Tips and Best Practices for Custom Pages

  • Style the portal pages to match your corporate branding guidelines. You can use custom HTML and CSS to achieve this, if required. You can also use templates for your pages to ensure standardization and consistency across your whole portal.
  • Add your company logo to the pages.
  • Name the portal page via the Page Key for the best user experience. The page key is appended to the portal URL. Here are some examples: home for the home page, registration for the partner registration page, or the campaign name for landing pages.
  • Before creating the content of the page decide what message you want this page to convey—make it interesting, valuable, and helpful. Be sure to include an explanation of the value to your partners.
  • Use Partner Groups to tailor the content in a single page to specific sets of users.
  • Use merge tags (dynamic content placeholders) that represent partner or user information, to personalize a user's experience in the portal.
  • Once your custom page has been created, navigate to Partner Portal > Site Configuration and add the page to the required view. For more information, see Manage Site Configuration and Navigation.
  • You can add pages to the portal without including them in the navigation. To do this, set them as Active but do not add them to the page structure. You should then send the specific page URL to the desired recipients. The Requires Partner Login toggle determines whether the page is accessible with or without user authentication. 
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