Build and publish a portal experience

Confirm write access

Unlock the portal

Define segments if you will tailor tabs

Open Experiences

Go to Experiences. This lists your experiences with their status, when each was last published, and how many partners are linked to it.

Create and name it

Create a new experience and give it a Name. Name it for the audience or purpose it serves, for example “Reseller portal” or “Onboarding”, so it is easy to find and assign later. The new experience opens in the builder as a draft.

Add the tabs partners navigate

Stages are the tabs across the top of the portal. Add a stage for each major area, for example Home, Deals, Content, and Training. Keep the set small and ordered so partners find things fast; drag tabs to reorder them.

Configure each stage

Open a stage’s menu to set how it behaves. Walk these options:

• Rename - set the tab label partners see. Use plain words partners recognise.
• Layout - how content is arranged on the tab. Choose Centered for a focused single column, Grow right for a main column with a side area, or Full to use the full width. Pick based on how much content the tab holds.
• Visibility - hide a stage from the shared view while you are still building it, so partners do not see an unfinished tab.
• Manage access - keep the tab open to Anyone with portal access, or set it to Restricted and choose the segments that may see it. Use this to show a tab only to the partner types it is meant for.
• Duplicate or Remove - copy a stage as a starting point for another, or delete one you no longer need.

Add sections from the picker

Within a stage, add sections from the section picker. It groups blocks by type so you can pick what fits:

• Smart sections - dynamic blocks tied to Introw data, such as Tasks, Goals, Announcements, Tiers, Asset hub, Commission, Courses, Certificates, and Partner profile. These render each partner’s own data automatically.
• Basic sections - layout and content blocks like Introduction, Hero section, Text, Columns, Collapsible content, Banner, Team, and Product overview. Use these to frame and explain.
• Documents and videos - embed Google Slides, Sheets, and Docs, or Loom, Vimeo, YouTube, and Vidyard, inline.
• Meeting links - embed a HubSpot, Calendly, or Cal.com scheduler so partners can book time without leaving the portal.
• CRM sections - surface CRM records such as Deals, Contacts, Companies, and Tickets relevant to the partner.

Lead with the next action

Add a Call to action button section near the top of the most important tab and point it at the action you want partners to take, such as registering a deal or finishing onboarding. Set the button label so the action is unmistakable. A clear lead action is the single biggest driver of partner engagement.

Arrange the content

Reorder sections so the page reads top to bottom in priority order, and keep each tab focused on one job rather than crowding everything onto one page.

Preview the experience

Preview the experience to see exactly what a partner will see. Previewing before you publish prevents partners from seeing in-progress edits.

Publish to partners

Publish the experience and choose the partners to link it to. You then decide how it goes out:

• Publish without notifying - push the experience to the linked partner portals silently. Use this for edits to a portal partners already have.
• Publish and notify - push the experience and send the linked partners an email invite. You can review the email and add a Personal message before it sends, so the first touch feels human.

Each linked partner counts toward your plan’s portal usage, shown in the publish dialog.

Spot-check a partner portal

After publishing, open one linked partner’s portal to confirm the tabs, sections, and access all landed as you designed them.