PAGES: Dashboards, Portal Pages and Landing Pages

Understanding Dashboards, Portal Pages, and Landing Pages?

This comprehensive guide dives into the functionalities and applications of Dashboards, Portal Pages, and Landing Pages. By understanding their distinctions, you can leverage them effectively to streamline your workflows, enhance client communication, and optimize your marketing efforts.

Dashboards: Your Personalized Home Base

Imagine a central hub within your portal that can be accessible at any time. That's precisely what Dashboards offer! They serve as your personalized home base, providing a quick and convenient way to return to the information most relevant to you.

Key functionalities:

  • Assigned by default to each user upon creation.
  • Accessible via the native "Dashboard" menu link in the main navigation.
  • Clicking the primary logo also redirects to the assigned user to their Dashboard.
  • Option to create multiple Dashboards for various purposes.
  • Assignable to clients or staff members, enabling tailored content delivery.
  • Priority assignment system allows granular control over who sees what.
  • Dynamic content updates based on assigned Circles (user groups).


Use cases:

  • Display key performance indicators (KPIs) for clients or staff.
  • Provide quick access to frequently used tools and resources.
  • Offer an overview of project progress or team performance.
  • Create custom dashboards for specific roles or departments.

CLICK HERE to learn about Dashboards

Portal Pages: Your Internal Knowledge Base

Think of Portal Pages as your private intranet within your Portal.  Accessible only to logged-in users, they offer a flexible platform to manage internal information and resources.

Key functionalities:

  • Multiple Portal Pages assignable to a single user (client or staff).
  • Content invisible to non-assigned users.
  • Create a spectrum of internal knowledge base pages.
  • Document internal systems and best practices.
  • Flexible access control based on Circles, Teams, Roles, or Individuals.
  • Option to show or hide specific content blocks within a Portal Page for different Circles.
  • Build custom menus or link directly to Portal Pages using the side menu functionality.
  • Leverage button blocks or hyperlinks from Dashboards to link deeper into Portal Pages.
  • Set a Portal Page as the "Start Page" for a user or Circle, redirecting them upon login (instead of the default Dashboard).

Use cases:

  • Create onboarding guides for new clients or staff.
  • Store internal policies and procedures.
  • Share company announcements or updates.
  • Provide access to internal resources like file cabinets or training materials.

CLICK HERE to learn about Portal Pages

Landing Pages: Your Public Gateway

Landing Pages are your answer to attracting and engaging your target audience/s. They function as publicly accessible web pages, ideal for marketing campaigns and lead generation.

Key functionalities:

  • Publicly available upon creation and publishing.
  • Generate a unique public URL for easy sharing.
  • Option to create a custom "friendly URL" with a descriptive "slug" (ending part of the URL).
  • Integrate custom QR codes for mobile device access.
  • Employ "Public" and "Private" content blocks for dynamic content delivery.
  • Public blocks are visible to all visitors, even unregistered users.
  • Private blocks become visible to returning users or those recognized by the system through active sessions (e.g., logged-in CRM contacts).
  • This functionality allows for targeted content based on user recognition, fostering personalized marketing experiences.

Use cases:

  • Promote special offers or upcoming events.
  • Capture leads by offering valuable content in exchange for contact information.
  • Showcase your services or products to a wider audience.
  • Create targeted landing pages for specific marketing campaigns.
  • Leverage retargeting strategies to display relevant content to previous visitors.

CLICK HERE to learn about Landing Pages

Conclusion

By effectively utilizing Dashboards, Portal Pages, and Landing Pages, you can create a streamlined workflow, enhance internal collaboration, and optimize your marketing efforts. 

Remember, each element serves a distinct purpose, and understanding their capabilities empowers you to leverage your full potential for business growth and success.