App UI: Left Sidebar Profile

Module

Compatible Templates

  • Nexus Portal - App UI Client Portal

  • Nexus Portal - App UI Partner Portal

  • Nexus Portal - App UI Home Screens 1

  • Nexus Portal - App UI Demo

  • Nexus Portal - App UI Knowledge Base

  • Nexus Portal - App UI Onboarding

  • Nexus Portal - App UI Course Login

Properties Needed

  • First Name {{ personalization_token('contact.firstname', '') }}

  • Last Name {{ personalization_token('contact.lastname', '') }}

  • Client Profile Image / Avatar {{ personalization_token('contact.client_profile_image') }}

  • Program Type {{ personalization_token('contact.program', '') }}

Instructions:

  1. Edit the Page in HubSpot
  2. Select the Profile module
    Select the profile module then select profile from the sidebar

    screenshot_c8b22349-3849-43ea-97a2-4eddf51ac3e2
  3. 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.

    screenshot_6fa002ea-51d8-4a18-8d1a-0e2c3f894172
  4. Add the Profile image URL
    Add the HubSpot token for the contact property that contains the profile image.

    screenshot_0c8681d6-a457-4f55-9393-928acb02a6cd
  5. 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', '') }}

    screenshot_e5cf0b19-2796-40be-ba61-15588cde0600
  6. Set the Profile Description
    Set the profile description, as standard, we use View Profile.

    screenshot_4e30cc51-5212-45a5-9067-a3a656094ea9
  7. 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.

    screenshot_d4426316-4619-4476-b291-7582920d1b1c
  8. 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.

    screenshot_15c87709-0a1a-4732-9d4d-52e36f17a823
  9. 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.

    screenshot_6f3f59b2-3c0f-45fd-9ca4-08e264f07d94
  10. Save section
    Click on Save section

    screenshot_b6c31ec8-3068-4a1e-b786-07833f449da8
  11. Name the module
    Give the module a name

    screenshot_e3d23d3f-f80b-4acd-a19c-b14a7535e1c1
  12. Set the description

    screenshot_fe5e41ea-5c5f-4bfa-bb96-9ba71224ce9c
  13. Now you are set

    screenshot_e50b0fb0-c2fc-4cd3-83ce-d48be8fe5805
  14. Click on Save

    screenshot_9e9b2f91-fcbd-4d0e-9a7a-d35818fd56ee