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
- 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.
- (Optional) Customize the header, sender, and footer.
- (Optional) Add tabs.
- Add content.
- 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.
Customizing the Header, Sender, and Footer (optional)
- 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.