. This applies to all current Contacts and any Contacts that are added in the future.

Set where this Page will show in the Menu

Category / Menu Group: This is the title of the (expandable) Mid Sub-Level Item that your Page will be nested within. For example, if we name this Menu Group "Account", your Contact will navigate to Pages > Account to reveal the link to your Portal Page.

Page Title: The full title that your Contact will see while viewing the Page. This is not to be confused with the Menu Title, which is how it is named in the Menu.

Menu Title: This is the name of the Sub-Level Menu Item that when clicked, will bring your Contact to this page. For example, if we name this Menu Title "Product A" and we've named the Menu Group from earlier "Account", your Contact will navigate to Pages > Account > Product A.

IMPORTANT: The Client-side Pages menu is Auto-Generated and Auto-Organized based on the Admin's configured settings. If a Client does not have Portal Pages assigned, then they WILL NOT see the Pages menu in their navigation.

Edit Page Content

Begin by choosing either the Block Editor or the Article Editor. Both Editors are capable of creating rich HTML pages that include images, formatted text, etc. You can even switch to the HTML source and embed code from other sources such as YouTube, Vimeo or Google Docs.

CLICK HERE to learn about the Content Block Editor

You can also use Dynamic Data Placeholders in both Editors (referred to as "Variables" in the Article Editor).

CLICK HERE to learn about DDPs

You can click Save and Continue Editing at any time to save your progress while building your Page. Once you are finished, click Save. Assigned users will receive a notification that there is a new Page available.

What does the Contact See?

When you assign a Portal Page to a Contact, their  Pages Menu Item will be structured depending on how it was configured.

Pages functions as a Top-Level Menu Item just as it does for the Admin. However, the nested Sub-Level Items will be what you specified as the Category / Menu Group and the Menu Title of the Portal Page.

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