Personalizing Web Content

When you activate web content, it may be automatically personalized with your default company profile information, depending on how it was set up by our supplier. You may also be able to edit, revise, and personalize content with your business information as well as other preferences.

Once you have personalized your web content, you can preview how it will appear in your website/page. It's best to review all personalization before publishing. 

To personalize a web plugin:

1. Activate the web content in your partner portal, if you haven’t already done so. For more information, see Activating Web Content. 
2. Navigate to your My Web Plugins page.
3. Open the activated content.
4. Click Edit and go to the Personalization tab, or click Review next to the Review the default personalization task in the alerts box. 
5. In the Personalization tab, click Edit.
6. Here you can carry out a few tasks:

   • Click between the tabs to work on each page of the web plugin. For example, your supplier might have provided an asset download form and a confirmation page.

     

   • Use the Content / Rows / Settings panel to update any visual or textual elements that your supplier has permitted you to personalize, such as headers and images, or add new ones.

     For information on the formatting options that are available in the panel, see Content/Formatting/Display Options for Marketing Content.

     The WYSIWYG Editor is powered by Beefree - see here for some useful information resources:

     • Beefree Academy - Designing in the Beefree Builder
     • Beefree's YouTube channel

     We suggest starting with the Settings tab. Here, you can set global changes that will apply to all new rows and content blocks that you add to the email. These settings can be overridden for each row or content block in the Content Properties tab for each content block and Row Properties tab for each row.

   • Click Preview to see how the content will appear on your website. Here you can switch between Desktop, Tablet, and Mobile views, or a fixed width view. 
   • Click Publish when you are satisfied with your changes. Click Publish & Next to go to the Publish tab, where you can get the embed code. For information, see Embedding Web Content. You must have completed all review/personalization tasks to have access to the code.