Wholesale Portal Banner
The Wholesale Portal Banner displays important announcements at the top of every customer’s portal page. It’s ideal for sharing holiday hours, order cut-off times, new releases, or delivery updates.
Overview:
What is the Portal Banner?
The Portal Banner is a customizable message shown at the top of every page in your customer portal. It appears while customers browse products, place orders, or view invoices, making it a reliable spot for time-sensitive updates and important reminders.
You can use the Portal Banner to:
- Share holiday hours or closures
- Announce ordering cut-off times
- Promote new coffee releases
- Update delivery schedules
- Post other key reminders
Creating A Banner
1. Navigate to Portal Banner Settings
Go to User Name → Settings → Sales → Portal, then scroll to the Portal Banner section.
Write Your Message
Enter your announcement (up to 100 characters). A counter shows how much space you have left.
Formatting options include:
- Bold
- Italic
- Line breaks
- Links (select text → link button)
- Emojis (via copy + paste)
3. Enable the Banner
Toggle Enable Portal Banner to ON to activate it.
4. Save Your Changes
Click Update Banner to publish.
If changes aren’t saved yet, you’ll see “You have unsaved changes” in red.
Important: The toggle by itself doesn't save turn on the portal banner - you'll need to click Update Banner in the next step. If you haven't saved your changes yet, you'll see red text that says "You have unsaved changes" as a friendly reminder.
5. Preview Your Banner
- Scroll to the bottom of the page
- Click Preview Portal
- A new tab shows how customers will see your banner
Note: to preview the banner you need to have the portal enabled and at least one contact that has accepted an invitation to the portal.
Editing Your Banner
To update your message:
- Go to User Name → Settings → Sales → Portal Banner
- Edit the message
- Click Update Banner
Changes update immediately for all customers.
Turning Your Banner On or Off
Want to temporarily hide your banner? You only need to toggle it OFF in step 2.
You do not need to delete your message - your text stays saved and can be edited and turned back on anytime.
- Go to User Name → Settings → Sales → Portal Banner
- Toggle the banner switch to OFF
- Click Update Banner
Important: Select Update Banner to save the changes of toggling off the banner.
FAQs
Can I show different banner messages to different customers?
Not yet. The banner displays the same message for all customers.
Can I schedule my banner to go live later?
No scheduling available yet—you’ll need to toggle it on manually.
Can I change the banner color?
Not at this time. The current color ensures high visibility.
Can I add buttons?
Buttons aren’t supported. You can add clickable links using the link tool.
Can customers dismiss the banner?
No—the banner stays visible, but it doesn’t block content. It simply pushes content down slightly.
My changes aren’t showing up. What should I check?
Confirm that:
- You clicked Update Banner
- The banner toggle is ON
- You refreshed your portal preview
The Preview Portal button isn’t working. Why?
Check whether:
- Your portal is enabled
- At least one customer has portal access