Defining Export and Notification Settings for Brand Portals

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 Data Sheet Exports

Managing PDF Exports

Managing Account Download Notifications

 

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Managing Exports

 

In Brand Portals, you can enable the following download options for product data:

Data Sheet Exports

PDF Exports

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:

1. Click the '+ Add attributes'  to select which attributes you want to make available for download
2. Organize the column output order by dragging and dropping the attributes
   

 

PDF Exports

To enable PDF exports in your Brand Portal, scroll to the section called "PDF export". Here, you can choose to enable PDF downloads of specification sheets or price lists. 

To configure your preferences for specification sheets:

1. First, toggle on the option to allow for PDF downloads of specification sheets

2. Click on the settings icon to configure your preferences

3. A side panel will open with two tabs: "PDF Options" and "Branding Options". 

Under "PDF Options", you can choose your file name, you preferred orientation and layout. 

Then, define the attributes that will be used as the Product Title, Product Reference, and Main Image in your sheet.

You can also add as many additional attributes as you would like by clicking '+ Add attributes'. Drag and drop the attributes to choose the order in which they will be listed in your specification sheet.

 4. Under "Branding Options", you can upload a file to be used as your company logo on the specification sheet. You also have the option to enter company information in text format; this will be located on the upper right-hand side of your sheet. 

Click 'Save' to save your preferences. 

 

To configure your preferences for price lists:

1. First, toggle on the option to allow for PDF downloads of price lists

2. Click on the settings icon to configure your preferences

3. A side panel will open with two tabs: "PDF Options" and "Branding Options". 

Under "PDF Options", you can choose your file name (which is the name of the downloaded file) and Document Title (title displayed on the PDF document itself).

You can also choose your preferred orientation for the document.

4. Under "Branding Options", you can upload your logo and enter your company information which will be displayed on your price list. 

Click 'Save' to save your preferences. 

 

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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'.

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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
  
  

 

If you have any questions just contact us by clicking on the chat icon in the bottom-right corner and we'll get back to you as soon as possible...

 

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