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Help Center / Your client portal / The welcome page
The welcome page
Write the greeting every client sees at the top of their portal overview.
Client Portal in the Apps section of the sidebar (owners and admins) is where you write the welcome content shown at the top of every client's Overview.
Building it
Add and order blocks. Each block is one of:
- Heading
- Paragraph
- Image: a picture URL, with optional alt text
- Checklist: an optional title and a list of items
Use the arrows to reorder blocks and the bin icon to delete one. The Preview tab shows exactly how it will look, and nothing goes live until you press Save homepage.
Personalizing with merge fields
Put these in any text and they're filled in for whoever is signed in:
| Write this | Clients see |
|---|---|
{{contact.firstName}} | The contact's first name |
{{contact.name}} | The contact's full name |
{{client.name}} | Their company's name |
{{agency.name}} | Your agency's name |
Messages for particular groups
To say something different to a segment of clients (for example VIPs), give a client tag a homepage message. It's shown above the welcome content for clients with that tag.
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