Content Blocks in Portals
  • 12 Sep 2024
  • 1 minute read
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Content Blocks in Portals

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Article summary

Much like Deliver mailings and decision letters, portals can leverage content blocks. Using content blocks within a portal is largely identical to using content blocks in other areas of Slate.

✨ Tip

Before adding a content block to a portal, first create the content block key and codes.

To display a content block in a portal, first ensure that the export that will be used within the content block merge field (if any) is present in one of the portal's queries. Then follow these steps to place the content block in the appropriate place within your portal:

  1. Navigate to the appropriate portal view where the content block should be displayed.

  2. Insert a new Static Content portal part, or edit an existing one.

  3. Enter the following code in the location you want to display the content block:

    {{EXPORT-NAME | block: "KEY OF CONTENT BLOCK"}}

    where EXPORT-NAME is the name of the export in the portal query, and KEY OF CONTENT BLOCK is the key of the content block that contains the codes to merge into the portal. Note that any spaces in your export names will automatically be replaced with hyphens.

  4. Click Save.

Example: Staff Signatures

As an example, the following code uses an export called staff_assigned and a content block key called staff_signature to display a content block with a staff member’s signature within a portal.

{{staff_assigned | block: "staff_signature"}}

The screenshot below shows an example of a static content portal part where the content block containing a staff member’s signature is prefaced with the text “Questions? Contact your admission counselor!”


When impersonating a Record to preview the portal, the content block merge field dynamically displays the content block code corresponding with that the value currently present in that record’s "staff_assigned" field. For instance, if a record has a staff assignment of Gonzo Muppet, the content block with Gonzo’s contact information displays:

gonzo.png


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