Layout
The Layout section lets you control how your Customer Portal is organized and displayed to customers. From this page, you can adjust the portal header, navigation menu, customer activity pages, date format, product variant display, notifications, and footer content.
Open the Layout Settings
From the Customer Portal Builder, select Layout from the left-side menu.
The left menu also gives you access to other portal setup areas, including Login, Profile, Orders, Subscriptions, Shipments, Styles, Widgets, and Cancellation Workflows.
Header Logo Placement
Use Header Logo Placement to choose where your logo appears in the portal header.
Available options:
None
Hides the logo from the header.
Left
Displays the logo on the left side of the header.
Center
Displays the logo in the center of the header.
Right
Displays the logo on the right side of the header.
Choose the option that best matches your brand layout.
Navigation Menu Location
Use Navigation Menu Location to choose where the portal menu appears.
Available options:
Left
Shows the menu on the left side of the portal.
Right
Shows the menu on the right side of the portal.
Top
Shows the menu across the top of the portal.
This controls where customers will access portal sections such as Profile, Orders, Subscriptions, and Shipments.
Orders, Subscriptions, and Shipments
This setting controls how customer activity pages are displayed in the portal.
You can choose to display Orders, Subscriptions, and Shipments together or as separate pages.
Show on same page
Displays Orders, Subscriptions, and Shipments together on one page.
Show on separate pages
Gives each section its own page in the portal.
Use separate pages if you want customers to navigate directly to each section. Use the same page option if you prefer a more compact customer experience.
Date Format
Use Date Format to choose how dates display throughout the portal.
Examples of available formats include:
M/d/yyyy
M/d/yy
MM/dd/yyyy
dd/MM/yyyy
yyyy-MM-dd
dd-MMM-yy
Select the format that best matches your region or customer expectations.
Campaign Filter
The Campaign Filter controls which campaign data is shown in the portal.
Available options:
Current
Shows portal data from the current campaign.
Category
Shows portal data based on campaign category.
All
Shows all applicable campaign data.
This setting is useful when customers may have orders, subscriptions, or shipments across multiple campaigns.
Customers will only have access to orders if the order matches the campaigns set on the filter
Variant Selection
The Variant Selection section controls how product variants appear to customers when they are available in the portal.
Color Swatch Variant Style
Use this setting to choose how color options display.
Available options include:
Dropdown Menu
Square
Circular
Square With Tiles
Circular With Tiles
Tiles
For example, color options such as red, orange, or yellow can display as swatches instead of only text.
Other Variant Style
Use this setting for non-color variants, such as size.
Available options include:
Dropdown Menu
Tile
Image Tile
The Variant Preview shows an example of how the selected variant styles will appear to customers before you save the changes.
Notifications & Alerts
The Notifications & Alerts section lets you display helpful account alerts to customers inside the portal.
Available alert types include:
Upcoming Charge
Notifies customers when they have an upcoming subscription charge.
Payment Failed
Notifies customers when a payment has failed.
Card Expiring
Notifies customers when their saved card is close to expiring.
You can enable or disable notifications based on the experience you want customers to have.
Footer Settings
The footer settings control the content shown at the bottom of the Customer Portal.
Footer Style
Choose the footer layout you want to use.
None
Hides the footer.
Large
Shows a full footer with columns, links, and fine print.
Small
Shows a simplified footer.
The footer style determines how much footer content is shown to customers.
Number of Columns (up to 5)
Use Number of Columns to choose how many footer columns appear.
Each column can have its own title and list of links.
Footer Column Title
Each footer column includes a Title field.
This title appears above the links in that column.
Example:
Use clear labels such as:
Footer Links
Footer links let you add helpful navigation items to the bottom of the portal.
Each link can be reordered, expanded, edited, or removed. The Add Link button adds another link to the selected footer column.
Examples of footer links may include:
Use footer links for pages customers may need after logging in or while managing their account.
Fine Print
Use Fine Print to add small footer text, such as copyright or legal information.
Example:
This text appears at the bottom of the footer when supported by the selected footer style.
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