Set how visitors can download information from your Brand Portals and who should be notified of it
Users can download files directly from a Brand Portal File tab, but a Brand Portal can also enable the options to download product data in Data Sheet format (CSV/XLSX). In this article you will learn how to enable export options in your Brand Portal and how to set up your notification preferences when exports are done.
Managing Account Download Notifications
Activating the Export Option
Data Sheet Exports
Data Sheet exports allow your visitors to choose to download product information in a CSV or XLSX format. You can decide which attributes from your portal are downloadable in this format by clicking on the settings icon.
To activate data sheet exports in your Brand Portal:
1. Head to your Brand Portal's detail page. Then, click on the "Settings" tab.
2. Toggle on the boolean to make the export option available in your Brand Portal.
3. You can configure the options of the exports by clicking on the settings icon
Options:
- Select which attributes get exported in this format
- Choose the order in which the attributes will be displayed in the data sheet
To add attributes available for export in this format:
- Click the '+ Add attributes' to select which attributes you want to make available for download
- Organize the column output order by dragging and dropping the attributes
âšī¸ The "Exportable attributes" section reflects the number of attributes you have added to your Data sheet export option, out of the total number of attributes in your Brand Portal. Click here to learn how to add attributes to your Brand Portal.
Managing Account Download Notifications
You have the option to set up direct email notifications whenever a data sheet export is made in your Brand Portal. This notification will include the users' e-mail and a copy of the data sheet download.
As an account user, you can change the settings to whom the notifications get sent.
To edit notification settings for the data sheet exports in your Brand Portal:
1. Head over to the "Settings" tab of your Brand Portal's detail page.
2. Toggle on the option of "Notifications". Then, click on the settings icon to edit who will get notified.
3. Once you click on settings, a side window will pop up on the page. Here, you can view the email addresses you have added to be notified. Emails that belong to users in your account will display their user role in the "Role" column, while emails that don't belong to your account will be listed as "Guest". You can check or uncheck the box under "Data sheet" to enable/disable email notifications for each individual email address you have added.
To add a new email address, click '+ Add email'
4. When adding a new email address, select "Internal" if you're adding the email of an already existing user in your account. If you add an internal email, a dropdown will show up for you to select the email address.
If you are adding an email of someone who is not a user in your account, click "Guest". Then, type out their email and check the box below to confirm. Click 'Add' to add the new email.
5. This will take you back to the Notifications settings window. Click the 'x' to remove an email address from your Brand Portal notification settings, or uncheck the box to momentarily disable notifications for that particular email. After you've made your changes, click 'Save'.
What's next?
- Learn how to design a Brand Portal
- Learn how to password protect your Brand Portal
- Learn how to create and manage Brand Portals
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