Microsites

Group content to share with external recipients. Think of a Microsite as a landing page where recipients can view all their shared content in one place.

Here’s how Microsites compare to Content Kits and Engagement Hubs:

Feature Who it’s for What it’s for
Content Kits Enablix users Organize related content in one place
Microsites External recipients Share a landing page with all their content in one place
Engagement Hubs External recipients Everything Microsites do, plus Mutual Action Plans

Microsites are popular for:

  • Offerings: Highlighting general offerings or a specific solution or service
  • Accounts and opportunities: Personalizing content throughout the customer journey, like call recordings, proposals, and renewals

Adding a Microsite

  1. Start a new Microsite or copy an existing one:
    • New: From the Home page, click Add and select Microsite. Enter a title and select a Content Type.
    • Existing: Open an existing Microsite and select Make a Copy.
  2. (Optional) Customize the header, sender, and footer.
  3. (Optional) Add tabs.
  4. Add content.
  5. Choose a save option:
    • Save as My Content: Only you, admins, and any collaborators you add can access the Microsite.
    • Request Approval: Send the Microsite to an admin for review. Once approved, it’s available to all Enablix users.
    • Publish (admin only): Make the Microsite available to all Enablix users immediately.

  • Header text: Enter a header title or description.
  • Header style: Click the pencil icon to the right of Header to update the logo, background image or color, and the font, size, color, and alignment of the title and description.
  • Show Sender: Display your user details, like your profile picture, job title, and contact information.
  • Show Message: Display a personalized greeting above your user details.
  • Sender style: Click the pencil icon to the right of Sender to update the message’s font, size, color, and alignment, and choose which user details to show.
  • Footer (optional): At the bottom of the page, check Show Footer. It has the same settings as the header.

Managing Tabs

Display your Microsite on a single tab, or use multiple tabs to help recipients navigate. To manage tabs, click Manage Tabs above the assets. From there, you can:

  • Add a new tab
  • Edit a tab’s name
  • Rearrange tabs
  • Delete a tab
  • Hide a tab from recipients without deleting it

Managing Content

Use the Assets toolbar or the options to the right of each piece of content:

  • Add content: Select Select Existing Asset to add content already in Enablix, or Add New Asset to add something new.
  • Reorder content: Select Reorder Assets and drag and drop content into place.
  • Remove content: Click the trash can icon.
  • Control downloads: For files, click Asset Link Settings to the right of the content.
  • Change the layout: Under the preview panel on the right, click Change Layout.

We’re here to help. Contact help@enablix.com anytime.

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