Use this checklist to configure a new Portfolio from start to finish. Completing the sections in order gives your users a Portfolio that is easy to browse, search, and share from.
Before you start, create the Portfolio and open it from Admin > Portfolios. Each item below matches a section in the Portfolio's left sidebar. Click Save in each section before moving to the next one.
Configuration steps
- Set the Portfolio settings and Attribute selection. In Portfolio settings, set the name, Channel, Locales, currencies, User Groups, and product filters. In Attribute selection, choose the visible Attributes. See Portfolio settings and Attribute selection.
- Set up navigation and filters. In Navigation, select the categories users browse. In Navigation filters, select the Attributes users can filter products by. See Configure navigation and filters.
- Add Ranking Rules (optional). In Ranking rules, choose which products users see first, in the gallery and in search results, by boosting the products that match up to 3 Attribute-based rules. See Configure Ranking Rules.
- Configure the product gallery. In Product gallery, pick the Attributes shown under the product label on product cards, and the Attributes shown as columns in the product table. See Configure product grid columns.
- Configure product details. In Product details, highlight your most important data with featured Attributes and select the main product label. See Configure the product details page.
- Set up asset filters. In Asset filters, add filters on Asset Families and media types to help users find media. See Configure the asset gallery.
- Configure sharing. In Sharing settings, choose which sharing features are on for this Portfolio (PDF exports, Excel exports, and, with the Sell package, Private Showrooms), then set the PDF options and the Attributes included in exports. See Configure sharing settings.
- Preview before going live. Click Preview Portfolio to see the Portfolio exactly as your users will.
