Sales Enablement: Content Portal Guide

Note: You need to be an org admin in order to complete these steps.

1. Log into Contently and navigate to the content portals page in your publication settings.

2. To view all of the portals for your organization, click the "All publications" option in the publication dropdown.

3. Click the "Add Content Portal" button to create a new content portal.

4 .Enter a name for your content portal. This name will be used to distinguish your portals from each other in case you have more than one.

5. If you use Contently analytics or Docalytics — or if you have more than one publication — you will be asked to choose which content sources to pull from for your content portal. You can include content from the sites you're tracking analytics for, your Docalytics documents, and the content you have posted to various other websites. This includes content that you manually entered a "Published at" URL for if the URL does not match the websites you are tracking analytics for.  

6. Choose which tags to include in your content portal. The tags you choose in this section will determine what published content shows up in your content portal. Select as many tags as you'd like. If you do not select any tags, all of your published content will appear in your content portal.

Note: this section will appear once you choose which content sources to include in step 5.

7. Choose which tag groups to show. The tag groups you choose in this section will determine what tags will show up in your content portal alongside each piece of content. We added this level of control because some teams have tags that are only used for production purposes. If you do not select a certain tag group here, that tag group will not show up when someone views your content portal. This section will not affect the content that appears in your content portal; it will only affect the tags that users can see. These are also the tags users will be able to sort and filter by.

Note: This section will appear once you choose which content sources to include in step 5.

8. If you have one or more content request forms tied to your account, you will be asked whether you want to link a content request form to your content portal. If you do this, a link to your content request form will be embedded on your content portal. This is an easy way to help your teams find your content request form in case they need to request new content while they are searching through your content portal.

9. If you want to see what content will be in your content portal based on the tag rules you selected, you can click the "Preview" button at the bottom of the page. Once you are finished, click "Save."

10. After you click "Save," you will see a preview of your content portal and will be able to copy the embed code that you need to embed this content portal on your internal website. We will also email the embed code to you so that you — or someone else on your team — can embed your content portal.

11. At Contently we embedded multiple content portals on our internal website for our various teams. Each content portal has different tag rules and therefore shows a different subset of our content. Feel free to follow these instructions again to create additional content portals. 

Note: Your new content portal will now appear in the list on your content portals page in Contently. Visit this page to edit your content portal or view the list of content associated with your content portal. You can always access your embed code from this page.

To learn more about your content portal, visit our article "Content Portals FAQ."