Content
Build the customer-facing menu for portal and plugin actions.
Portal configuration
Content decides what customers can open from the portal and plugin.
Think of it as the public customer menu: featured listings, services, workflows, contact actions, and useful links should be easy to scan.
The Content page controls the items customers can open in the portal and plugin. A content item can be a project, collection, workflow, external link, ask-question action, WhatsApp action, or call action.
Common Content Items
ProjectSend customers to details, appointment booking, questions, or bidding for a listing or service.
WorkflowAsk guided questions and route customers to the right next step.
Contact actionLet customers ask a question, call, open WhatsApp, or follow an external URL.
When you edit a content item, choose what it should do. Some items can show project details, schedule an appointment, ask a question, open bidding, or start a workflow. For service-style projects, the available link behavior can differ from property listings.
Recommended Setup
Start with the actions that matter most: featured listings, valuation requests, viewing appointments, contact options, and any qualification workflow. A shorter portal is usually easier for customers than a long menu of internal categories.
Plan and Role Notes
The Free plan allows one portal content item. Pro and Custom plans allow unlimited portal content. Collections and workflow content are Pro features.
Members need Edit portal and plugin content to change Content.