Creating a Portal Post and Content

Follow the steps below to create a Portal Post with its content.

Note: to create a post that links to external content, see Create a Portal Post with Link to Content

1. Navigate to Partner Portal > Posts.
2. Click Create Post and choose Post Editor.

3. Click the pencil icon at the top of the page to open the Options panel.

   

4. Enter these details as required:

   Parameter	Type	Description
   Published	Checkbox	When this option is enabled, the post is available in the portal according to its Effective Dates.
   Internal Name	Text	The Supplier-facing title. This is only displayed in Unifyr One Admin.
   Display Name	Text	The title to display to partners in the portal.
   Summary	Text	Further information about the post, perhaps providing an excerpt of the content (preview text). This will be displayed to partners in the portal. Longer summaries will be cropped when displayed in the partner portal.
   Image	Upload/URL	[Optional] The thumbnail image to identify the post in the partner portal. File size limit: 250MB
   Effective Dates	Calendar	The date range for which this content is available in the partner portal. By default, the Effective Start Date is the same as the created date. An Effective Start Date is required - if not provided, the post will never appear in the portal. An Effective End Date is not required - if you leave it blank, the post will never expire.
   Partner Groups	Dropdown	[Optional] The Partners or Partner Groups that will have access to the post. Select from the dropdown list. If no selection is made here, the post will be presented to all portal users who have access to the page in which it’s provided.
   Topics	Checkboxes	[Optional] The topics (tags) with which to categorize this post. Select from the dropdown list. The list includes tags configured in   > Settings > Tag Management, under the Portal Posts tab. You can use tags to filter the types of post you make available in the partner portal - choose the tags when adding Post content: In the Topics settings for the page in the portal site navigation. or In the settings for the dynamic content widget, when adding it to a custom page.
   Requires Partner Login	Checkbox	Enable this option to specify that the post should only be visible to logged in portal users. Disable the option to broadcast the message to all visitors to your portal, regardless of login status.

5. Click Save.

6. Click Options to close the Options panel (or click the X in the top right corner) and go to the WYSIWYG content editor and add your post content.

   

7. Design and input your Portal Post content by dragging and dropping content blocks, adding rows, and adjusting the settings.

   For information on the options available, see Edit a Custom Portal Page.

   You can embed links to these items in a text block:

   • Feature Page or Custom Page - use the Special Links menu
   • Collateral asset - use the Link to an asset option

   

   You can use the Write with AI option for text content, if required. For more information, see Using AI to Generate TPC Email/Pop-up Content.

8. Click Save to retain the update. Click Close to create the post. If the Published option is enabled for the post, and the current date matches the Effective Dates, the post appears to the specified partners in your portal.

   Published posts appear to eligible partners in the portal if you’ve added one of the Posts Dynamic Content widgets to a custom page, or used the Portal Posts feature page. For more information, see Adding Portal Posts to the Partner Portal.

9. To publish the post at a later date, ensure the Published option is disabled. When you’re ready to publish, open the post for edit, click Options, and check the Published option.

10. [Optional] To create a new language version of the post, open it and select a language from the menu at the top of the editor. Add translations as required - for Display Name, Summary and post content.

    

    For more information about translating a portal post, see Translate a Portal Post.