About Portal Posts

Unifyr Support

May 12, 2026 15:31

Overview

Portal Posts enable you to quickly and efficiently publish dynamic, partner-focused content and updates, such as company news, blog posts, and event registration pages, to your partner portal pages. You can stream relevant content to different Partner Views by tagging your Posts with Topics and adding partner filters.

These Posts are made visible by adding one or all of these items on the partner portal:

The Portal Posts feature page
A Posts Dynamic Content widget on your portal homepage or in a Custom Page
A Portal Posts Merge Tag (Text-Only List)

You can specify if posts should be available to logged in users only, or broadcast them to all visitors to your portal, even if they're not logged in.

What’s the difference between Posts and Pages? Pages (Feature Pages and Custom Pages) are the framework of the partner portal and are intended to be used for more long-standing or static content. Posts are intended to be used for more regular or time-sensitive updates. Using a combination of Pages and Posts can significantly reduce the complexity of your partner portal views.

For example, if you have company blog posts you’d like to share on your partner portal, you can add a Posts Dynamic Content widget that only pulls in Posts tagged with Blog to your partner portal homepage. Then, every time you create a Portal Post tagged with Blog, it will automatically stream into the partner portal homepage where the Dynamic Content widget was added.

You can create content for Portal Posts in two ways:

Create the post and its content in Unifyr One
Create the post and link it to an external content source, using the Content URL property for the post

Unifyr One provides the option to translate your Portal Posts into multiple languages. For more information, see Translate a Portal Post.

Before You Begin

Before you begin creating Portal Posts, review and manage your Portal Post Tags/Topics under Tag Management. You can also access the Portal Posts Topic/Tag Manager by navigating to Partner Portal > Posts > ... > Manage Topics.

Topics categorize your Posts. They can help you stream relevant content to the partner portal and allow your partners to find content relevant to them. By default, you have three Topics already available for Portal Posts:

Announcement
Blog
News

You can add more Topics as required. For some examples, see Examples of Portal Posts Tags.

Click on the + to expand the instructions for the desired task.

Create a Portal Post and Content

Follow the steps below to begin creating a Portal Post:

Navigate to Partner Portal > Posts.
Click Create Post and choose Post Editor.
Click the pencil icon at the top of the page to open the Options panel.

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.

Click Save.
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.
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 More > Link to an asset option
Insert a merge tag as a placeholder for dynamically generated information in a text block:

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.
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 the Adding Portal Posts to the Partner Portal section of this article.
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.
[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.

Create a Portal Post with Link to Content

Follow these steps to create a Portal Post that links to a file containing its content:

Navigate to Partner Portal > Posts.
Click Create Post and choose External Link.

Enter these details as required:

Parameter	Type	Description
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
Content URL	Paste URL	The URL to an external resource as the content of your post. This is an alternative to creating the content within the post in Unifyr One. This option is ideal for providing things like an on-demand webinar recording, an external event registration page, or a link to a blog as a Portal Post.
Published	Checkbox	When this option is enabled, the post is available in the portal according to its Effective Dates. This is enabled by default - disable it if you’re not ready to make the post available to partners.
Effective Dates	Calendar	The date range for which this content is available to partners in the 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.

Click Save to retain the update, or Save and 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 the Adding Portal Posts to the Partner Portal section of this article.
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 and check Published.
[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 and Summary.

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

Edit Details of a Post

To edit the Display Name, Effective Dates, Published status, Partner Filters, Tags/Topic assignment, Summary, Image, and Content URL, follow these steps:

Navigate to Partner Portal > Posts.
Click on the post you’d like to edit, to open it.
If your post includes its content (no Content URL, or was created with Create Post > Post Editor), you’ll need to click Options to expose the details panel.

If your post is based on a Content URL (has a Content URL, or was created with Create Post > External Link), the details are visible as soon as you open the post.
Edit the detail fields as required.
Click Save then close the post.

Edit Content of a Post

Note

This option is only available for Portal Posts that DO NOT include a Content URL, or were created using Create Post > Post Editor. You can't edit the content of a linked resource in Unifyr One Admin.

To edit the content of an existing Portal Post, follow these steps:

Navigate to Partner Portal > Posts.
Click on the post you’d like to edit, to open it.
Make changes to the content, rows, or settings as required in the WYSIWYG content editor.
Click Save then close the post.

Use Merge Tags for Autogenerated Data

Merge tags are placeholders that are replaced with real values at the time the content is displayed. You can use them to display dynamic partner data in portal post content. For example, you can use the First Name and Last Name tags to personalize your post for the user accessing it.

These fields are supported: First Name, Last Name, (Partner) Company Name, Email Address, MDF Fund Balance, Current Year, Today's Date, Partner ID (the Partner ID in Unifyr One), Partner External ID (typically a Salesforce ID), SSO Company ID, SSO User ID, User ID (the User ID in Unifyr One), User External ID, and supplier-specific Custom Fields (for Partner and Partner User data).

Navigate to Partner Portal > Posts.
Click on the post you’d like to edit, to open it.
In the required Content block, place the cursor in the place where you want the autogenerated content to appear. The editor menu displays.
Click Merge tags.
From the drop-down menu, click the merge tag to add.

Note: Merge tags representing custom Partner fields are prefixed with Partner - in the list. Those for custom Partner User fields start with Partner User - (added to the content with the syntax {{portaluser.<field_name>}}, for example {{portaluser.Preferred_Communication_Language}})

The tag is entered, displayed with braces - the actual value will be populated when the page is accessed.

Delete a Post

To delete a portal post, follow these steps:

Navigate to Partner Portal > Posts.
Click on the post you’d like to delete.
The next step depends on whether your post includes content (no Content URL, or was created with Create Post > Post Editor) or includes a link to its content (has a Content URL, or was created with Create Post > External Link)
- Includes content - Click … and select Delete from the dropdown menu.
- Has a link to content - Click Options and select Delete from the dropdown menu.
You’re prompted to confirm that want to delete this post. Click Delete.
The post is deleted. You’re redirected to the Posts list.

Copy a Post with Content

Note: These steps are for a post that includes its content (no Content URL, or created with Create Post > Post Editor). If your post includes a link to its content, see the Copy a Portal Post with Linked Content section of this article.

If you are creating multiple, similar posts, such as an update for different Partner Groups or multiple product-specific announcements, it may be helpful for you to copy your original post.

When you copy a post, the details, page content, and any available translations are copied.

To copy a post, follow these steps:

Navigate to Partner Portal > Posts.
Click on the Post you’d like to copy, to open it.
Click ... and select Copy from the dropdown menu.

A copy of the original post is generated, with the name Copy of <existing post name>.
Click the pencil next to the name to open the Options panel.
Make changes to the details of this new post. Ensure that you change the Internal Name (title) to something unique.
Click Options to close the Options panel (or click the X in the top right corner).
Use the WYSIWYG content editor to input or edit the content of the new post as required, by dragging and dropping content blocks, adding rows, and adjusting the settings.
[Optional, if enabled] Click the language selector and add translations, or make changes to any existing translations, as required. For more information about translations, see Translate a Portal Post.
Click Save.

Copy a Portal Post with Linked Content

Note: These steps are for a Portal Post that links to its content (has a Content URL, or was created with Create Post > External Link). If your post includes its content, see the Copy a Portal Post with Content section of this article.

If you are creating multiple, similar Portal Posts, such as an update for different Partner Groups or multiple product-specific announcements, it may be helpful for you to copy your original post.

When you copy a post, the details and any available translations are copied. The copied post includes the same Content URL as the original.

To copy a Portal Post, follow these steps:

Navigate to Partner Portal > Posts.
Click on the Post you’d like to copy, to open it.
Click Options and select Copy from the dropdown menu.

A copy of the original post is generated, with the name Copy of <existing post name>.
Make changes to the details of this new post. Ensure that you change the Internal Name (title) to something unique.
[Optional, if enabled] Click the language selector and add translations, or make changes to any existing translations, as required. For more information about translations, see Translate a Portal Post.
Click Save.

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:

Navigate to Partner Portal > Site Configuration.
Click the Partner View to which to add the feature page.
On the left-hand sidebar, click Feature Pages and scroll down to find Portal Posts.
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.
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:

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

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.

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 the steps below:

Navigate to Partner Portal > Custom Pages.
Click on the homepage or a Custom Page from the list.
In the WYSIWYG page editor, drag and drop a Paragraph or List block on your page.
Click in the block to edit its content. In the text editor, click More > Latest Posts.
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.
Click Insert.
[Optional] Adjust the font style and font size in the text editor.
Click Save.

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

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