Create the Portal Click Database in the Slate navigation bar and click the Portals link in the Portals section. Click New Portal when creating a portal (or clicking the "edit" button for an existing portal), the following setti...

Each Slate database starts with a single branding template. The  Branding Editor in Slate enables the editing and previewing of Slate branding while keeping the current branding files unchanged. Portals can be configured to use your current b...

Custom CSS Rules allows users to add different styles to just a particular portal, rather than change the institution's overall Slate branding.   Tip We recommend consulting your web/marketing staff for advice on what styles or rules to...

Within a custom portal, you can use CSS to adjust the display of portal elements. In some cases, adjustments may be necessary to edit the display of standard widgets to accommodate the specifics of an institution's branding. Best Practice For...

A portal with tabs uses HTML, CSS, and JavaScript to asynchronously load content on a portal page without having to reload the entire page when navigating from one tab to another. The display of the tabs themselves can be further customized with ad...

Much like mailings and decision letters, portals can feature content blocks (formerly mailing snippets). The data point that should reference the content block must be placed in a query within the portal. Rather than using conditional logic or Liqui...

Portals have historically offered customized branding options, but the introduction of templates has significantly simplified the process by eliminating the need for writing XSLT markup. Custom portal branding enables you to create a distinct porta...

When creating tables using HTML in portals, various table classes and table row classes can be leveraged to allow for a variety of functionality and design aesthetics.  Classes can be either predefined within Slate, like the following table cl...

Slate includes the Google Tag Manager (GTM) code in the Slate branding template, but it must be properly configured to effectively track navigation to your portals and to provide the appropriate analytics data. Note : This technique does not track...

Below are some frequent topics related to using Portals in Slate. Duplicate Branding Branding is appearing twice The portal method output type determines how the data is returned in the portal. If the portal leverages tabs, then t...