A CustomerHub page is a web page that can be linked to the navigation menu in the member / customer portal. A page can be part of the top-level navigation, or can be added as a sub-menu option under one of the main menu options.

Access to a page is defined by a visitor 's active Infusionsoft Subscriptions, Tags, or the membership group you assign to the page when you create it. 

A Page layout includes a main body area and a right side column. To create a page, you will enter text and merge in content (images, videos, audio, member files, or partials) from the Media Selector Tool.

Creating a page

  1. Go to the Pages
  2. Click on the Create Page button.
  3. To create a custom page, click the custom page type. There are other page types you can choose from: Video, Video Gallery, Image Gallery (🔎 Learn more about page types here.)
  4. Enter a Page Name. This name is displayed in the navigation menu, at the top of the web page, and as the page title in the Internet browser.
  5. Select the a page Type (Main or Sub-page.) Main pages are added as a top navigation tab. Sub-pages are shown as links below the tabs when the related main page is viewed.
  6. Choose who can view this page (you can come back and change this later.)
  7. Click the Save button to create the page.

Copying an existing page

  1. Go to Pages
  2. Click on an existing page
  3. Click the dropdown option on the Save button
  4. Select "Save & Copy"
  5. Give the new page a new name and click create.
  6. Once created you can edit and publish.

Note: When a new page is copied, a randomly generated ID is added to the permalinks name. This can be modified via the general info tab.

Adding Content to a page

  1. Enter the page Content. In most cases, you will use the built in WYSIWYG editor to create page content. If you have the WYSIWYG editor disabled, go to Admin > Application Settings > WYSIWYG to enable it. Note: You can click on the HTML icon " < > " to paste HTML code into the editor instead of using the WYSIWYG tools.
  2. Use the Media Selector Tool to insert multimedia (images, videos, etc...) into the page. Click into the WYSIWYG editor where you want to insert a file. Click on a media tab, then click on the name of the file you wish to insert into the page.
  3. You can enter a filename into the Search field to find a file more quickly in larger media libraries. (Note: Be careful to not edit the merge code for the multimedia files or the files will not merge into the page properly)
  4. (Optional) New pages use the Default Right Column. This generally displays your company logo and any information you entered under Admin > Customize Theme tab. Click on the link to edit the Default Right Column or un-mark the checkbox to create a custom right column for this page.
  5. New pages are considered Drafts. You must click the Save & Publish button for the page to go live on your member website. Click Save to save this as a draft for now.
  6. Click on Site Preview to preview the page and test the access permissions.

General Info tab

  • Name - specify what the page will be named and displays on the menu.
  • Permalink - use this to get the full URL of your page. Note: You can have a different Permalink value then the page name. eg. Page name equals "Welcome Home" but the permalink is just "home". (https://yoursite.customerhub.net/home)
  • Type - specify where this page will be located in relation to your sites navigation. (Main page menu or subpage) 
  • Navigation link visibility - indicates if your members can see the page in your sites navigation. Note: this setting takes precedence over page permissions.

Permissions tab - Learn More about permissions

Who has access to this page?

  • All Members (Public) - viewable by ALL registered members (still requires a log-in)
  • Certain Members (Permissions) - specify a member group and/or additional tags / subscriptions. Typically used when you have paid content you want to restrict.
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