Sharing Content on CX Portals
Choose which Enablix content is shared on your CX Portals and who can access it, one piece at a time with CX Portal Settings, or in bulk with CX Content Manager.
ℹ️ Because CX is highly customizable, your setup may look different from what’s shown in these articles. To learn more about your setup or make changes, contact your Enablix CSM or help@enablix.com.
CX Portal Settings (sharing content individually)
Use CX Portal Settings to share, update, or unshare a single piece of content.
- Add the content to Enablix, if it isn’t there already.
- Open the content and click CX Portal Settings in the top toolbar.
- Update any settings using these tabs:
- Summary: See an overview of the content’s current settings.
- Display: Change the content’s title on the CX Portal and control download permissions.
- Access: Limit which CX Accounts, CX Users, or segments can access the content, if needed.
- Recommendations: Pin the content to the top of the CX Portal for a set time period, for CX Users with access.
- Placements: Add the content directly to a CX Portal Section.
- Other: Set an expiration date for the content. Once it expires, the content is unshared, not deleted.
- When you’re ready to make it live, toggle on Shared on CX Portal.
To unshare content, toggle off Shared on CX Portal.
ℹ️ Content is shared with CX Accounts and CX Users, not with a specific CX Portal. If you have multiple CX Portals, anyone with access can find the content in whichever portal they sign in to, whether it’s featured on the homepage or found through search.
CX Content Manager (sharing content in bulk)
Use CX Content Manager to see all content shared on your CX Portals and update or unshare it in bulk.
To see shared content:
- Click CX Content Manager in the navigation bar on the left.
- Go to the Shared on CX Portal tab.
From here, you can view, filter, and export all shared content. Exports are emailed to you as an Excel file.
To update or unshare content in bulk:
- On the Shared on CX Portal tab, check the box to the left of each content item’s CX title.
- Choose an action:
- CX Portal Settings: Update the content’s CX Portal Settings.
- Unshare from CX Portal: Remove the content from your CX Portals.
- Add/Remove CX Access: Change which CX Accounts, CX Users, or segments can access the content.
- Add CX Placement: Add the content to a CX Portal Section.
We’re here to help. Contact help@enablix.com anytime.