Adding Portal Posts to the Partner Portal

Here are the options to add Portal Posts to the partner portal:

• Add a Portal Posts feature page to your site navigation
• Add a Portal Posts Dynamic Content widget (Tile or Rows) to your homepage or a Custom Page
• Add a Latest Posts Merge Tag to your login page or a Custom Page to display a list of links to your latest Posts

Use any or all of the options described below to enable your Portal Posts to stream through to the partner portal. 

To broadcast posts to users that visit your portal but aren't logged in, disable the Require Partner Login setting for the posts then use a dynamic content widget or merge tag in a custom page on your logged out view.

Portal Posts Feature Page

This is a pre-built page for the partner portal that, by default, displays a full, searchable list of all Portal Posts that you have published. You have the option to only display Posts tagged with a certain topic. Partners can search from the list of these Posts using keywords or filter by Topics to find relevant Posts.

Note: As the feature page can only be added to logged in views of the portal, only posts that have the Requires Partner Login setting enabled will be visible.

Follow these steps to add the Portal Posts feature page to your partner portal:

1. Navigate to Partner Portal > Site Configuration.
2. Click the Partner View to which to add the feature page.

3. On the left-hand sidebar, click Feature Pages and scroll down to find Portal Posts.

   

4. Drag and drop the Portal Posts feature page onto your site tree.

   [Optional] Use the arrows to change the navigation depth, edit the Page Details to rename the page, control its visibility, and specify which Posts you’d like it to display using Topics.

   

5. Click Save and Close.

Portal Posts Dynamic Content Widget (Tiles or Rows)

Add one of the Portal Posts Dynamic Content widgets to your portal homepage or a Custom Page to stream relevant portal posts onto your desired page.

Use the Requires Partner Login setting for posts to define what should be visible in the portal - you can add the widget to pages in logged in or logged out views of the portal.

Follow these steps:

1. Navigate to Partner Portal > Custom Pages.
2. Click on the homepage or a Custom Page, to open it for edit.
3. In the WYSIWYG page editor, drag and drop a Dynamic Content block on your page.
4. Click on the Dynamic Content block to edit it.
5. From the list of Dynamic Content widgets, scroll down and click More Content.

6. Under the Type dropdown, choose and customize one of the following:

   Type	Purpose
   Posts - Latest (Tile)	Displays the latest three Posts in a tile layout based on its Effective Start Date. Each tile will display a thumbnail, title, and preview text. We recommend adding this one on the portal homepage. [Optional] Select which Posts stream into this widget on your Custom Page by filtering by Topics.
   Posts - All (Tile)	Displays all Posts in a tile layout. This option allows partners to scroll and search through all available Posts. Each tile will display a thumbnail, title, and preview text. We recommend adding this one on its own Custom Page. [Optional] Select which Posts stream into this widget on your Custom Page by filtering by Topics.
   Posts - Latest (List)	Displays the latest Posts in a horizontal row layout based on its Effective Start Date. Each row will display a thumbnail, title, and preview text. We recommend adding this one on the portal homepage. [Optional] Select which Posts stream into this widget on your Custom Page by filtering by Topics. Select the number of posts (3, 5, 10, 15) you’d like to display in this widget. The default number is 3.
   Posts - All (List)	Displays all Posts in a horizontal row layout. This option allows partners to scroll and search through all available Posts. Each row will display a thumbnail, title, and preview text. We recommend adding this one on its own Custom Page. [Optional] Select which Posts stream into this widget on your Custom Page by filtering by Topics.

7. Click Save and Close.

An example of the Posts - All (Tile) Dynamic Content widget on a partner portal:

An example of the Posts - All (List) Dynamic Content widget on a partner portal:

Latest Posts Merge Tag

This option allows you to display the latest Posts in a simple text list based on their Effective Start Date. Each list item will display a link to a Post. 

Use the Requires Partner Login setting for posts to define what should be visible in the portal - you can add the merge tag to custom pages in logged in or logged out views of the portal.

To add this option, follow these steps:

1. Navigate to Partner Portal > Custom Pages.
2. Click on the homepage or a Custom Page from the list.
3. In the WYSIWYG page editor, drag and drop a Paragraph or List block on your page.

4. Click in the block to edit its content. In the text editor, click More > Latest Posts.

   

5. In Configure Dynamic Content, complete these optional fields:
   • Filter by topic - Select the Portal Posts Topics to use as a filter for this widget. This allows you to control which Posts stream into the widget.
   • Number of posts - Select the number of posts (3, 5, 10, 15) to display in this widget. The default number is 5.
6. Click Insert.
7. [Optional] Adjust the font style and font size in the text editor.
8. Click Save.

An example of the Latest Posts widget on a partner portal homepage: