Request demo
Try it now

Portals Functionality and Best Practices

by ,

Learn more about Widen Portals functionality and best practices.

The Portals app in the Widen Collective® offers a flexible, attractive, and easy way to share content within a branded environment. 

Our blog post Portals Examples and Use Cases showcases a range of creative and powerful ways that our customers are using portals to share assets, connect teams, and advance brand stories. In this article, we’ll share functionality details and best practices that will help you build a portal that meets your unique content and business needs.

How portals work

The Widen Collective has two types of portals: Standard and Brand. 

Standard Portals

Standard Portals are used to distribute a subset of assets to a particular audience on a single page. They are similar to a collection share page but have greater flexibility and can display any asset housed in your digital asset management (DAM) system including videos, images, graphics. 

Portal content is organized into banners and asset sections that can be arranged in any order.  Assets can be displayed as a featured collection, asset gallery, or collection cards. They are built using a live editor and design templates, so no coding knowledge is needed. And the whole experience — each graphic element and color — can be tailored to reflect the customer’s brand. 

Additional Portals functionality allows customers to:

  • Translate the copy into a variety of languages 
  • Embed portals in other websites
  • Browse assets on a mobile device
  • Control access, with the option of using an access code or login settings
  • Capture performance analytics with the Insights app 

Each portal can be built around the customer’s goals for content access and distribution.

Asset display options in Widen Portals.

Brand Portals

Brand Portals offer all of the features of Standard Portals — plus enhanced design elements and functionality, including:

Asset details: Provides access to the asset metadata in a full-screen view directly in the portal and displays metadata-based descriptions for easy asset identification.

Columns: Organizes text and image content into vertical sections.

Section filters: Allows users to search or filter assets in any portal section.

Color palette section: Displays brand colors using swatches to display HEX, RGB, CMYK, and Pantone values. 

Dynamic gallery: Uses a search query to automatically update the assets in a portal section as changes are made in the DAM system.

Navigation menu: A table of contents that links to portal sections as well as an external link menu.

Video file display options: Includes the ability to highlight featured videos or create video playlists for automatic playback. 

Brand Portals also offer the option to display links to resources outside of the Collective, including websites and blogs. 

Color palette section and other color display options in Widen Portals.

How portals are being used

Like snowflakes, no two portals are exactly the same. Although the possible use cases are endless, here are some popular examples: 

Media library: Provides access to a large selection of the assets in the DAM system.

Channel portal: Gives partners like dealers and retailers access to product-specific assets to support the sales process.

Training portal: Serves as a central hub for a suite of training materials.

Brand standards portal: Represents your brand to an internal or external audience, to encourage appropriate use of brand elements — such as logos, photography, and colors.

Quick share portal: Offers a convenient way to share a handful of assets with any audience.

Marketing operations portal: A place for your distributed marketing team(s) to get the right assets for their campaigns.

Event portal: Offers a quick and easy way to distribute event photos and videos to attendees. 

Corporate communications portal: A central location for employees to find current and important company news, changes, or resources. 

Tips, tricks, and best practices 

Want your portals design to be the best it can be? These suggestions will help you build a portal that looks great and is easy to navigate, so your users will access it again and again. 

Welcome copy

A text section can be used to briefly explain what the portal is and how it should be used, to guide the user experience. 

Collections

By linking to collections in the Assets app you can reduce time spent manually adding content to the portal. Configuring upload profiles to populate collections can further automate this process.

Sections

When creating portal sections, consider how users will consume the content. For example, group all the assets for a single product together in one section. This will support ease of use and maximize the value of “download all” and search features within each section. 

Images

Column sections should start with similar sized images, like a series of logos, to create a consistent column height. 

Text display

Text is handled differently in banner sections versus column sections. The text in a banner section will remain the same size regardless of screen size, and will wrap if there is not enough space. 

A portal template

Once you build a portal with your preferred format, colors, navigation, and text, use it as a template that can be duplicated when creating new portals.

Widen design services

Want a knock-out portal design, but don’t have the resources to do it? Widen design services can help! We offer everything from a portal refresh to a full brand strategy, and everything in-between. Our team of creatives can can:

  • Discuss uses cases, paths to execution, and delivery methods
  • Strategize contents and the makeup of your brand toolkit portal
  • Apply finishing touches to a portal you’ve created 
  • Design your portal from scratch based on your design concepts

If you’re interested in exploring how Portals can support your marketing efforts, contact us! We’d be happy to set up a time to talk.

Topics: Creative, Portals, Brand management

comments powered by Disqus

The Widen Blog

Where marketing and creative teams find actionable advice, practical resources, and success stories to flourish in a world connected by content.

Recent

Like what you're reading?

We can send you our best articles.

Top DAM solutions

Forrester Wave: Digital Asset Management for Customer Experience, Q4 2019 Preview

Widen recognized as a “Strong Performer” in the Q4 2019 Forrester Wave report.

Get the report

 

The DAM Evaluation Toolkit

The DAM Evaluation Toolkit: Your path to the right DAM solution

Your guide to finding the right digital asset management (DAM) solution for your organization.

Get the toolkit

 

Agile Not Fast white paper

Digital Assets Should Be Agile, Not Fast: See why agile teams, assets, and processes create collaborative content, better brands, and faster content marketing

See why agile teams, assets, and processes create collaborative content, better brands, and faster content marketing

Get the white paper

Are you ready for a DAM solution of your own? Request a demo