Managing CX Portals

• CX Portals
  • To Add a CX Portal
  • To Customize a CX Portal
• CX Portal Sections
  • To Add a CX Portal Section
  • To Add a CX Portal Section to a CX Portal

CX Portals

To Add a CX Portal

1. Click CX Portals from the left-hand navigation.
2. On the CX Portals tab, click the + icon.
3. Enter the portal's Name and Browser Tab Title.
4. Check Default CX Portal if you only have one CX Portal or want this one to be the default.
5. If this CX Portal is specific to an account or account segment, select the account or account segment.

To Customize a CX Portal

1. Click CX Portals from the left-hand navigation.
2. Click the CX Portal's name.
3. From the upper-right corner:
   • Edit details: To change the portal's name, browser tab title, or who can access it, click the pencil icon.
   • Customize the portal: To change elements like the header or navigation bar, click Edit Portal Builder.

CX Portal Sections

To Add a CX Portal Section

1. Click CX Portals from the left-hand navigation.
2. On the CX Portal Sections tab, click the + icon.
3. Select the section format: Content, HTML, or Dynamic Content.
4. Enter the section's Name (internal), Title (external), and an optional Description (external).
5. Select a Display Mode.
6. Optionally, check Hide if Empty. We recommend this in case the content in this section isn't available to the account and user logging in.
7. Once the section is created, click Manage Assets to the far right of the section to select which content shows.

To Add a CX Portal Section to a CX Portal

1. Click CX Portals from the left-hand navigation.
2. On the CX Portals tab, click the CX Portal's name.
3. Click Edit Portal Builder in the upper-right corner.

Questions? Reach out to help@enablix.com.