PAGES: Portal Pages

Portal Page Overview

A 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. 
Pages can be assigned to one, some, or all Contacts in an installation (excluding Leads). 
Any Contact that is assigned to a Page will be able to access that page, and they will see generally the same info as any other Contact (with exceptions being placeholders that are in the page, which render unique information based on who is logged in). 

You can use Portal Pages to share information, display announcements, photos, videos and much more, depending on your needs.

How to Create a new Portal Page

To create a new Portal Page, simply navigate to Pages >  Portal Pages > Add New Page from the top menu, or navigate to Pages > Portal Pages > Manage Pages and click Add New Page.

From there, you will be presented with a form that you can use to create your new Page and assign it accordingly. There is a list of placeholders displayed which you can use inside the page content field. These placeholders will dynamically insert the corresponding information (such as the client’s email address) wherever the placeholder is placed within the page, and what info is displayed will change depending on what user is logged-in and viewing the page.

Allow all logged-in Prospects/Clients to access this page

Checking this box will automatically give access to this Page to all of your Clients and Prospects in your environment. This includes any existing Clients and Prospects, as well as any Clients and Prospects that you create in the future. Checking this box will also automatically hide the individual "Assign Users" and "Assign Circles" fields.

Assign Users

Use this field to assign desired users to the Page. Users who are defined as either Clients or Prospects can be assigned to a Page.

Assign Circles

Use this field to assign desired Circles to the Page. You can also optionally use the + button next to the field to quickly create a new Circle if you don’t already have one created that you need.

Category / Menu Title

Use this field to assign the Page to a Category. You can also optionally use the + button next to the field to quickly create a new Category if you don’t already have one created that you need. From the Client/Prospect side of things, the assigned Category will serve as the title for the first level menu navigation tab. Your Prospects/Clients will see this choice in their navigation under "Pages"

Title

Use this field to define the main title for the Page. This title will appear in several places, such as in the Page admin table, as well as at the top of the page when any assigned user is viewing the Page.

Sub-Menu Title

Use this field to define the menu title for the Page. This is the title that will be used to link the Page inside the drop-down menu that displays for clients when they hover over the main “Pages” top menu item. Generally, you will want to keep the Sub-Menu Title short (just a few words), so it will look nice in the navigation.

Content

Use this field to add your desired page content for the Page. Basic text can be entered, or you can copy/paste more complex content from other sources. Additionally, you have the option to create the page content entirely using HTML, by clicking the “<>” button in the left corner of the editor toolbar.

When the Page is created and assigned the way you like, just click “Save” to save the new page. Assigned users will be notified via email about the new page, and they will be able to login and view it immediately.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us