Content Portal

Use the Productsup Content Portal to present your latest product information catalog.

Introduction

As a product manufacturer, you probably want your sales team to present the latest product information as efficiently as possible. While the Productsup Data View does this well for platform users, you may not want to offer your sales team access to everything. Content Portal gives you that separate interface for you to present the latest product information.

Content Portal Components

Content Portal consists of two components, the Content Portal interface, and Content Portal Catalog Export.

Here, you can log in to Content Portal. To set up the catalog export, review instructions in Content Portal Catalog export.

Note

You must have admin access to set up and add new users and catalogs in Content Portal.

For your convenience, you should first set up the Content Portal Catalog Export. However, at this stage, you are not able to save the destination. But worry not, after adding a catalog in Content Portal, you can now save the destination.

Set up Content Portal

Admin account settings in Content Portal

  1. You can change the language settings from English (default) to French or German.

  2. Select Settings to access your account settings. There are four sections within the account settings: General, Preferences, Catalogs, and Users.

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    • General: This lets you edit the Account Name, add a logo, and provide links to the footer of your Content Portal. The footer can offer additional information to users.

    • Preferences: Choose the default language for new users.

    • Catalogs: Explained further in section Set up a catalog in Content Portal.

    • Users: This lets you add and manage Users. Users can receive access to specific catalogs, as you have to grant user access per catalog. Select Add User to add an email address and password, then select Save.

Set up a catalog in Content Portal

In a few steps, you can set up a Catalog in Content Portal.

  1. Select Settings, Catalogs, and Add Catalog.

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  2. Enter a Name and Description, and select Save. You can later choose to make your catalog public so everyone can access it without credentials once you edit the catalog.

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    The catalog now appears in your list of catalogs.

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  3. Select the newly-created catalog to adjust its settings.

    Important

    To finish the Content Portal Catalog Export setup, you’ll need to copy the Catalog ID from your catalog’s settings. See Configure your Content Portal Catalog Export for the setup.

  4. If necessary, you can re-modify the name and description and choose to activate Public Catalog in the newly-created catalog by selecting Edit.

Adjust Catalog Settings

Once you’ve completed and exported your Catalog Export, you can now adjust your Catalog settings.

In Content Portal, select Settings, Catalogs, and choose your catalog from the list. Review the following list of catalog settings to adjust your catalog(s).

Permissions

  • Users: Select your added users so they can access and view the catalog.

Define what others see

Important: You can only use these settings when the catalog has been exported at least once.

  • Filter Categories: Select the categories and values that appear as filters.

  • Search Values: Select the values that are available as search values.

  • Assets: Select which attributes to show as assets.

  • Attribute Groups: Select which attributes you want to present as groups.

The catalog settings help you effectively present item information and tailor the user experience when browsing the catalog.

View and download catalog information

The following view is the first page a user sees after logging in Content Portal:

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  • Switch catalogs: Select the catalog name in the top-left corner to switch between catalogs.

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Category: Browse through the products based on categories that you defined in the catalog settings.

Search: You can search for values defined in the settings.

Download Catalog: Select Download Catalog to generate a CSV or XLSX (Excel) file containing all product information found in the catalog. The catalog layout comes from the template file that you provided for the Content Portal Catalog export. You can also create a catalog for the only selected products by selecting the checkmark for each item, then Export Selected Assets.

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Select a product to see specific product details.

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You can see all mandatory attributes on the right of the product image. View additional attributes, which are shown below the mandatory attributes. You can see them either via groups that you defined in catalog settings or under the section Other Attributes if you have not added them to a group.

Print: Selecting Print prepares the detail page for printing.

Export Assets: Select to generate a zip file containing product assets.

Download: Select to generate a product details CSV file for the selected product.

Learn more about Content Portal by contacting support@productsup.com.