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How to Edit Menu Appearance

Tip

The options in this tutorial improve the display of campaigns and campaign sections in the Web Portal menu, making it easier for contacts to navigate around the site.

Campaigns

Tip

This tutorial shows how to edit the following:

  • The position, order and layout of the campaign in the menu
  • The Display Name of a campaign

The default option is to display campaigns grouped together in a list (see the screenshot). This layout can be changed by following the steps below.

1. 👆 Navigate to Campaigns 👉 Select the campaign of interest from the list.

2. 👆 Navigate to Web Portal 👉 Click "Additional Options".

3. 👆 Click "EDIT".

Tip

✍️ The order campaigns are listed can be changed by entering a number into the "Menu Index" field. If the index for multiple campaigns is the same, the order is alphabetical.

Tip

👆 The campaign can be moved under a partition level section. Select an option in the "Parent Section" field to do this. This option is used to keep campaigns nested and organised under specific areas.

5. 👆 Click "SAVE".

6. 🥳 The campaign is now displayed as a separate block in the menu.

Tip

✍️ The campaign name shown to contacts can be changed by editing the "Display Name" field in step 4.

Sections

Tip

This tutorial shows how to edit the following:

  • The position, order and layout of the sections in a specific campaign

The default option is to display sections grouped together in a list (see the screenshot). This layout can be changed by following the steps below.

7. 👆 Navigate to Campaigns 👉 Select the campaign of interest from the list.

8. 👆 Navigate to the Web Portal.

9. 👆 Navigate to Sections 👉 Click on the section to show as a separate block from the rest of the campaign sections.

10. 👆 Tick the "Separate Menu" field.

Tip

✍️ The order sections are listed can be changed by entering a number into the "Menu Index" field. If the index for multiple sections is the same, the order is alphabetical.

11. 👆 Click "SAVE".

12. 🥳 The campaign section is displayed separately from the rest of the campaign. Using this option means contacts have fewer areas to click through to find information.