Module
Compatible Templates
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Nexus Portal - App UI Client Portal
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Nexus Portal - App UI Partner Portal
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Nexus Portal - App UI Home Screens 1
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Nexus Portal - App UI Demo
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Nexus Portal - App UI Knowledge Base
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Nexus Portal - App UI Onboarding
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Nexus Portal - App UI Course Login
Properties Needed
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First Name {{ personalization_token('contact.firstname', '') }}
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Last Name {{ personalization_token('contact.lastname', '') }}
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Client Profile Image / Avatar {{ personalization_token('contact.client_profile_image') }}
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Program Type {{ personalization_token('contact.program', '') }}
Instructions:
- Edit the Page in HubSpot
- Select the Profile module
Select the profile module then select profile from the sidebar - Avatar Type
Select the avatar type you would like to use. We recommend using URL so the profile image can be personalised for each user. - Add the Profile image URL
Add the HubSpot token for the contact property that contains the profile image. - Now set the profile Name
This is the name of the user, use the HubSpot tokens for first name & last name here.
Copy the below tokens:
{{ personalization_token('contact.firstname', '') }}
{{ personalization_token('contact.lastname', '') }}
- Set the Profile Description
Set the profile description, as standard, we use View Profile. - Set the Profile Subscription
The Profile Subscription is the "Subscription" or "Tier" the user has. This could be things like FREE, VIP, GOLD, etc.....
To set up a Subscription property in HubSpot create a new Contact property called Subscription or Program as a dropdown and add in your levels.
When the contact has a "Subscription" or "Tier" this will display here.
- Setup your Edit Profile Page
Under Profile Link add the link the profile page, this page will need a form on it for the contact to update their contact details. - Save the Module
Now you have added personalisation to your module, we need to save it to be used on other pages.
Hover over the module, click on the dropdown.
- Save section
Click on Save section - Name the module
Give the module a name - Set the description
- Now you are set
- Click on Save